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 382 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
182,189
shares
|
$8.42 Million
0.09% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
180,804
shares
|
$8.36 Million
0.62% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
179,047
shares
|
$8.28 Million
3.72% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
176,344
shares
|
$8.15 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
173,847
shares
|
$8.04 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
171,127
shares
|
$7.91 Million
5.97% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
166,909
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2025
Added 111.43%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
165,945
shares
|
$7.67 Million
4.54% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
162,482
shares
|
$7.51 Million
0.14% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
162,432
shares
|
$7.51 Million
0.18% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
161,101
shares
|
$7.45 Million
0.0% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
160,980
shares
|
$7.44 Million
3.26% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
159,189
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2025
Added 1237.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,858
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
157,656
shares
|
$7.29 Million
0.3% of portfolio
|
Q3 2025
Added 161.28%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
156,260
shares
|
$7.22 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.22 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
155,899
shares
|
$7.21 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
155,710
shares
|
$7.2 Million
1.38% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
151,146
shares
|
$6.99 Million
3.75% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
148,816
shares
|
$6.88 Million
2.28% of portfolio
|
Q3 2025
Added 18.17%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
147,741
shares
|
$6.83 Million
1.87% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
144,954
shares
|
$6.7 Million
0.53% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
140,008
shares
|
$6.47 Million
7.55% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
134,431
shares
|
$6.21 Million
0.79% of portfolio
|
Q3 2025
Added 21.06%
|
|