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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
64,001
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 24.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
63,571
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.51%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
63,072
shares
|
$2.92 Million
0.13% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
61,783
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
59,513
shares
|
$2.75 Million
0.43% of portfolio
|
Q3 2025
Added 157.64%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
59,235
shares
|
$2.74 Million
0.35% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
57,884
shares
|
$2.68 Million
0.14% of portfolio
|
Q3 2025
Added 83.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
55,847
shares
|
$2.58 Million
0.59% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,086
shares
|
$2.5 Million
1.51% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
53,989
shares
|
$2.5 Million
1.6% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
53,716
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
53,516
shares
|
$2.47 Million
1.24% of portfolio
|
Q3 2025
Added 23.11%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
51,270
shares
|
$2.37 Million
0.69% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
50,021
shares
|
$2.31 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
49,999
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Added 439.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
49,747
shares
|
$2.3 Million
0.45% of portfolio
|
Q3 2025
Added 67.7%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
49,495
shares
|
$2.29 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
49,484
shares
|
$2.29 Million
0.54% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
49,008
shares
|
$2.27 Million
0.71% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
48,766
shares
|
$2.25 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
48,565
shares
|
$2.25 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
48,519
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2025
Added 142.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
47,699
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 186.5%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
47,298
shares
|
$2.19 Million
0.43% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
47,005
shares
|
$2.17 Million
0.71% of portfolio
|
Q3 2025
Added 27.05%
|
|