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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,590
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
214,776
shares
|
$15.9 Million
1.34% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
199,897
shares
|
$14.8 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
189,410
shares
|
$14 Million
0.35% of portfolio
|
Q3 2025
Added 40.3%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
171,835
shares
|
$12.7 Million
2.89% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
165,341
shares
|
$12.2 Million
0.09% of portfolio
|
Q3 2025
Added 85.82%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
154,755
shares
|
$11.4 Million
0.82% of portfolio
|
Q3 2025
Added 359.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
139,399
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Added 1495.87%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
138,730
shares
|
$10.3 Million
2.75% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
137,418
shares
|
$10.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
126,356
shares
|
$9.35 Million
1.45% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,953
shares
|
$8.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
114,955
shares
|
$8.5 Million
3.62% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
108,618
shares
|
$8.04 Million
4.25% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
105,373
shares
|
$7.8 Million
2.37% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
99,759
shares
|
$7.38 Million
0.87% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
92,690
shares
|
$6.86 Million
2.97% of portfolio
|
Q3 2025
Added 114.99%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
90,021
shares
|
$6.66 Million
2.19% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
86,324
shares
|
$6.39 Million
0.93% of portfolio
|
Q3 2025
Added 20.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
85,549
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.91%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
84,023
shares
|
$6.22 Million
3.52% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
79,232
shares
|
$5.86 Million
0.51% of portfolio
|
Q3 2025
Added 62.14%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
78,928
shares
|
$5.84 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
78,919
shares
|
$5.84 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
77,167
shares
|
$5.71 Million
0.1% of portfolio
|
Q2 2025
Added 1425.94%
|