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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
60,864
shares
|
$4.45 Million
2.19% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
60,587
shares
|
$4.43 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
56,005
shares
|
$4.09 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
55,301
shares
|
$4.04 Million
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
55,033
shares
|
$4.02 Million
1.28% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,543
shares
|
$3.62 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
48,867
shares
|
$3.57 Million
0.31% of portfolio
|
Q2 2025
Added 55.31%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
43,113
shares
|
$3.15 Million
1.5% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
42,713
shares
|
$3.12 Million
0.27% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
40,264
shares
|
$2.94 Million
0.39% of portfolio
|
Q2 2025
Added 43.7%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
40,017
shares
|
$2.92 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
34,766
shares
|
$2.54 Million
1.06% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
34,077
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2025
Added 716.61%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
33,652
shares
|
$2.46 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,354
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 416.64%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
32,730
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,960
shares
|
$2.34 Million
0.14% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,791
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
29,948
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
29,718
shares
|
$2.17 Million
0.77% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
28,341
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
27,473
shares
|
$2.01 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
26,473
shares
|
$1.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
26,119
shares
|
$1.91 Million
0.97% of portfolio
|
Q2 2025
Added 58.62%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
26,047
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 2.74%
|