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 149 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 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
|
$629 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
|
$118 Million
0.04% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
859,938
shares
|
$51.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
845,752
shares
|
$50.7 Million
1.23% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
799,983
shares
|
$47.9 Million
4.83% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
579,860
shares
|
$34.8 Million
0.06% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
463,991
shares
|
$27.8 Million
0.1% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
442,415
shares
|
$26.5 Million
3.52% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
436,767
shares
|
$26.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
408,759
shares
|
$24.5 Million
0.01% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
387,521
shares
|
$23.2 Million
7.6% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
368,650
shares
|
$22.1 Million
7.37% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
288,256
shares
|
$17.3 Million
0.01% of portfolio
|
Q2 2025
Added 41.5%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
286,683
shares
|
$17.2 Million
4.08% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
285,065
shares
|
$17.1 Million
7.93% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
258,682
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
210,980
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
197,209
shares
|
$11.8 Million
2.11% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
156,587
shares
|
$9.38 Million
4.57% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
155,929
shares
|
$9.34 Million
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
154,248
shares
|
$9.24 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
|
$8.91 Million
0.01% of portfolio
|
Q3 2024
Added 109.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
140,176
shares
|
$8.4 Million
0.0% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
132,146
shares
|
$7.92 Million
0.67% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
120,470
shares
|
$7.22 Million
4.36% of portfolio
|
Q2 2025
Added 26.16%
|