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 241 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,929,890
shares
|
$226 Million
0.02% of portfolio
|
Q3 2024
Added 142.25%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,454,191
shares
|
$113 Million
15.27% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,879,225
shares
|
$86.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,637,431
shares
|
$75.1 Million
0.85% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,526,246
shares
|
$70 Million
0.01% of portfolio
|
Q3 2024
Added 26.06%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,380,954
shares
|
$63.3 Million
0.55% of portfolio
|
Q3 2024
Added 64.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,257,195
shares
|
$57.6 Million
0.0% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
883,099
shares
|
$40.5 Million
4.73% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
881,318
shares
|
$40.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
832,428
shares
|
$38.2 Million
6.25% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
756,628
shares
|
$34.7 Million
4.99% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
620,213
shares
|
$28.4 Million
3.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.4 Million
3.34% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
561,199
shares
|
$25.7 Million
1.07% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
533,900
shares
|
$24.5 Million
8.71% of portfolio
|
Q3 2024
Added 37.53%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
470,882
shares
|
$21.6 Million
3.86% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
461,898
shares
|
$21.2 Million
9.13% of portfolio
|
Q4 2024
Added 47.49%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
440,061
shares
|
$20.2 Million
15.69% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
437,006
shares
|
$20 Million
8.68% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
398,975
shares
|
$18.3 Million
0.35% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
376,377
shares
|
$17.3 Million
6.37% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
370,138
shares
|
$17 Million
4.83% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
332,765
shares
|
$15.3 Million
1.67% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
306,467
shares
|
$14 Million
1.16% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
302,160
shares
|
$13.9 Million
0.26% of portfolio
|
Q3 2024
New holding
|