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 278 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,000,820
shares
|
$227 Million
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,454,191
shares
|
$111 Million
15.27% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,921,630
shares
|
$87.3 Million
0.71% of portfolio
|
Q4 2024
Added 39.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,882,919
shares
|
$85.5 Million
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,851,098
shares
|
$84.1 Million
0.01% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,781,776
shares
|
$80.9 Million
0.7% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,347,703
shares
|
$61.2 Million
0.0% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
987,428
shares
|
$44.8 Million
0.71% of portfolio
|
Q4 2024
Added 147.49%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
924,601
shares
|
$42 Million
4.76% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
881,318
shares
|
$40 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
811,781
shares
|
$36.9 Million
6.38% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
795,030
shares
|
$36.1 Million
5.37% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
639,727
shares
|
$29.1 Million
2.78% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
622,201
shares
|
$28.3 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.2 Million
3.34% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
560,081
shares
|
$25.4 Million
8.65% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
541,327
shares
|
$24.6 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
491,865
shares
|
$22.3 Million
2.86% of portfolio
|
Q4 2024
Added 425.56%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
476,001
shares
|
$21.6 Million
9.49% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
470,882
shares
|
$21.4 Million
3.86% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
456,463
shares
|
$20.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
440,061
shares
|
$20 Million
15.69% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
430,713
shares
|
$19.6 Million
0.56% of portfolio
|
Q1 2025
Added 106.91%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
422,035
shares
|
$19.2 Million
8.61% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
392,391
shares
|
$17.8 Million
6.6% of portfolio
|
Q4 2024
Added 4.25%
|