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 181 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $932 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Burt Wealth Advisors
|
Apr 18, 2024 Q1 2024 |
5,681
shares
|
$258,258
0.07% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
5,658
shares
|
$257,212
0.03% of portfolio
|
Q1 2024
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
5,608
shares
|
$254,939
0.0% of portfolio
|
Q1 2024
Added 21.25%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
5,556
shares
|
$252,575
0.0% of portfolio
|
Q1 2024
Added 100.22%
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 14, 2024 Q1 2024 |
5,456
shares
|
$248,029
0.15% of portfolio
|
Q1 2024
New holding
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2024 Q1 2024 |
5,332
shares
|
$242,392
0.22% of portfolio
|
Q1 2024
New holding
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
5,218
shares
|
$237,210
0.03% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Prentice Wealth Management LLC
|
Apr 12, 2024 Q1 2024 |
5,170
shares
|
$235,028
0.08% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 15, 2024 Q1 2024 |
4,879
shares
|
$221,799
0.19% of portfolio
|
Q4 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
4,450
shares
|
$202,297
0.02% of portfolio
|
Q1 2024
Added 5.95%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
4,050
shares
|
$184,113
0.02% of portfolio
|
Q1 2024
Added 1.4%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
3,075
shares
|
$139,789
0.03% of portfolio
|
Q3 2023
Added 478.01%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,363
shares
|
$107,421
0.01% of portfolio
|
Q4 2023
Added 258.03%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,456
shares
|
$66,189
0.01% of portfolio
|
Q1 2024
Added 63.6%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
1,445
shares
|
$65,689
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
1,185
shares
|
$53,870
0.02% of portfolio
|
Q1 2024
Reduced 74.18%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
853
shares
|
$38,777
0.0% of portfolio
|
Q1 2024
Reduced 76.92%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
800
shares
|
$36,368
0.02% of portfolio
|
Q4 2023
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
770
shares
|
$35,004
0.02% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
673
shares
|
$30,594
0.0% of portfolio
|
Q4 2023
Added 104.56%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
584
shares
|
$26,548
0.0% of portfolio
|
Q1 2024
Reduced 15.85%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
580
shares
|
$26,366
0.03% of portfolio
|
Q1 2024
Reduced 5.23%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
481
shares
|
$21,866
0.0% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
472
shares
|
$21,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
140
shares
|
$6,364
0.0% of portfolio
|
Q1 2024
New holding
|