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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
25,276
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
25,161
shares
|
$1.84 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
24,584
shares
|
$1.8 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
21,998
shares
|
$1.61 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
21,897
shares
|
$1.6 Million
0.08% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
20,823
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,582
shares
|
$1.5 Million
0.39% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
20,158
shares
|
$1.47 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
20,151
shares
|
$1.47 Million
0.64% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
19,492
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
17,255
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
16,816
shares
|
$1.23 Million
0.07% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
16,330
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 47.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,214
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
14,603
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
14,462
shares
|
$1.06 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
13,500
shares
|
$986,444
0.04% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,492
shares
|
$912,790
0.0% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
12,460
shares
|
$910,452
0.21% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
12,130
shares
|
$886,339
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
12,087
shares
|
$883,197
0.38% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
11,980
shares
|
$875,378
0.65% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
11,963
shares
|
$874,136
0.13% of portfolio
|
Q2 2025
Added 27.23%
|