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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
100,621
shares
|
$4.65 Million
0.08% of portfolio
|
Q3 2025
Reduced 66.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
100,279
shares
|
$4.64 Million
0.55% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
100,038
shares
|
$4.62 Million
2.25% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
91,827
shares
|
$4.25 Million
1.08% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
90,991
shares
|
$4.21 Million
2.96% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
90,285
shares
|
$4.17 Million
0.28% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
87,863
shares
|
$4.06 Million
0.06% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
86,706
shares
|
$4.01 Million
3.24% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
86,602
shares
|
$4 Million
0.09% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
86,384
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
81,742
shares
|
$3.78 Million
0.67% of portfolio
|
Q3 2025
Added 178.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
81,369
shares
|
$3.76 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
75,680
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2025
Added 292.27%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
73,169
shares
|
$3.38 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
72,243
shares
|
$3.34 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
71,876
shares
|
$3.32 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
70,519
shares
|
$3.26 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
70,368
shares
|
$3.25 Million
2.66% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
69,833
shares
|
$3.23 Million
0.06% of portfolio
|
Q3 2025
Added 42.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
69,786
shares
|
$3.23 Million
0.12% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
68,638
shares
|
$3.17 Million
1.79% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
68,504
shares
|
$3.17 Million
1.7% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
68,429
shares
|
$3.16 Million
2.03% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
66,981
shares
|
$3.1 Million
0.44% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
64,626
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.97%
|
|