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 56 institutions that hold shares in the stock, with a total of 6.85 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,759,188
shares
|
$271 Million
0.02% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
150,163
shares
|
$7.05 Million
0.18% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
128,155
shares
|
$6.02 Million
0.23% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
113,982
shares
|
$5.35 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
99,194
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
64,786
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
63,750
shares
|
$2.99 Million
1.46% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
60,041
shares
|
$2.82 Million
0.4% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
46,939
shares
|
$2.2 Million
0.68% of portfolio
|
Q1 2025
Added 114.64%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
46,747
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
36,729
shares
|
$1.73 Million
0.31% of portfolio
|
Q4 2024
Added 10246.2%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
24,794
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,740
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 72.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,191
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,537
shares
|
$917,652
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,696
shares
|
$878,151
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
16,926
shares
|
$795,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,261
shares
|
$763,779
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
15,540
shares
|
$729,913
0.68% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,591
shares
|
$638,369
0.23% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,017
shares
|
$564,438
0.0% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
8,976
shares
|
$421,602
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
8,038
shares
|
$377,544
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
7,483
shares
|
$351,476
0.32% of portfolio
|
Q4 2024
New holding
|