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 240 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 $7.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,222,765
shares
|
$4.44 Billion
0.31% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,051,112
shares
|
$289 Million
0.1% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,061,888
shares
|
$147 Million
0.04% of portfolio
|
Q2 2025
Added 183.88%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,704,525
shares
|
$122 Million
0.29% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,621,384
shares
|
$116 Million
4.94% of portfolio
|
Q2 2025
Added 107.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,413,400
shares
|
$101 Million
0.13% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,411,110
shares
|
$101 Million
0.35% of portfolio
|
Q2 2025
Added 30.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,358,561
shares
|
$96.9 Million
0.28% of portfolio
|
Q2 2025
Added 887.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,252,180
shares
|
$89.3 Million
0.23% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,165,969
shares
|
$83.1 Million
1.78% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
1,057,253
shares
|
$75.4 Million
1.27% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,001,264
shares
|
$71.4 Million
1.15% of portfolio
|
Q2 2025
Added 194.92%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
868,178
shares
|
$61.9 Million
6.11% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
856,804
shares
|
$61.1 Million
0.11% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
781,048
shares
|
$55.7 Million
9.44% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
768,955
shares
|
$54.8 Million
24.83% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
759,327
shares
|
$54.1 Million
0.31% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
739,000
shares
|
$52.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
726,790
shares
|
$51.8 Million
13.96% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
705,238
shares
|
$50.3 Million
1.22% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
676,057
shares
|
$48.2 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
656,472
shares
|
$46.8 Million
0.1% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
595,665
shares
|
$42.5 Million
0.02% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
572,196
shares
|
$40.8 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
488,788
shares
|
$34.9 Million
3.08% of portfolio
|
Q2 2025
Added 5.0%
|