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 125 institutions that hold shares in the stock, with a total of 78.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
60,339,057
shares
|
$4 Billion
0.33% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,284,726
shares
|
$152 Million
0.07% of portfolio
|
Q2 2024
Added 19.99%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,823,552
shares
|
$121 Million
0.36% of portfolio
|
Q2 2024
Added 14.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
1,139,611
shares
|
$75.6 Million
0.22% of portfolio
|
Q2 2024
Added 125.95%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
990,986
shares
|
$65.8 Million
0.1% of portfolio
|
Q2 2024
Added 15.45%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
890,927
shares
|
$59.1 Million
5.17% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
780,721
shares
|
$51.8 Million
0.23% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
724,671
shares
|
$48.1 Million
2.29% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
534,809
shares
|
$35.5 Million
0.01% of portfolio
|
Q2 2024
Added 17.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
534,565
shares
|
$35.5 Million
0.97% of portfolio
|
Q2 2024
Added 13.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
456,089
shares
|
$30.3 Million
0.07% of portfolio
|
Q2 2024
Added 5.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
449,817
shares
|
$29.8 Million
0.07% of portfolio
|
Q2 2024
Added 43.5%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
442,923
shares
|
$29.4 Million
8.53% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
330,987
shares
|
$22 Million
0.98% of portfolio
|
Q2 2024
Added 515.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
324,473
shares
|
$21.5 Million
2.07% of portfolio
|
Q2 2024
Added 2450.49%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
312,990
shares
|
$20.8 Million
1.58% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Elk River Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
306,665
shares
|
$20.3 Million
3.8% of portfolio
|
Q2 2024
Added 7.21%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 15, 2024 Q2 2024 |
297,421
shares
|
$19.7 Million
10.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 30, 2024 Q2 2024 |
265,470
shares
|
$17.6 Million
4.04% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
262,514
shares
|
$17.4 Million
0.06% of portfolio
|
Q2 2024
Added 5.21%
|
|
|
Buffington Mohr Mc Neal
|
Jul 11, 2024 Q2 2024 |
259,883
shares
|
$17.2 Million
2.86% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
257,495
shares
|
$17.1 Million
0.7% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
250,899
shares
|
$16.6 Million
0.34% of portfolio
|
Q2 2024
Added 9.42%
|
|
|
Southern Farm Bureau Life Insurance
|
Jul 22, 2024 Q2 2024 |
245,980
shares
|
$16.3 Million
2.52% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
230,649
shares
|
$15.3 Million
3.67% of portfolio
|
Q2 2024
New holding
|