Institutional Ownership J P Morgan Exchange Traded Fd (JPRE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPRE). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,600,876
shares
|
$262 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
525,032
shares
|
$24.6 Million
0.95% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
154,278
shares
|
$7.22 Million
0.17% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
134,307
shares
|
$6.28 Million
4.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
126,148
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
Added 119.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
121,469
shares
|
$5.68 Million
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
113,982
shares
|
$5.33 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
109,218
shares
|
$5.11 Million
2.82% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
99,532
shares
|
$4.66 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
74,989
shares
|
$3.51 Million
0.87% of portfolio
|
Q2 2025
Added 59.76%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
64,447
shares
|
$3.02 Million
0.49% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
46,687
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
46,049
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
28,226
shares
|
$1.32 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
28,014
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
22,353
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,501
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 56.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,066
shares
|
$985,678
0.0% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,074
shares
|
$798,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,711
shares
|
$688,327
0.02% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
14,641
shares
|
$685,052
0.23% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
13,628
shares
|
$637,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,393
shares
|
$626,658
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,083
shares
|
$612,153
0.05% of portfolio
|
Q2 2025
Added 149.25%
|