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 48 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,428,957
shares
|
$256 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
140,068
shares
|
$6.61 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
109,841
shares
|
$5.18 Million
0.22% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
96,194
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
84,246
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Added 796.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,661
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
62,049
shares
|
$2.93 Million
1.56% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
56,287
shares
|
$2.66 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
46,306
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 65.18%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
32,547
shares
|
$1.54 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
31,355
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 92.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
21,869
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Added 202.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,456
shares
|
$918,128
0.03% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,591
shares
|
$641,359
0.23% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,210
shares
|
$623,379
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,961
shares
|
$611,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
8,976
shares
|
$423,577
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,057
shares
|
$380,209
0.0% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,003
shares
|
$330,471
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,369
shares
|
$253,363
0.0% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,451
shares
|
$210,042
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,230
shares
|
$199,613
0.17% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,309
shares
|
$156,151
0.0% of portfolio
|
Q3 2024
Added 66.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,096
shares
|
$98,910
0.0% of portfolio
|
Q3 2024
Added 19.43%
|