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 265 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $7.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,995
shares
|
$369,530
0.01% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,858
shares
|
$359,394
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,700
shares
|
$347,706
0.02% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$347,484
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,656
shares
|
$344,450
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,597
shares
|
$340,086
0.0% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,408
shares
|
$326,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
4,343
shares
|
$321,295
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
4,329
shares
|
$320,259
0.14% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,022
shares
|
$297,547
0.0% of portfolio
|
Q2 2025
Added 172.68%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,021
shares
|
$297,473
0.06% of portfolio
|
Q3 2025
Added 538.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,007
shares
|
$296,437
0.0% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
3,778
shares
|
$279,496
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,732
shares
|
$276,093
0.06% of portfolio
|
Q3 2025
Reduced 46.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,729
shares
|
$275,871
0.0% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,688
shares
|
$272,838
0.05% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,676
shares
|
$271,950
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
3,650
shares
|
$270,027
0.13% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
3,597
shares
|
$266,106
0.11% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
3,547
shares
|
$262,407
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,539
shares
|
$261,815
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,441
shares
|
$254,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
3,337
shares
|
$246,871
0.16% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,207
shares
|
$237,253
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,154
shares
|
$233,332
0.02% of portfolio
|
Q3 2025
New holding
|