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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
347,555
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
Added 57.07%
|
|
|
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%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
320,176
shares
|
$14.7 Million
1.39% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
310,935
shares
|
$14.3 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
307,759
shares
|
$14.1 Million
0.25% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
306,467
shares
|
$14.1 Million
1.16% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
299,392
shares
|
$13.8 Million
1.36% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
294,556
shares
|
$13.5 Million
0.51% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
278,794
shares
|
$12.8 Million
7.19% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
247,577
shares
|
$11.4 Million
0.06% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
247,135
shares
|
$11.4 Million
0.7% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
245,293
shares
|
$11.3 Million
8.33% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
243,812
shares
|
$11.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
234,471
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
228,000
shares
|
$10.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
222,475
shares
|
$10.2 Million
1.28% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
220,501
shares
|
$10.1 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
220,272
shares
|
$10.1 Million
5.03% of portfolio
|
Q4 2024
Added 79.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
213,098
shares
|
$9.8 Million
0.02% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
208,167
shares
|
$9.57 Million
0.27% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
201,467
shares
|
$9.26 Million
2.18% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
197,302
shares
|
$9.07 Million
1.16% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
195,442
shares
|
$8.98 Million
3.25% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
183,758
shares
|
$8.45 Million
1.24% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
179,657
shares
|
$8.26 Million
1.58% of portfolio
|
Q4 2024
Added 22.29%
|