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 274 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,583
shares
|
$394,560
0.02% of portfolio
|
Q4 2024
Added 70.37%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
8,454
shares
|
$388,630
0.3% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
8,306
shares
|
$381,826
0.23% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,250
shares
|
$379,252
0.03% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
8,195
shares
|
$376,724
0.05% of portfolio
|
Q4 2024
Added 89.44%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
7,773
shares
|
$357,324
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,773
shares
|
$357,324
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
7,622
shares
|
$350,383
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,180
shares
|
$330,064
0.0% of portfolio
|
Q4 2024
Reduced 41.74%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
7,172
shares
|
$329,696
0.04% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
6,920
shares
|
$318,112
0.07% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
6,700
shares
|
$307,999
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
6,545
shares
|
$300,873
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
6,507
shares
|
$299,126
0.09% of portfolio
|
Q4 2024
Reduced 96.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,475
shares
|
$297,655
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,375
shares
|
$293,058
0.01% of portfolio
|
Q4 2024
Reduced 25.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,200
shares
|
$285,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
6,034
shares
|
$277,382
0.2% of portfolio
|
Q2 2024
Added 23.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,945
shares
|
$273,291
0.01% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,780
shares
|
$265,706
0.03% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,755
shares
|
$264,557
0.01% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$263,500
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
5,681
shares
|
$261,155
0.07% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
5,675
shares
|
$260,879
0.02% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
5,640
shares
|
$259,270
0.01% of portfolio
|
Q4 2024
Added 9.56%
|