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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
71,963
shares
|
$5.32 Million
2.55% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
71,404
shares
|
$5.28 Million
1.41% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,117
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
69,849
shares
|
$5.17 Million
0.04% of portfolio
|
Q2 2025
Added 206.53%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
66,401
shares
|
$4.91 Million
2.57% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
64,506
shares
|
$4.77 Million
1.4% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
61,531
shares
|
$4.55 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
60,587
shares
|
$4.48 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
56,005
shares
|
$4.14 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
55,301
shares
|
$4.09 Million
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
55,033
shares
|
$4.07 Million
1.28% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,543
shares
|
$3.67 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
46,268
shares
|
$3.42 Million
0.28% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
43,752
shares
|
$3.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
40,086
shares
|
$2.97 Million
0.07% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
40,017
shares
|
$2.96 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
36,798
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2025
Added 76.72%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
36,711
shares
|
$2.72 Million
0.58% of portfolio
|
Q3 2025
Added 45.9%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
35,666
shares
|
$2.64 Million
1.03% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
33,819
shares
|
$2.5 Million
0.14% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,354
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 416.64%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
32,687
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,791
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
30,874
shares
|
$2.28 Million
0.33% of portfolio
|
Q3 2025
Added 58.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
30,259
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2025
Added 6.77%
|