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 57 institutions that hold shares in the stock, with a total of 7.89 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,220,324
shares
|
$295 Million
0.02% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
439,183
shares
|
$20.8 Million
0.8% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
160,068
shares
|
$7.58 Million
0.0% of portfolio
|
Q3 2025
Added 26.89%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
151,272
shares
|
$7.17 Million
4.29% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
125,089
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
116,507
shares
|
$5.52 Million
2.98% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
105,225
shares
|
$4.98 Million
1.1% of portfolio
|
Q3 2025
Added 40.32%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
105,123
shares
|
$4.98 Million
0.38% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
78,341
shares
|
$3.71 Million
0.53% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
76,861
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Added 64.63%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
29,092
shares
|
$1.38 Million
1.32% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,148
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,836
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,473
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,501
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 56.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
19,244
shares
|
$911,588
0.08% of portfolio
|
Q3 2025
Added 47.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
16,261
shares
|
$770,283
0.0% of portfolio
|
Q3 2025
Reduced 41.95%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
15,110
shares
|
$715,760
0.22% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,468
shares
|
$685,349
0.02% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
14,369
shares
|
$680,659
0.01% of portfolio
|
Q3 2025
Added 110430.77%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Nov 03, 2025 Q3 2025 |
11,734
shares
|
$555,839
0.24% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,172
shares
|
$481,847
0.0% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
9,633
shares
|
$456,315
0.29% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
9,123
shares
|
$432,156
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
8,121
shares
|
$384,691
0.26% of portfolio
|
Q3 2025
Reduced 0.85%
|
|