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 53 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $331 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 |
May 07, 2025 Q1 2025 |
492,017
shares
|
$23 Million
0.99% of portfolio
|
Q1 2025
Added 283.92%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
150,163
shares
|
$7.03 Million
0.18% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
117,919
shares
|
$5.52 Million
0.0% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
113,982
shares
|
$5.34 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
92,334
shares
|
$4.32 Million
2.24% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
57,462
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 1079.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
52,503
shares
|
$2.46 Million
0.46% of portfolio
|
Q1 2025
Added 42.95%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
46,939
shares
|
$2.2 Million
0.68% of portfolio
|
Q1 2025
Added 114.64%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
46,652
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
41,647
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
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
|
Apr 29, 2025 Q1 2025 |
22,191
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,537
shares
|
$914,917
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,696
shares
|
$875,533
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
17,091
shares
|
$800,371
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,261
shares
|
$761,502
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
15,540
shares
|
$727,738
0.68% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,532
shares
|
$680,533
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,733
shares
|
$643,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
13,711
shares
|
$642,086
0.24% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
9,016
shares
|
$422,219
0.05% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
8,977
shares
|
$420,392
0.39% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,856
shares
|
$414,726
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
8,038
shares
|
$376,419
1.26% of portfolio
|
Q1 2025
New holding
|