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 273 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$611,461
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,123
shares
|
$602,870
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
12,942
shares
|
$594,555
0.12% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
12,940
shares
|
$594,463
0.25% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
12,921
shares
|
$593,590
0.08% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,704
shares
|
$583,621
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
12,543
shares
|
$576,225
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,543
shares
|
$576,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
12,046
shares
|
$553,393
0.28% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,947
shares
|
$548,845
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
11,934
shares
|
$548,247
0.11% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,795
shares
|
$541,862
0.0% of portfolio
|
Q4 2024
Reduced 63.72%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
11,753
shares
|
$539,932
0.01% of portfolio
|
Q4 2024
Added 54.69%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
11,487
shares
|
$527,712
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,238
shares
|
$516,273
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,069
shares
|
$508,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
10,927
shares
|
$501,986
0.12% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,630
shares
|
$488,342
0.0% of portfolio
|
Q4 2024
Added 35.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$479,613
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,299
shares
|
$473,136
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
10,222
shares
|
$469,598
0.23% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
9,980
shares
|
$458,481
0.09% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
9,700
shares
|
$445,618
0.03% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,301
shares
|
$427,287
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,583
shares
|
$394,303
0.02% of portfolio
|
Q4 2024
Added 70.37%
|