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 266 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 $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,154
shares
|
$233,332
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
2,982
shares
|
$220,608
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,944
shares
|
$217,797
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,871
shares
|
$212,396
0.0% of portfolio
|
Q2 2025
Reduced 65.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,869
shares
|
$212,248
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
2,834
shares
|
$209,659
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,326
shares
|
$172,077
0.01% of portfolio
|
Q3 2025
Reduced 23.54%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,326
shares
|
$172,077
0.0% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,164
shares
|
$160,092
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,986
shares
|
$146,924
0.0% of portfolio
|
Q2 2025
Added 1068.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,609
shares
|
$119,033
0.06% of portfolio
|
Q2 2024
Reduced 20.43%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,515
shares
|
$112,079
0.0% of portfolio
|
Q2 2025
Added 299.74%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
995
shares
|
$73,610
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
839
shares
|
$62,069
0.0% of portfolio
|
Q3 2025
Added 10387.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
826
shares
|
$61,107
0.0% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
816
shares
|
$60,367
0.0% of portfolio
|
Q1 2025
Added 1331.58%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
805
shares
|
$59,553
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
720
shares
|
$53,265
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
691
shares
|
$51,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
673
shares
|
$49,788
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
659
shares
|
$48,752
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
625
shares
|
$46,237
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
601
shares
|
$44,461
0.02% of portfolio
|
Q2 2025
Reduced 99.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
518
shares
|
$38,321
0.0% of portfolio
|
Q2 2025
Added 1570.97%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
490
shares
|
$36,250
0.04% of portfolio
|
Q3 2025
New holding
|