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 |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
30,142
shares
|
$2.23 Million
0.75% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
29,989
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Added 393.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
29,948
shares
|
$2.22 Million
0.06% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
28,830
shares
|
$2.13 Million
0.27% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
28,503
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
27,888
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
26,473
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
26,472
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
26,119
shares
|
$1.93 Million
0.97% of portfolio
|
Q2 2025
Added 58.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
25,543
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
24,372
shares
|
$1.8 Million
1.82% of portfolio
|
Q3 2025
Added 26.19%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
23,842
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
Added 76.61%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
23,590
shares
|
$1.75 Million
2.36% of portfolio
|
Q3 2025
Added 103.4%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
21,883
shares
|
$1.62 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
20,151
shares
|
$1.49 Million
0.64% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
18,428
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
18,188
shares
|
$1.35 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.34 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
17,160
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Added 93.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
17,073
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
17,011
shares
|
$1.26 Million
0.28% of portfolio
|
Q3 2025
Added 36.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,541
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
16,330
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 47.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,214
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
New holding
|