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 382 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,429,426
shares
|
$343 Million
0.02% of portfolio
|
Q3 2025
Added 46.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,396,167
shares
|
$249 Million
0.02% of portfolio
|
Q3 2025
Added 41.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,609,570
shares
|
$213 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,538,263
shares
|
$164 Million
0.92% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,577,289
shares
|
$119 Million
0.02% of portfolio
|
Q3 2025
Added 161.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,438,090
shares
|
$113 Million
0.03% of portfolio
|
Q3 2025
Added 52.49%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,305,382
shares
|
$107 Million
9.84% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,180,809
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,119,973
shares
|
$98 Million
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,106,078
shares
|
$97.4 Million
1.01% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,915,118
shares
|
$88.5 Million
0.13% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,202,566
shares
|
$55.6 Million
0.13% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,120,407
shares
|
$51.8 Million
1.35% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,045,340
shares
|
$48.3 Million
4.57% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
901,942
shares
|
$41.7 Million
5.67% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
901,594
shares
|
$41.7 Million
3.64% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
884,316
shares
|
$40.9 Million
0.01% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
872,902
shares
|
$40.4 Million
6.19% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
791,276
shares
|
$36.6 Million
11.25% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
755,740
shares
|
$34.9 Million
0.05% of portfolio
|
Q3 2025
Added 105.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
738,494
shares
|
$34.1 Million
2.31% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
708,541
shares
|
$32.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
653,672
shares
|
$30.2 Million
0.64% of portfolio
|
Q3 2025
Reduced 40.36%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.7 Million
3.34% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
597,558
shares
|
$27.6 Million
3.04% of portfolio
|
Q3 2025
Added 6.24%
|
|