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 54 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,327
shares
|
$254,683
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,873
shares
|
$232,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,451
shares
|
$212,802
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,433
shares
|
$164,131
0.23% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,115
shares
|
$148,928
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,250
shares
|
$107,572
0.0% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,248
shares
|
$107,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
1,495
shares
|
$71,475
0.02% of portfolio
|
Q4 2024
Added 36.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,461
shares
|
$69,850
0.0% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$58,471
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,160
shares
|
$55,459
0.0% of portfolio
|
Q4 2024
Added 43.21%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
981
shares
|
$46,901
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
915
shares
|
$43,746
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
874
shares
|
$41,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
754
shares
|
$36,048
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
443
shares
|
$21,179
0.02% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
426
shares
|
$20,367
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
339
shares
|
$16,207
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
339
shares
|
$16,207
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
280
shares
|
$13,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
143
shares
|
$6,836
0.0% of portfolio
|
Q2 2024
Reduced 41.63%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
110
shares
|
$5,259
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
43
shares
|
$2,055
0.0% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
38
shares
|
$1,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
22
shares
|
$1,051
0.0% of portfolio
|
Q4 2024
New holding
|