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 203 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,810
shares
|
$222,991
0.01% of portfolio
|
Q2 2024
Added 52.17%
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
4,471
shares
|
$207,275
0.04% of portfolio
|
Q2 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
4,190
shares
|
$194,248
0.03% of portfolio
|
Q2 2024
Reduced 74.59%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
4,104
shares
|
$190,261
0.02% of portfolio
|
Q2 2024
Added 1.33%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
2,185
shares
|
$101,296
0.03% of portfolio
|
Q2 2024
Added 84.39%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,470
shares
|
$68,149
0.0% of portfolio
|
Q2 2024
Added 0.96%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,445
shares
|
$66,990
0.01% of portfolio
|
Q1 2024
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
1,410
shares
|
$65,367
0.05% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,295
shares
|
$60,036
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
1,129
shares
|
$52,340
0.0% of portfolio
|
Q2 2024
Reduced 97.12%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
921
shares
|
$42,697
0.0% of portfolio
|
Q2 2024
Added 95.13%
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
800
shares
|
$37,088
0.01% of portfolio
|
Q4 2023
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
770
shares
|
$35,697
0.01% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
602
shares
|
$27,908
0.0% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
584
shares
|
$27,074
0.0% of portfolio
|
Q1 2024
Reduced 15.85%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
581
shares
|
$26,935
0.06% of portfolio
|
Q2 2024
Added 0.17%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
569
shares
|
$26,378
0.01% of portfolio
|
Q2 2024
New holding
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
205
shares
|
$9,503
0.0% of portfolio
|
Q2 2024
Added 46.43%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
100
shares
|
$4,636
0.0% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$4,636
0.0% of portfolio
|
Q3 2023
New holding
|
|
Riggs Asset Managment Co. Inc.
|
Jul 29, 2024 Q2 2024 |
84
shares
|
$3,894
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
57
shares
|
$2,642
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
53
shares
|
$2,457
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
9
shares
|
$417
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
8
shares
|
$370
0.0% of portfolio
|
Q2 2024
New holding
|