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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
46,921
shares
|
$2.16 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
44,865
shares
|
$2.06 Million
0.27% of portfolio
|
Q3 2024
Added 3004.84%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
44,561
shares
|
$2.05 Million
1.35% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
44,515
shares
|
$2.05 Million
1.11% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
44,417
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
44,314
shares
|
$2.04 Million
0.66% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
44,205
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Added 99.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
42,590
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
41,989
shares
|
$1.93 Million
0.43% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
41,837
shares
|
$1.92 Million
1.53% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
41,810
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
41,043
shares
|
$1.89 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
40,260
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
39,633
shares
|
$1.82 Million
0.8% of portfolio
|
Q4 2024
Added 36.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
39,096
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
38,900
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
37,954
shares
|
$1.75 Million
0.78% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
36,952
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
36,942
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,878
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,359
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
34,312
shares
|
$1.58 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
29,930
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
29,753
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
29,247
shares
|
$1.35 Million
0.9% of portfolio
|
Q4 2024
Reduced 81.8%
|