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 147 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
30,596
shares
|
$1.82 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
29,548
shares
|
$1.76 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,216
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,843
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
27,582
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
24,469
shares
|
$1.46 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
23,392
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,678
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Added 47.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
22,226
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
22,188
shares
|
$1.32 Million
0.48% of portfolio
|
Q4 2024
Reduced 50.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
21,399
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
20,689
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
20,128
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
19,848
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
19,024
shares
|
$1.13 Million
0.38% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
17,897
shares
|
$1.07 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
17,897
shares
|
$1.07 Million
0.4% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,763
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
15,900
shares
|
$947,004
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,708
shares
|
$935,568
0.01% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
14,924
shares
|
$888,873
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
14,822
shares
|
$882,798
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
14,115
shares
|
$840,689
0.33% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
13,353
shares
|
$795,304
0.02% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
12,812
shares
|
$763,082
0.07% of portfolio
|
Q4 2024
Added 36.95%
|