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 200 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
15,494
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
14,836
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.21%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
12,133
shares
|
$838,511
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
11,978
shares
|
$827,799
0.63% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
11,628
shares
|
$803,611
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
11,356
shares
|
$784,813
0.65% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,099
shares
|
$767,051
0.0% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
11,075
shares
|
$765,393
1.14% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,764
shares
|
$743,900
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,741
shares
|
$742,310
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
10,384
shares
|
$717,638
0.29% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,354
shares
|
$715,564
0.0% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
9,403
shares
|
$649,841
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,008
shares
|
$622,542
0.0% of portfolio
|
Q1 2025
Added 69.93%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,735
shares
|
$603,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
8,560
shares
|
$591,581
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
8,476
shares
|
$585,776
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,294
shares
|
$573,198
0.01% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$561,104
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
8,092
shares
|
$559,238
0.22% of portfolio
|
Q1 2025
Added 137.02%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,500
shares
|
$518,325
0.1% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,186
shares
|
$496,624
0.01% of portfolio
|
Q1 2025
Added 138.26%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
7,056
shares
|
$487,640
0.11% of portfolio
|
Q1 2025
Reduced 97.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,815
shares
|
$470,984
0.06% of portfolio
|
Q1 2025
Reduced 50.19%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,803
shares
|
$470,155
0.02% of portfolio
|
Q1 2025
Reduced 18.84%
|