Institutional Ownership J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd Tr (JIRE). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 99.5 Million shares, which have been reported (via 13F filing form) to have a value of $7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,222,765
shares
|
$4.38 Billion
0.31% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,014,735
shares
|
$212 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,061,888
shares
|
$145 Million
0.04% of portfolio
|
Q2 2025
Added 183.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,745,347
shares
|
$123 Million
0.01% of portfolio
|
Q1 2025
Added 92737.61%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,704,525
shares
|
$120 Million
0.29% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,621,384
shares
|
$114 Million
4.94% of portfolio
|
Q2 2025
Added 107.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,413,400
shares
|
$99.4 Million
0.13% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,411,110
shares
|
$99.3 Million
0.35% of portfolio
|
Q2 2025
Added 30.04%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,252,180
shares
|
$88.1 Million
0.23% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,165,969
shares
|
$82 Million
1.78% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
1,057,253
shares
|
$74.4 Million
1.27% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,001,264
shares
|
$70.4 Million
1.15% of portfolio
|
Q2 2025
Added 194.92%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
868,178
shares
|
$61.1 Million
6.11% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
790,000
shares
|
$55.6 Million
0.1% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
781,048
shares
|
$54.9 Million
9.44% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
768,955
shares
|
$54.1 Million
24.83% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
739,000
shares
|
$52 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
726,790
shares
|
$51.1 Million
13.96% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
703,620
shares
|
$49.5 Million
0.28% of portfolio
|
Q1 2025
Added 128.54%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
676,057
shares
|
$47.6 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
640,553
shares
|
$45.1 Million
0.99% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
572,196
shares
|
$40.3 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
488,788
shares
|
$34.4 Million
3.08% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
485,913
shares
|
$34.2 Million
0.58% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
479,658
shares
|
$33.7 Million
0.01% of portfolio
|
Q1 2025
Added 49.96%
|