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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
5,431
shares
|
$323,470
0.01% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
5,401
shares
|
$321,683
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,326
shares
|
$317,216
0.01% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,745
shares
|
$282,612
0.01% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
4,016
shares
|
$239,192
0.1% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
4,002
shares
|
$238,359
0.05% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,972
shares
|
$236,572
0.09% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
3,925
shares
|
$233,773
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
3,857
shares
|
$229,722
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
3,854
shares
|
$229,544
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
3,554
shares
|
$211,676
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,503
shares
|
$149,078
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$125,076
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,974
shares
|
$117,571
0.07% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,810
shares
|
$107,803
0.05% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,648
shares
|
$98,154
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,535
shares
|
$91,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,475
shares
|
$87,851
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,223
shares
|
$72,841
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,219
shares
|
$72,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,101
shares
|
$65,575
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
953
shares
|
$56,760
0.0% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
799
shares
|
$47,588
0.0% of portfolio
|
Q4 2024
Added 70.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
772
shares
|
$45,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
649
shares
|
$38,654
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|