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 148 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,502,045
shares
|
$666 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,976,433
shares
|
$125 Million
0.04% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
859,938
shares
|
$54.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
845,752
shares
|
$53.6 Million
1.23% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
819,349
shares
|
$51.9 Million
4.9% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
584,916
shares
|
$37.1 Million
0.07% of portfolio
|
Q2 2025
Added 33.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
579,860
shares
|
$36.8 Million
0.06% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
475,078
shares
|
$30.1 Million
3.71% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
432,695
shares
|
$27.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
408,759
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
392,621
shares
|
$24.9 Million
7.63% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
335,783
shares
|
$21.3 Million
5.87% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
304,985
shares
|
$19.3 Million
8.24% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
288,256
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 41.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
258,682
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
243,414
shares
|
$15.4 Million
3.56% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
202,383
shares
|
$12.8 Million
1.88% of portfolio
|
Q3 2025
Added 3842.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
198,960
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
197,209
shares
|
$12.5 Million
2.11% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
156,587
shares
|
$9.93 Million
4.57% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
155,929
shares
|
$9.89 Million
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
154,248
shares
|
$9.78 Million
3.18% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,633
shares
|
$9.42 Million
0.01% of portfolio
|
Q3 2024
Added 109.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
140,176
shares
|
$8.89 Million
0.0% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
132,146
shares
|
$8.38 Million
0.67% of portfolio
|
Q2 2025
Reduced 6.75%
|