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 305 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,198
shares
|
$926,482
0.03% of portfolio
|
Q1 2025
Added 69.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
20,059
shares
|
$920,106
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,329
shares
|
$886,621
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
18,858
shares
|
$865,016
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
17,862
shares
|
$819,329
0.36% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
17,836
shares
|
$818,137
0.46% of portfolio
|
Q1 2025
Added 48.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
17,727
shares
|
$813,137
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
17,110
shares
|
$784,835
0.33% of portfolio
|
Q4 2024
Added 102.89%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
17,098
shares
|
$784,285
0.54% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
17,014
shares
|
$780,432
0.19% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
16,980
shares
|
$778,872
0.07% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
16,526
shares
|
$758,047
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,519
shares
|
$757,726
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
16,371
shares
|
$750,937
0.51% of portfolio
|
Q1 2025
Reduced 44.03%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$747,910
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
15,899
shares
|
$729,287
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
15,854
shares
|
$727,222
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
15,478
shares
|
$709,975
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,018
shares
|
$688,875
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,856
shares
|
$681,444
0.02% of portfolio
|
Q1 2025
Added 537.32%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
14,751
shares
|
$676,628
0.5% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
14,587
shares
|
$669,105
0.01% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
14,441
shares
|
$662,408
0.0% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
13,429
shares
|
$615,988
0.12% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
13,370
shares
|
$613,281
0.13% of portfolio
|
Q1 2025
Added 33.97%
|