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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
46,751
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
46,184
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
46,077
shares
|
$2.13 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
43,680
shares
|
$2.02 Million
0.88% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
43,078
shares
|
$1.99 Million
0.2% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
41,833
shares
|
$1.93 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
41,289
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
41,025
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
40,952
shares
|
$1.89 Million
0.84% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
39,922
shares
|
$1.85 Million
0.23% of portfolio
|
Q3 2025
Added 140.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
39,138
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2025
Added 111.72%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
39,040
shares
|
$1.8 Million
0.44% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
39,023
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2025
Added 30.18%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
38,899
shares
|
$1.8 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
38,890
shares
|
$1.8 Million
1.06% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
37,995
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
37,395
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 50.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
36,299
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 28.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,942
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 34.22%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
33,792
shares
|
$1.56 Million
0.42% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,417
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,773
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2025
Added 156.6%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
32,639
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
32,485
shares
|
$1.5 Million
0.69% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
31,353
shares
|
$1.45 Million
0.97% of portfolio
|
Q3 2025
Added 8.12%
|
|