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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
13,596
shares
|
$822,829
0.01% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
13,090
shares
|
$792,206
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
11,558
shares
|
$699,490
0.07% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,491
shares
|
$695,435
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,389
shares
|
$689,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
11,210
shares
|
$678,429
0.13% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
10,778
shares
|
$652,284
0.03% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,959
shares
|
$602,718
0.0% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,747
shares
|
$589,888
0.17% of portfolio
|
Q1 2025
Reduced 56.07%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,731
shares
|
$588,920
0.03% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,704
shares
|
$587,286
0.04% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
9,104
shares
|
$550,974
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
8,736
shares
|
$528,702
0.09% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,735
shares
|
$528,642
0.04% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
8,425
shares
|
$509,881
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,950
shares
|
$481,134
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,486
shares
|
$453,052
0.0% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,194
shares
|
$435,380
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
7,112
shares
|
$430,418
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,882
shares
|
$416,498
0.0% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
6,517
shares
|
$394,408
0.18% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,421
shares
|
$388,598
0.07% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,961
shares
|
$360,759
0.02% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
5,854
shares
|
$354,284
0.15% of portfolio
|
Q1 2025
Added 45.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,585
shares
|
$338,004
0.01% of portfolio
|
Q1 2025
Added 2.84%
|