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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
133,269
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
133,111
shares
|
$6.15 Million
1.43% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
131,443
shares
|
$6.08 Million
0.97% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
130,053
shares
|
$6.01 Million
0.03% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
128,731
shares
|
$5.95 Million
2.9% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
123,285
shares
|
$5.7 Million
1.19% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
120,387
shares
|
$5.57 Million
1.27% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
116,943
shares
|
$5.41 Million
1.67% of portfolio
|
Q3 2025
Added 165.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
116,295
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
115,009
shares
|
$5.32 Million
1.47% of portfolio
|
Q3 2025
Added 136.52%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
112,287
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2025
Added 821.37%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
112,111
shares
|
$5.18 Million
1.38% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
110,716
shares
|
$5.12 Million
5.22% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
109,871
shares
|
$5.08 Million
0.03% of portfolio
|
Q3 2025
Added 113.7%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
109,570
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
108,382
shares
|
$5.01 Million
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
106,427
shares
|
$4.92 Million
4.1% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
106,346
shares
|
$4.92 Million
0.3% of portfolio
|
Q3 2025
Added 260.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
104,791
shares
|
$4.84 Million
0.23% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
102,554
shares
|
$4.74 Million
2.5% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
102,440
shares
|
$4.74 Million
3.42% of portfolio
|
Q3 2025
Added 49.48%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
101,567
shares
|
$4.7 Million
2.57% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
101,405
shares
|
$4.69 Million
1.04% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
101,056
shares
|
$4.67 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
100,846
shares
|
$4.66 Million
0.17% of portfolio
|
Q3 2025
Added 7.46%
|
|