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 274 institutions that hold shares in the stock, with a total of 41.8 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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,540
shares
|
$254,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
5,485
shares
|
$252,145
0.17% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,422
shares
|
$249,249
0.02% of portfolio
|
Q4 2024
Added 30.37%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,291
shares
|
$243,227
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,247
shares
|
$241,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,225
shares
|
$240,193
0.02% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,155
shares
|
$236,975
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
5,090
shares
|
$233,987
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
4,913
shares
|
$225,850
0.04% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
4,726
shares
|
$217,254
0.08% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,705
shares
|
$216,288
0.03% of portfolio
|
Q4 2024
Reduced 68.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,693
shares
|
$215,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,689
shares
|
$215,553
0.01% of portfolio
|
Q4 2024
Reduced 35.47%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
4,440
shares
|
$204,106
0.11% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
4,429
shares
|
$203,601
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,389
shares
|
$201,762
0.1% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,894
shares
|
$179,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,760
shares
|
$172,847
0.11% of portfolio
|
Q4 2024
Reduced 97.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,333
shares
|
$107,248
0.0% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,402
shares
|
$64,449
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$59,761
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,288
shares
|
$59,209
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,030
shares
|
$47,349
0.01% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$45,970
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$45,970
0.02% of portfolio
|
Q4 2024
Added 25.0%
|