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 52 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,759,188
shares
|
$278 Million
0.02% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
140,068
shares
|
$6.77 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
128,155
shares
|
$6.19 Million
0.23% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
99,194
shares
|
$4.79 Million
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
64,786
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
63,750
shares
|
$3.08 Million
1.46% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
60,041
shares
|
$2.9 Million
0.4% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
46,747
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
36,729
shares
|
$1.77 Million
0.31% of portfolio
|
Q4 2024
Added 10246.2%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
24,794
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,740
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 72.14%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
21,869
shares
|
$1.06 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
|
$940,113
0.03% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,302
shares
|
$932,672
0.0% of portfolio
|
Q4 2024
Added 175.62%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
18,884
shares
|
$912,474
1.1% of portfolio
|
Q4 2024
Reduced 41.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,973
shares
|
$868,455
0.0% of portfolio
|
Q4 2024
Reduced 78.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
16,926
shares
|
$817,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,261
shares
|
$785,731
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,591
shares
|
$656,717
0.23% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,017
shares
|
$580,661
0.0% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
8,976
shares
|
$433,720
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
7,695
shares
|
$371,822
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
6,652
shares
|
$321,424
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,327
shares
|
$257,400
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|