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 385 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
339,002
shares
|
$15.7 Million
0.08% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
337,830
shares
|
$15.6 Million
8.41% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
335,466
shares
|
$15.5 Million
1.31% of portfolio
|
Q4 2025
Added 2.09%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
318,624
shares
|
$14.7 Million
3.22% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
304,089
shares
|
$14.1 Million
0.37% of portfolio
|
Q3 2025
Added 24.7%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
298,749
shares
|
$13.8 Million
4.91% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
293,509
shares
|
$13.6 Million
1.16% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
287,192
shares
|
$13.3 Million
0.02% of portfolio
|
Q4 2025
Added 14.55%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
285,922
shares
|
$13.2 Million
2.62% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
282,027
shares
|
$13 Million
0.65% of portfolio
|
Q3 2025
Added 121.32%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
276,523
shares
|
$12.8 Million
0.46% of portfolio
|
Q3 2025
Added 4511.79%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
272,585
shares
|
$12.6 Million
8.18% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
264,591
shares
|
$12.2 Million
1.02% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
257,284
shares
|
$11.9 Million
1.61% of portfolio
|
Q3 2025
Added 1427.45%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
251,687
shares
|
$11.6 Million
0.3% of portfolio
|
Q3 2025
Added 358.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
234,806
shares
|
$10.9 Million
0.11% of portfolio
|
Q3 2025
Added 424.86%
|
|
|
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%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
229,451
shares
|
$10.6 Million
0.31% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
224,439
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2025
Added 49.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
223,018
shares
|
$10.3 Million
0.22% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
222,272
shares
|
$10.3 Million
3.92% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
220,501
shares
|
$10.2 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
207,837
shares
|
$9.61 Million
3.29% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
201,936
shares
|
$9.34 Million
0.03% of portfolio
|
Q3 2025
Added 75.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
200,083
shares
|
$9.25 Million
0.31% of portfolio
|
Q4 2025
Reduced 19.68%
|
|