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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
31,267
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 32.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
31,107
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 35.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
30,985
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
29,985
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Added 35.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
29,460
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
29,432
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
27,750
shares
|
$1.28 Million
0.69% of portfolio
|
Q2 2025
Added 46.09%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
27,153
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
27,149
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,667
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
26,267
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
26,197
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 26.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
25,905
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
25,419
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
24,842
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
24,724
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
24,702
shares
|
$1.14 Million
1.08% of portfolio
|
Q4 2022
Added 86.26%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
24,065
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
22,698
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
21,588
shares
|
$998,013
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,513
shares
|
$994,545
0.02% of portfolio
|
Q2 2025
Reduced 92.83%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
21,480
shares
|
$993,020
0.49% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
21,387
shares
|
$988,721
0.02% of portfolio
|
Q3 2025
Added 43.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
21,323
shares
|
$985,762
0.02% of portfolio
|
Q3 2025
Added 32.49%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,891
shares
|
$965,790
0.15% of portfolio
|
Q3 2025
Reduced 4.93%
|
|