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 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
30,596
shares
|
$1.6 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
29,548
shares
|
$1.55 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,216
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,843
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
27,582
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
25,639
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
24,723
shares
|
$1.29 Million
0.46% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
23,392
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
22,800
shares
|
$1.19 Million
0.54% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,678
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2024
Added 47.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
22,226
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
22,188
shares
|
$1.16 Million
0.48% of portfolio
|
Q4 2024
Reduced 50.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
21,399
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
20,689
shares
|
$1.08 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
20,128
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
19,848
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,078
shares
|
$998,733
0.15% of portfolio
|
Q1 2025
Reduced 88.26%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
17,897
shares
|
$936,907
0.4% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
17,897
shares
|
$936,907
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,763
shares
|
$929,893
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
17,184
shares
|
$899,582
0.07% of portfolio
|
Q1 2025
Added 65.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
15,900
shares
|
$832,365
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,708
shares
|
$822,313
0.01% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
15,591
shares
|
$816,188
0.36% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
15,350
shares
|
$803,572
0.12% of portfolio
|
Q1 2025
Added 184.21%
|