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 52 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $339 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
|
$262 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
492,017
shares
|
$23 Million
0.99% of portfolio
|
Q1 2025
Added 283.92%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
154,278
shares
|
$7.22 Million
0.17% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
117,919
shares
|
$5.52 Million
0.0% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
113,982
shares
|
$5.33 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
92,334
shares
|
$4.32 Million
2.24% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
74,989
shares
|
$3.51 Million
0.87% of portfolio
|
Q2 2025
Added 59.76%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
64,447
shares
|
$3.02 Million
0.49% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
57,462
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 1079.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
46,687
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
46,049
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
28,226
shares
|
$1.32 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
22,353
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,501
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 56.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,066
shares
|
$985,678
0.0% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
17,091
shares
|
$799,687
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
16,261
shares
|
$760,852
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,711
shares
|
$688,327
0.02% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
14,641
shares
|
$685,052
0.23% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,393
shares
|
$626,658
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,083
shares
|
$612,153
0.05% of portfolio
|
Q2 2025
Added 149.25%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
12,103
shares
|
$566,299
0.36% of portfolio
|
Q2 2025
Added 50.57%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
12,052
shares
|
$563,913
0.41% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
9,016
shares
|
$421,858
0.05% of portfolio
|
Q1 2025
Added 0.45%
|