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 280 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
183,758
shares
|
$8.35 Million
1.24% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
179,657
shares
|
$8.16 Million
1.58% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
177,141
shares
|
$8.05 Million
3.77% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
171,640
shares
|
$7.8 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
167,430
shares
|
$7.6 Million
0.09% of portfolio
|
Q4 2024
Added 172.08%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
163,178
shares
|
$7.41 Million
0.66% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,858
shares
|
$7.17 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.1 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
152,213
shares
|
$6.91 Million
6.38% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
147,526
shares
|
$6.7 Million
2.34% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
145,572
shares
|
$6.61 Million
0.16% of portfolio
|
Q4 2024
Added 82.09%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
143,807
shares
|
$6.53 Million
2.73% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
139,308
shares
|
$6.33 Million
4.74% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
138,287
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
132,094
shares
|
$6 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
131,223
shares
|
$5.96 Million
2.47% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
125,973
shares
|
$5.72 Million
0.01% of portfolio
|
Q4 2024
Added 90.84%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
124,905
shares
|
$5.67 Million
1.62% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
119,317
shares
|
$5.42 Million
1.17% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
119,242
shares
|
$5.42 Million
2.75% of portfolio
|
Q4 2024
Added 67.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
118,922
shares
|
$5.4 Million
0.03% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
118,023
shares
|
$5.36 Million
0.02% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
108,399
shares
|
$4.92 Million
2.73% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
106,020
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Added 46.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
101,335
shares
|
$4.6 Million
0.12% of portfolio
|
Q4 2024
Added 166.72%
|