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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,044
shares
|
$381,044
0.0% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
7,714
shares
|
$365,412
0.24% of portfolio
|
Q3 2025
Reduced 35.99%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,192
shares
|
$340,685
0.0% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,071
shares
|
$287,583
0.0% of portfolio
|
Q3 2025
Reduced 45.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,728
shares
|
$271,335
0.0% of portfolio
|
Q3 2025
Added 32.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,926
shares
|
$233,344
0.0% of portfolio
|
Q3 2025
Added 41.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,702
shares
|
$222,733
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,453
shares
|
$210,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
4,451
shares
|
$210,843
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,139
shares
|
$101,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,834
shares
|
$86,876
0.0% of portfolio
|
Q3 2025
Reduced 96.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,656
shares
|
$78,444
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,144
shares
|
$54,191
0.0% of portfolio
|
Q3 2025
Added 1467.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
981
shares
|
$46,469
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
894
shares
|
$42,348
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
874
shares
|
$41,401
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
655
shares
|
$31,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
600
shares
|
$28,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
593
shares
|
$28,090
0.0% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
443
shares
|
$20,984
0.02% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
426
shares
|
$20,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
398
shares
|
$18,853
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
386
shares
|
$18,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
373
shares
|
$17,669
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
339
shares
|
$16,058
0.0% of portfolio
|
Q2 2022
New holding
|
|