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 155 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 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
|
$601 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,749,301
shares
|
$100 Million
0.04% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,136,446
shares
|
$65 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
755,850
shares
|
$43.2 Million
4.95% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
690,688
shares
|
$39.5 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
534,473
shares
|
$30.6 Million
0.07% of portfolio
|
Q1 2025
Added 116.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
509,316
shares
|
$29.1 Million
0.06% of portfolio
|
Q1 2025
Added 120.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
443,375
shares
|
$25.4 Million
0.1% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
396,884
shares
|
$22.7 Million
3.62% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
365,501
shares
|
$20.9 Million
6.54% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
349,276
shares
|
$20 Million
7.73% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
345,822
shares
|
$19.8 Million
0.01% of portfolio
|
Q1 2025
Added 115.25%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
261,978
shares
|
$15 Million
7.44% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
236,038
shares
|
$13.5 Million
3.22% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
220,555
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
204,176
shares
|
$11.7 Million
2.28% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
203,711
shares
|
$11.7 Million
0.01% of portfolio
|
Q1 2025
Added 257762.03%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
194,384
shares
|
$11.1 Million
2.92% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
174,259
shares
|
$9.97 Million
0.01% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
153,944
shares
|
$8.81 Million
4.54% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
149,866
shares
|
$8.57 Million
0.0% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,633
shares
|
$8.5 Million
0.01% of portfolio
|
Q3 2024
Added 109.41%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
145,081
shares
|
$8.3 Million
3.07% of portfolio
|
Q1 2025
Added 130.72%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
141,706
shares
|
$8.11 Million
0.76% of portfolio
|
Q1 2025
Added 74.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
124,297
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2025
Added 13.6%
|