JMEE — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JMEE)? 9 institutions reported holding $13.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Private Trust Co. ($6.7M), Planning Strategies Inc. ($3.0M), Capital Advisors Wealth Management, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Private Trust Co. | $6.7M | 90,444 | Added |
| 2 | Planning Strategies Inc. | $3.0M | 40,486 | Added |
| 3 | Capital Advisors Wealth Management, LLC | $1.5M | 20,814 | Added |
| 4 | ROCKLAND TRUST CO | $1.1M | 14,592 | Added |
| 5 | AVAII WEALTH MANAGEMENT, LLC | $516,145 | 6,873 | Hold |
| 6 | Breakwater Capital Group | $389,480 | 5,293 | Added |
| 7 | RIVERSEDGE ADVISORS, LLC | $214,706 | 2,918 | Hold |
| 8 | Farther Finance Advisors, LLC | $23,766 | 323 | Added |
| 9 | CoreCap Advisors, LLC | $3,458 | 47 | Added |
Source: SEC Form 13F filings · as of 2026-09-30