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 151 institutions that hold shares in the stock, with a total of 23.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,268
shares
|
$315,711
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,133
shares
|
$307,620
0.05% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,853
shares
|
$290,840
0.01% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
4,826
shares
|
$289,222
0.16% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
4,734
shares
|
$283,708
0.09% of portfolio
|
Q2 2025
Added 19.12%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
4,390
shares
|
$263,092
0.22% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,140
shares
|
$248,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,989
shares
|
$239,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
3,870
shares
|
$231,929
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,842
shares
|
$230,251
0.0% of portfolio
|
Q2 2025
Added 53.5%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,620
shares
|
$216,946
0.0% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,554
shares
|
$212,991
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,489
shares
|
$209,095
0.0% of portfolio
|
Q2 2025
Reduced 61.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,406
shares
|
$204,121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,246
shares
|
$194,532
0.04% of portfolio
|
Q2 2025
Added 369.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
2,100
shares
|
$125,853
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,974
shares
|
$118,301
0.07% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,885
shares
|
$112,968
0.05% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,535
shares
|
$91,992
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,421
shares
|
$85,160
0.0% of portfolio
|
Q2 2025
Added 80.1%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,223
shares
|
$73,294
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,043
shares
|
$62,506
0.0% of portfolio
|
Q2 2025
Reduced 52.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
916
shares
|
$54,895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
913
shares
|
$54,716
0.0% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
772
shares
|
$46,265
0.0% of portfolio
|
Q4 2024
New holding
|