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 50 institutions that hold shares in the stock, with a total of 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,096
shares
|
$99,140
0.0% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,224
shares
|
$57,895
0.0% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
1,098
shares
|
$51,935
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,057
shares
|
$49,996
0.0% of portfolio
|
Q3 2024
Added 61.62%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
981
shares
|
$46,401
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
955
shares
|
$45,171
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
915
shares
|
$43,279
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
874
shares
|
$41,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
810
shares
|
$38,313
0.0% of portfolio
|
Q3 2024
Reduced 93.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
754
shares
|
$35,664
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
443
shares
|
$20,953
0.02% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
426
shares
|
$20,149
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
355
shares
|
$16,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
339
shares
|
$16,034
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
339
shares
|
$16,034
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$14,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
143
shares
|
$6,763
0.0% of portfolio
|
Q2 2024
Reduced 41.63%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
110
shares
|
$5,203
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
96
shares
|
$4,540
0.0% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
69
shares
|
$3,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38
shares
|
$1,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
22
shares
|
$1,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
13
shares
|
$614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|