Institutional Ownership J P Morgan Exchange Traded Fd (JMEE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JMEE). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,622,631
shares
|
$574 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,528,202
shares
|
$82.6 Million
0.04% of portfolio
|
Q4 2024
Added 38.85%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
820,004
shares
|
$44.3 Million
5.6% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
418,170
shares
|
$22.6 Million
0.1% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
396,884
shares
|
$21.4 Million
3.62% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
365,501
shares
|
$19.8 Million
6.54% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
349,276
shares
|
$18.9 Million
7.73% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
261,978
shares
|
$14.2 Million
7.44% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
247,366
shares
|
$13.4 Million
0.04% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
236,038
shares
|
$12.8 Million
3.22% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
230,604
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Added 47.6%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
194,384
shares
|
$10.5 Million
2.92% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
194,102
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
185,590
shares
|
$10 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
160,658
shares
|
$8.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
153,944
shares
|
$8.32 Million
4.54% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,633
shares
|
$8.03 Million
0.01% of portfolio
|
Q3 2024
Added 109.41%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
145,081
shares
|
$7.84 Million
3.07% of portfolio
|
Q1 2025
Added 130.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
138,619
shares
|
$7.49 Million
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
130,880
shares
|
$7.07 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
128,432
shares
|
$6.94 Million
0.0% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
125,000
shares
|
$6.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
124,297
shares
|
$6.72 Million
0.0% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
117,896
shares
|
$6.37 Million
3.38% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
114,745
shares
|
$6.2 Million
0.01% of portfolio
|
Q4 2024
Added 178.87%
|