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 241 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $7.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
185,366
shares
|
$13.5 Million
5.31% of portfolio
|
Q2 2025
Added 54.56%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
164,145
shares
|
$12 Million
2.79% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
152,509
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
139,399
shares
|
$10.2 Million
0.06% of portfolio
|
Q2 2025
Added 1495.87%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
137,418
shares
|
$10 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
135,004
shares
|
$9.86 Million
0.27% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
133,823
shares
|
$9.78 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,953
shares
|
$8.69 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
118,890
shares
|
$8.69 Million
1.5% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
105,407
shares
|
$7.7 Million
4.34% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
103,408
shares
|
$7.56 Million
2.42% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
102,131
shares
|
$7.46 Million
3.4% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
88,979
shares
|
$6.5 Million
0.06% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
82,571
shares
|
$6.03 Million
0.74% of portfolio
|
Q2 2025
Added 37.31%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
80,133
shares
|
$5.86 Million
2.34% of portfolio
|
Q2 2025
Added 61.43%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
78,919
shares
|
$5.77 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
78,431
shares
|
$5.73 Million
2.07% of portfolio
|
Q2 2025
Added 25.74%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
77,167
shares
|
$5.64 Million
0.1% of portfolio
|
Q2 2025
Added 1425.94%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
71,556
shares
|
$5.23 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
70,140
shares
|
$5.13 Million
1.65% of portfolio
|
Q2 2025
Added 308.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,117
shares
|
$5.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
69,849
shares
|
$5.1 Million
0.04% of portfolio
|
Q2 2025
Added 206.53%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
66,401
shares
|
$4.85 Million
2.57% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
64,506
shares
|
$4.71 Million
1.4% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
61,135
shares
|
$4.47 Million
0.13% of portfolio
|
Q2 2025
Added 12.2%
|