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 266 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
452,457
shares
|
$33.5 Million
2.87% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
450,142
shares
|
$33.3 Million
1.28% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
444,745
shares
|
$32.9 Million
3.51% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
371,923
shares
|
$27.5 Million
4.5% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
356,676
shares
|
$26.4 Million
0.02% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
351,234
shares
|
$26 Million
1.02% of portfolio
|
Q2 2025
Added 39.64%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
349,065
shares
|
$25.8 Million
6.24% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
322,180
shares
|
$23.8 Million
2.8% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
310,862
shares
|
$23 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
306,630
shares
|
$22.7 Million
0.07% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
300,572
shares
|
$22.2 Million
10.3% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
290,983
shares
|
$21.5 Million
1.17% of portfolio
|
Q3 2025
Added 35.94%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
290,730
shares
|
$21.5 Million
1.6% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
289,968
shares
|
$21.5 Million
4.98% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
284,814
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.68%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
279,588
shares
|
$20.7 Million
2.98% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
278,844
shares
|
$20.6 Million
0.05% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
273,560
shares
|
$20.2 Million
0.43% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
267,516
shares
|
$19.8 Million
7.29% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
263,095
shares
|
$19.5 Million
0.01% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
253,125
shares
|
$18.7 Million
3.19% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
249,433
shares
|
$18.5 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
245,766
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
245,388
shares
|
$18.2 Million
4.79% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
230,649
shares
|
$17.1 Million
3.67% of portfolio
|
Q2 2024
New holding
|