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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
270
shares
|
$18,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
256
shares
|
$17,692
0.0% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$13,822
0.0% of portfolio
|
Q1 2024
Reduced 31.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
170
shares
|
$11,748
0.0% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$9,398
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
135
shares
|
$9,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
106
shares
|
$7,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
104
shares
|
$7,187
0.02% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
102
shares
|
$7,049
0.0% of portfolio
|
Q3 2024
Reduced 38.92%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
86
shares
|
$5,943
0.0% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
85
shares
|
$5,874
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
78
shares
|
$5,390
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
76
shares
|
$5,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
73
shares
|
$5,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
50
shares
|
$3,455
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
46
shares
|
$3,179
0.0% of portfolio
|
Q1 2025
Added 253.85%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
46
shares
|
$3,179
0.13% of portfolio
|
Q1 2025
Reduced 98.58%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
34
shares
|
$2,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
31
shares
|
$2,142
0.0% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
30
shares
|
$2,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
27
shares
|
$1,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
26
shares
|
$1,796
0.0% of portfolio
|
Q4 2024
Reduced 96.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$1,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8
shares
|
$552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|