Institutional Ownership J P Morgan Exchange Traded Fd (JMEE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JMEE). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
126,657
shares
|
$7.95 Million
3.31% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
116,895
shares
|
$7.33 Million
4.63% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
113,990
shares
|
$7.15 Million
0.6% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
111,405
shares
|
$6.99 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
92,856
shares
|
$5.83 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
89,633
shares
|
$5.62 Million
0.41% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
89,104
shares
|
$5.59 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
85,296
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
83,493
shares
|
$5.24 Million
1.09% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
77,886
shares
|
$4.89 Million
2.2% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
74,559
shares
|
$4.68 Million
1.2% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
72,035
shares
|
$4.52 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
68,442
shares
|
$4.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
65,926
shares
|
$4.14 Million
0.3% of portfolio
|
Q3 2025
Added 455.12%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
65,772
shares
|
$4.13 Million
0.55% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
56,630
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
54,340
shares
|
$3.41 Million
0.03% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
51,758
shares
|
$3.25 Million
0.46% of portfolio
|
Q3 2025
Added 79.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
49,854
shares
|
$3.13 Million
0.02% of portfolio
|
Q2 2025
Added 46.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
49,819
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
48,078
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
47,419
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
47,408
shares
|
$2.97 Million
0.58% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
43,970
shares
|
$2.76 Million
0.2% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
40,155
shares
|
$2.52 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|