Institutional Ownership J P Morgan Exchange Traded Fd (JPRE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPRE). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 7.32 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,600,876
shares
|
$268 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
525,032
shares
|
$25.1 Million
0.95% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
134,307
shares
|
$6.43 Million
4.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
126,148
shares
|
$6.04 Million
0.0% of portfolio
|
Q2 2025
Added 119.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
121,469
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
109,218
shares
|
$5.23 Million
2.82% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
105,225
shares
|
$5.04 Million
1.1% of portfolio
|
Q3 2025
Added 40.32%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
99,532
shares
|
$4.76 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
64,447
shares
|
$3.09 Million
0.49% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
46,687
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
46,049
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
29,092
shares
|
$1.39 Million
1.32% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
28,014
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
22,353
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,501
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 56.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,066
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
19,244
shares
|
$921,210
0.08% of portfolio
|
Q3 2025
Added 47.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,074
shares
|
$817,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
15,110
shares
|
$723,315
0.22% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,711
shares
|
$704,215
0.02% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
13,628
shares
|
$652,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
12,103
shares
|
$579,370
0.36% of portfolio
|
Q2 2025
Added 50.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
11,189
shares
|
$535,617
0.0% of portfolio
|
Q2 2025
Added 32.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,172
shares
|
$486,933
0.0% of portfolio
|
Q3 2025
Reduced 24.05%
|