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 58 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Aug 14, 2025 Q2 2025 |
9,070
shares
|
$424,385
0.05% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
9,014
shares
|
$421,765
0.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,419
shares
|
$393,925
0.02% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
8,414
shares
|
$393,691
0.0% of portfolio
|
Q2 2025
Added 90.92%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
8,191
shares
|
$383,256
0.21% of portfolio
|
Q2 2025
Added 138.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,450
shares
|
$348,585
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
6,575
shares
|
$307,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,701
shares
|
$219,959
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
4,451
shares
|
$208,262
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,314
shares
|
$201,852
0.0% of portfolio
|
Q2 2025
Added 228.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,489
shares
|
$163,250
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,653
shares
|
$77,343
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
981
shares
|
$45,900
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
902
shares
|
$42,204
0.0% of portfolio
|
Q2 2025
Reduced 94.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
890
shares
|
$41,643
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
874
shares
|
$40,894
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
771
shares
|
$36,075
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
655
shares
|
$30,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
443
shares
|
$20,727
0.02% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
426
shares
|
$19,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
392
shares
|
$18,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
366
shares
|
$17,125
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
339
shares
|
$15,861
0.0% of portfolio
|
Q3 2022
New holding
|