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 338 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
101,567
shares
|
$4.69 Million
2.57% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
99,192
shares
|
$4.58 Million
4.37% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
98,696
shares
|
$4.56 Million
1.14% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
98,328
shares
|
$4.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 45.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
97,679
shares
|
$4.51 Million
0.02% of portfolio
|
Q2 2025
Added 50.04%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
94,659
shares
|
$4.38 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
94,659
shares
|
$4.38 Million
1.03% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
93,844
shares
|
$4.34 Million
0.17% of portfolio
|
Q2 2025
Reduced 60.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
90,738
shares
|
$4.19 Million
0.54% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
88,216
shares
|
$4.08 Million
0.02% of portfolio
|
Q2 2025
Added 224.13%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
85,234
shares
|
$3.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
81,933
shares
|
$3.79 Million
3.2% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
80,993
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
Added 41.6%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
80,678
shares
|
$3.73 Million
5.39% of portfolio
|
Q2 2025
Added 35.01%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
79,964
shares
|
$3.7 Million
0.28% of portfolio
|
Q2 2025
Added 67.93%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
78,944
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Added 128.0%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
77,072
shares
|
$3.56 Million
2.79% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
75,646
shares
|
$3.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.58%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
71,446
shares
|
$3.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
70,998
shares
|
$3.28 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
68,532
shares
|
$3.17 Million
2.56% of portfolio
|
Q2 2025
Added 314.69%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
64,866
shares
|
$3 Million
0.38% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
64,685
shares
|
$2.99 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
63,260
shares
|
$2.92 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
62,820
shares
|
$2.9 Million
1.69% of portfolio
|
Q2 2025
Reduced 23.73%
|