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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
22,638
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
22,638
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
22,602
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
22,472
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
22,060
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
20,708
shares
|
$940,557
0.47% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
20,633
shares
|
$937,150
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,198
shares
|
$917,393
0.03% of portfolio
|
Q1 2025
Added 69.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,480
shares
|
$884,781
0.03% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
18,692
shares
|
$848,990
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
18,294
shares
|
$830,913
0.01% of portfolio
|
Q4 2024
Added 36.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,131
shares
|
$823,510
0.0% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,637
shares
|
$801,072
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
17,552
shares
|
$797,211
0.02% of portfolio
|
Q4 2024
Added 34.59%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
17,325
shares
|
$786,901
0.49% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
17,110
shares
|
$777,136
0.33% of portfolio
|
Q4 2024
Added 102.89%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,727
shares
|
$759,740
0.0% of portfolio
|
Q4 2024
Added 258.18%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
16,716
shares
|
$759,240
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,519
shares
|
$750,292
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
16,380
shares
|
$743,979
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$740,573
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
16,240
shares
|
$737,620
0.16% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
15,626
shares
|
$709,732
0.06% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,251
shares
|
$692,700
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
14,307
shares
|
$649,823
0.05% of portfolio
|
Q4 2024
New holding
|