Institutional Ownership J P Morgan Exchange Traded Fd (JMEE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JMEE). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
10,679,563
shares
|
$688 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
823,727
shares
|
$53.1 Million
0.02% of portfolio
|
Q2 2024
Added 23.81%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
800,677
shares
|
$51.6 Million
5.64% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
346,824
shares
|
$22.3 Million
0.09% of portfolio
|
Q3 2024
Added 56.1%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
327,055
shares
|
$21.1 Million
7.99% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
311,088
shares
|
$20 Million
6.67% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
205,726
shares
|
$13.3 Million
3.31% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
180,282
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2024
Added 77.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
153,904
shares
|
$9.92 Million
0.01% of portfolio
|
Q2 2024
Added 315.13%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
149,392
shares
|
$9.63 Million
4.61% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,633
shares
|
$9.58 Million
0.01% of portfolio
|
Q3 2024
Added 109.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,790
shares
|
$8.36 Million
0.01% of portfolio
|
Q3 2024
Added 228.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
113,933
shares
|
$7.34 Million
3.39% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
98,936
shares
|
$6.38 Million
0.93% of portfolio
|
Q3 2024
Added 318.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,357
shares
|
$5.76 Million
0.0% of portfolio
|
Q3 2024
Added 439.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
86,803
shares
|
$5.59 Million
0.01% of portfolio
|
Q2 2024
Added 116.47%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
71,098
shares
|
$4.58 Million
1.28% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
70,287
shares
|
$4.53 Million
0.37% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
63,713
shares
|
$4.11 Million
2.13% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
62,883
shares
|
$4.05 Million
1.67% of portfolio
|
Q3 2024
Added 485.72%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
62,509
shares
|
$4.03 Million
1.27% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
60,327
shares
|
$3.89 Million
0.7% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
52,993
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2024
Added 28.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
47,496
shares
|
$3.06 Million
0.02% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
45,214
shares
|
$2.91 Million
1.47% of portfolio
|
Q3 2024
Reduced 27.39%
|