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 265 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $7.78 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
|
$4.6 Billion
0.31% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,051,112
shares
|
$300 Million
0.1% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,734,295
shares
|
$202 Million
0.06% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,731,288
shares
|
$128 Million
0.3% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,631,713
shares
|
$121 Million
4.89% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,577,628
shares
|
$117 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,524,632
shares
|
$113 Million
0.15% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,514,521
shares
|
$112 Million
0.33% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
1,481,410
shares
|
$110 Million
1.78% of portfolio
|
Q3 2025
Added 27.05%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,475,057
shares
|
$109 Million
1.45% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,358,561
shares
|
$101 Million
0.28% of portfolio
|
Q2 2025
Added 887.63%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,018,563
shares
|
$75.4 Million
1.38% of portfolio
|
Q3 2025
Added 78.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,001,264
shares
|
$74.1 Million
1.15% of portfolio
|
Q2 2025
Added 194.92%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
868,178
shares
|
$64.2 Million
6.11% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
856,804
shares
|
$63.4 Million
0.11% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
781,048
shares
|
$57.8 Million
9.44% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
759,327
shares
|
$56.2 Million
0.31% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
759,048
shares
|
$56.2 Million
24.02% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
750,730
shares
|
$55.5 Million
0.1% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
739,000
shares
|
$54.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
715,613
shares
|
$52.9 Million
15.54% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
705,238
shares
|
$52.2 Million
1.22% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
654,990
shares
|
$48.5 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
595,665
shares
|
$44.1 Million
0.02% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
551,912
shares
|
$40.8 Million
0.64% of portfolio
|
Q3 2025
Added 13.58%
|