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 99 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $958 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
10,679,563
shares
|
$652 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
823,727
shares
|
$50.3 Million
0.02% of portfolio
|
Q2 2024
Added 23.81%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
800,677
shares
|
$48.9 Million
5.64% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
346,824
shares
|
$21.2 Million
0.09% of portfolio
|
Q3 2024
Added 56.1%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
327,055
shares
|
$20 Million
7.99% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
311,088
shares
|
$19 Million
6.67% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
196,878
shares
|
$12 Million
3.17% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
180,282
shares
|
$11 Million
0.03% of portfolio
|
Q2 2024
Added 77.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
153,904
shares
|
$9.4 Million
0.01% of portfolio
|
Q2 2024
Added 315.13%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
149,392
shares
|
$9.13 Million
4.61% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,633
shares
|
$9.08 Million
0.01% of portfolio
|
Q3 2024
Added 109.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,790
shares
|
$7.93 Million
0.01% of portfolio
|
Q3 2024
Added 228.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
113,595
shares
|
$6.94 Million
3.29% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
98,936
shares
|
$6.04 Million
0.93% of portfolio
|
Q3 2024
Added 318.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
86,803
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2024
Added 116.47%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
71,098
shares
|
$4.34 Million
1.28% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
70,287
shares
|
$4.29 Million
0.37% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
63,713
shares
|
$3.89 Million
2.13% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
62,509
shares
|
$3.82 Million
1.27% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
60,327
shares
|
$3.69 Million
0.7% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
52,993
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2024
Added 28.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
47,496
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
45,214
shares
|
$2.76 Million
1.47% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
44,401
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
44,103
shares
|
$2.69 Million
1.09% of portfolio
|
Q3 2024
Added 9.3%
|