Institutional Ownership J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
26,323
shares
|
$1.2 Million
0.95% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
25,695
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
24,702
shares
|
$1.13 Million
1.08% of portfolio
|
Q4 2022
Added 86.26%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
23,640
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
23,020
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
22,499
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,303
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
21,221
shares
|
$969,799
0.5% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
19,917
shares
|
$910,206
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
19,141
shares
|
$874,743
0.21% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18,706
shares
|
$854,864
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,508
shares
|
$800,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,386
shares
|
$794,540
0.55% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,884
shares
|
$771,598
0.04% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$745,138
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
16,228
shares
|
$741,619
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,900
shares
|
$726,630
0.0% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,899
shares
|
$726,584
0.03% of portfolio
|
Q3 2024
Added 25.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,863
shares
|
$724,939
0.0% of portfolio
|
Q3 2024
Reduced 63.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,719
shares
|
$718,358
0.0% of portfolio
|
Q3 2024
Added 22.28%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
15,133
shares
|
$691,578
0.52% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
14,701
shares
|
$671,835
0.11% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
14,021
shares
|
$640,759
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
13,976
shares
|
$638,703
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,400
shares
|
$612,380
0.01% of portfolio
|
Q3 2024
Added 168.0%
|