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 99 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $958 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
10,490
shares
|
$640,834
0.02% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,922
shares
|
$606,134
0.0% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
9,165
shares
|
$559,889
0.42% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
9,144
shares
|
$558,606
0.0% of portfolio
|
Q2 2024
Added 42.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
9,135
shares
|
$558,057
0.0% of portfolio
|
Q2 2024
Added 148.37%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,981
shares
|
$548,649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
8,869
shares
|
$541,807
0.0% of portfolio
|
Q2 2024
Added 24536.11%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 19, 2024 Q2 2024 |
8,155
shares
|
$498,188
0.27% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
7,352
shares
|
$449,133
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
7,128
shares
|
$435,449
0.11% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
6,709
shares
|
$409,852
0.01% of portfolio
|
Q2 2024
Added 34.94%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
6,457
shares
|
$394,458
0.04% of portfolio
|
Q2 2024
Added 26.78%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
5,643
shares
|
$344,730
0.0% of portfolio
|
Q2 2024
Added 118.04%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
5,443
shares
|
$332,512
0.19% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,268
shares
|
$321,822
0.02% of portfolio
|
Q3 2024
Added 27.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
4,541
shares
|
$277,409
0.01% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,205
shares
|
$256,883
0.01% of portfolio
|
Q3 2024
Added 23.03%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,925
shares
|
$239,778
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
3,906
shares
|
$238,617
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,777
shares
|
$230,736
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
3,628
shares
|
$221,634
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
3,554
shares
|
$217,113
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,316
shares
|
$202,574
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,503
shares
|
$152,908
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
2,100
shares
|
$128,289
0.04% of portfolio
|
Q4 2022
New holding
|