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 150 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
36,921
shares
|
$2.23 Million
0.03% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
35,354
shares
|
$2.14 Million
0.19% of portfolio
|
Q1 2025
Added 78.12%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
35,243
shares
|
$2.13 Million
0.55% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
35,154
shares
|
$2.13 Million
0.17% of portfolio
|
Q1 2025
Added 55.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
34,026
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2025
Added 45.46%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
31,848
shares
|
$1.93 Million
0.78% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,553
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
30,048
shares
|
$1.82 Million
0.42% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,216
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
28,122
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,181
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
24,723
shares
|
$1.5 Million
0.46% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
24,344
shares
|
$1.47 Million
0.09% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
22,830
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
22,800
shares
|
$1.38 Million
0.54% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,446
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
21,297
shares
|
$1.29 Million
0.38% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
20,482
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Added 53.39%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
17,535
shares
|
$1.06 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,626
shares
|
$945,685
0.02% of portfolio
|
Q1 2025
Added 108.26%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
15,591
shares
|
$943,567
0.36% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
15,350
shares
|
$928,982
0.12% of portfolio
|
Q1 2025
Added 184.21%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
14,822
shares
|
$897,027
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
14,782
shares
|
$894,606
0.29% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
14,439
shares
|
$873,848
0.04% of portfolio
|
Q1 2025
New holding
|