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 247 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $7.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
6,585
shares
|
$490,450
0.09% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
6,583
shares
|
$490,301
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,534
shares
|
$486,652
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,126
shares
|
$456,264
0.17% of portfolio
|
Q3 2025
Added 89.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,083
shares
|
$453,061
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,037
shares
|
$449,635
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
5,995
shares
|
$446,507
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,995
shares
|
$446,507
0.01% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
5,992
shares
|
$446,284
0.0% of portfolio
|
Q2 2025
Reduced 59.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,912
shares
|
$440,325
0.02% of portfolio
|
Q2 2025
Added 45.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,876
shares
|
$437,644
0.01% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
5,523
shares
|
$411,353
0.09% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
5,448
shares
|
$405,767
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,387
shares
|
$401,223
0.04% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,286
shares
|
$393,701
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
5,171
shares
|
$385,136
0.08% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
4,989
shares
|
$371,580
0.15% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,858
shares
|
$361,823
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,733
shares
|
$352,513
0.06% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,700
shares
|
$350,056
0.02% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$349,832
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,656
shares
|
$346,778
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,597
shares
|
$342,384
0.0% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,408
shares
|
$328,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
4,343
shares
|
$323,466
0.02% of portfolio
|
Q4 2022
New holding
|