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 7.11 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,856
shares
|
$425,265
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
8,038
shares
|
$385,984
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,503
shares
|
$360,294
0.0% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,610
shares
|
$269,392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,700
shares
|
$225,694
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
4,451
shares
|
$213,737
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,407
shares
|
$211,624
0.0% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,433
shares
|
$164,852
0.23% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,229
shares
|
$155,056
0.0% of portfolio
|
Q1 2025
Added 43.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,617
shares
|
$77,648
0.0% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
1,584
shares
|
$76,063
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,312
shares
|
$63,002
0.0% of portfolio
|
Q1 2025
Added 43.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
981
shares
|
$47,107
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
886
shares
|
$42,545
0.0% of portfolio
|
Q1 2025
Reduced 27.56%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
874
shares
|
$41,969
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
754
shares
|
$36,207
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
443
shares
|
$21,272
0.02% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
363
shares
|
$17,431
0.0% of portfolio
|
Q1 2025
Added 29.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
339
shares
|
$16,278
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
339
shares
|
$16,278
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
144
shares
|
$6,914
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
113
shares
|
$5,426
0.0% of portfolio
|
Q1 2025
Added 182.5%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
110
shares
|
$5,282
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
110
shares
|
$5,282
0.0% of portfolio
|
Q1 2025
Reduced 90.52%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
13
shares
|
$624
0.0% of portfolio
|
Q1 2025
New holding
|