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 186 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
65,333,419
shares
|
$4.21 Billion
0.31% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,063,454
shares
|
$197 Million
0.08% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,586,042
shares
|
$102 Million
0.25% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,241,415
shares
|
$80 Million
0.11% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,117,167
shares
|
$72 Million
0.2% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,086,279
shares
|
$70 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
818,247
shares
|
$52.7 Million
2.28% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
738,485
shares
|
$47.6 Million
21.55% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
734,829
shares
|
$47.4 Million
1.06% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
700,765
shares
|
$45.2 Million
8.42% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
685,566
shares
|
$44.2 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
635,514
shares
|
$41 Million
2.92% of portfolio
|
Q4 2024
Reduced 37.0%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
627,065
shares
|
$40.4 Million
12.7% of portfolio
|
Q1 2025
Added 100.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
619,441
shares
|
$39.9 Million
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
611,512
shares
|
$39.4 Million
0.15% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
543,830
shares
|
$35 Million
0.07% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
465,518
shares
|
$30 Million
2.93% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
433,242
shares
|
$27.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
421,219
shares
|
$27.1 Million
0.5% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
400,284
shares
|
$25.8 Million
1.02% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
375,521
shares
|
$24.2 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
365,172
shares
|
$23.5 Million
4.51% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
364,619
shares
|
$23.5 Million
0.0% of portfolio
|
Q4 2024
Added 1195.73%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
324,082
shares
|
$20.9 Million
5.7% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
319,857
shares
|
$20.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|