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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,961
shares
|
$340,969
0.02% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
5,854
shares
|
$334,848
0.15% of portfolio
|
Q1 2025
Added 45.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,585
shares
|
$319,462
0.01% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,515
shares
|
$315,458
0.03% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,473
shares
|
$313,055
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,861
shares
|
$278,049
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,745
shares
|
$271,414
0.01% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
4,484
shares
|
$256,484
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,400
shares
|
$251,680
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
4,391
shares
|
$251,165
0.04% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
4,235
shares
|
$242,242
0.21% of portfolio
|
Q1 2025
Reduced 89.22%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
4,106
shares
|
$234,863
0.07% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,997
shares
|
$228,628
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,974
shares
|
$227,312
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
3,925
shares
|
$224,510
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
3,870
shares
|
$221,364
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,620
shares
|
$207,064
0.0% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,503
shares
|
$143,171
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,203
shares
|
$126,011
0.0% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,109
shares
|
$120,634
0.05% of portfolio
|
Q1 2025
Added 91.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,100
shares
|
$120,120
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,974
shares
|
$112,912
0.07% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,885
shares
|
$107,822
0.05% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,535
shares
|
$87,802
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,223
shares
|
$69,955
0.01% of portfolio
|
Q2 2022
New holding
|