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 310 institutions that hold shares in the stock, with a total of 53 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
23,442
shares
|
$1.08 Million
1.42% of portfolio
|
Q1 2025
Reduced 81.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,269
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 259.37%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
23,099
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2025
Added 39.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
21,552
shares
|
$993,547
0.03% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
20,903
shares
|
$963,628
0.47% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
20,881
shares
|
$962,614
0.06% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
20,864
shares
|
$961,830
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
20,059
shares
|
$924,719
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,329
shares
|
$891,066
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
18,858
shares
|
$869,353
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
17,862
shares
|
$823,438
0.36% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
17,836
shares
|
$822,239
0.46% of portfolio
|
Q1 2025
Added 48.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
17,727
shares
|
$817,214
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
17,098
shares
|
$788,217
0.54% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
17,014
shares
|
$784,345
0.19% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
16,980
shares
|
$782,778
0.07% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,844
shares
|
$776,508
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
16,526
shares
|
$761,848
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,519
shares
|
$761,525
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
16,371
shares
|
$754,703
0.51% of portfolio
|
Q1 2025
Reduced 44.03%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$751,660
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
15,899
shares
|
$732,943
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
15,854
shares
|
$730,869
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
15,478
shares
|
$713,535
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,856
shares
|
$684,861
0.02% of portfolio
|
Q1 2025
Added 537.32%
|