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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,515
shares
|
$333,767
0.03% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,861
shares
|
$294,187
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,853
shares
|
$293,703
0.01% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,745
shares
|
$287,167
0.01% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
4,484
shares
|
$271,371
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,400
shares
|
$266,288
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
4,235
shares
|
$256,302
0.21% of portfolio
|
Q1 2025
Reduced 89.22%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,997
shares
|
$241,898
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,974
shares
|
$240,506
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
3,925
shares
|
$237,541
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
3,870
shares
|
$234,212
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,620
shares
|
$219,082
0.0% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,503
shares
|
$151,481
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,203
shares
|
$133,325
0.0% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,109
shares
|
$127,636
0.05% of portfolio
|
Q1 2025
Added 91.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,100
shares
|
$127,092
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,974
shares
|
$119,466
0.07% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,885
shares
|
$114,080
0.05% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,535
shares
|
$92,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,223
shares
|
$74,015
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
991
shares
|
$59,975
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
789
shares
|
$47,750
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
773
shares
|
$46,781
0.0% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
772
shares
|
$46,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
691
shares
|
$41,819
0.01% of portfolio
|
Q1 2025
New holding
|