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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,031
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 31.62%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
17,599
shares
|
$1.12 Million
0.36% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
17,467
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
17,227
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,811
shares
|
$812,217
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,182
shares
|
$772,338
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
11,990
shares
|
$760,166
0.14% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
11,741
shares
|
$744,379
0.04% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
10,691
shares
|
$677,809
0.06% of portfolio
|
Q2 2025
Reduced 73.74%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,524
shares
|
$667,221
0.04% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,731
shares
|
$616,945
0.03% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,886
shares
|
$563,372
0.04% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
8,746
shares
|
$554,496
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
8,735
shares
|
$553,799
0.11% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,463
shares
|
$536,554
0.0% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
8,228
shares
|
$521,655
0.04% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
7,993
shares
|
$506,756
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,844
shares
|
$497,309
0.0% of portfolio
|
Q2 2025
Reduced 21.24%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
7,543
shares
|
$478,226
0.2% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,936
shares
|
$439,742
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
6,850
shares
|
$434,290
0.19% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,289
shares
|
$398,722
0.08% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,119
shares
|
$387,944
0.0% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,961
shares
|
$377,927
0.02% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,584
shares
|
$354,025
0.01% of portfolio
|
Q3 2025
Added 1.27%
|