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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,083
shares
|
$444,484
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,037
shares
|
$441,123
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
5,995
shares
|
$438,054
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
5,992
shares
|
$437,835
0.0% of portfolio
|
Q2 2025
Reduced 59.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,912
shares
|
$431,989
0.02% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,876
shares
|
$429,359
0.01% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,788
shares
|
$422,929
0.04% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,609
shares
|
$409,849
0.03% of portfolio
|
Q2 2025
Added 34.32%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
5,410
shares
|
$395,308
0.1% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,387
shares
|
$393,628
0.04% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,286
shares
|
$386,248
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
5,171
shares
|
$377,844
0.08% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
4,989
shares
|
$364,546
0.15% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,858
shares
|
$354,974
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,733
shares
|
$345,840
0.06% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,700
shares
|
$343,428
0.02% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$343,209
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,656
shares
|
$340,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,597
shares
|
$335,902
0.0% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,408
shares
|
$322,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,343
shares
|
$317,343
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
4,262
shares
|
$311,424
0.14% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,126
shares
|
$301,486
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,022
shares
|
$293,887
0.0% of portfolio
|
Q2 2025
Added 172.68%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
3,898
shares
|
$284,826
0.16% of portfolio
|
Q2 2025
Added 18.7%
|