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 249 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
157,702
shares
|
$7.26 Million
5.69% of portfolio
|
Q4 2024
Added 60.7%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.19 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
152,213
shares
|
$7 Million
6.38% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
147,526
shares
|
$6.79 Million
2.34% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
146,916
shares
|
$6.76 Million
1.42% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
143,807
shares
|
$6.62 Million
2.73% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
139,308
shares
|
$6.41 Million
4.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
132,079
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2024
Added 1686.06%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
131,223
shares
|
$6.04 Million
1.63% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
128,503
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
126,000
shares
|
$5.8 Million
0.22% of portfolio
|
Q3 2024
Added 35.19%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
125,973
shares
|
$5.8 Million
0.01% of portfolio
|
Q4 2024
Added 90.84%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
119,317
shares
|
$5.49 Million
1.17% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
108,450
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
106,385
shares
|
$4.89 Million
0.03% of portfolio
|
Q3 2024
Added 1731.07%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
104,947
shares
|
$4.83 Million
1.77% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
101,335
shares
|
$4.66 Million
0.12% of portfolio
|
Q4 2024
Added 166.72%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
98,236
shares
|
$4.52 Million
0.61% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
93,589
shares
|
$4.31 Million
0.6% of portfolio
|
Q3 2024
Added 1035.51%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
92,611
shares
|
$4.26 Million
2.28% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
90,850
shares
|
$4.18 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
89,370
shares
|
$4.11 Million
4.41% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
87,197
shares
|
$4.01 Million
1.46% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
85,054
shares
|
$3.91 Million
0.99% of portfolio
|
Q4 2024
Added 36.01%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
83,645
shares
|
$3.85 Million
2.73% of portfolio
|
Q3 2024
New holding
|