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 158 institutions that hold shares in the stock, with a total of 80.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
60,103,798
shares
|
$3.65 Billion
0.33% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,776,806
shares
|
$169 Million
0.08% of portfolio
|
Q3 2024
Added 21.54%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,569,245
shares
|
$95.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,189,305
shares
|
$72.3 Million
0.22% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,126,247
shares
|
$68.5 Million
0.11% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,008,717
shares
|
$61.3 Million
5.63% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
739,579
shares
|
$45 Million
2.32% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
724,235
shares
|
$44 Million
23.7% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
662,105
shares
|
$40.3 Million
1.14% of portfolio
|
Q3 2024
Added 23.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
597,405
shares
|
$36.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
587,213
shares
|
$35.7 Million
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
483,523
shares
|
$29.4 Million
0.07% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
438,838
shares
|
$26.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
435,841
shares
|
$26.5 Million
7.95% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
433,664
shares
|
$26.4 Million
1.24% of portfolio
|
Q3 2024
Added 31.02%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
375,418
shares
|
$22.8 Million
2.3% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
340,076
shares
|
$20.7 Million
2.05% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
323,984
shares
|
$19.7 Million
3.95% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
309,460
shares
|
$18.8 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
302,105
shares
|
$18.4 Million
10.1% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
281,014
shares
|
$17.1 Million
0.12% of portfolio
|
Q3 2024
Added 264.67%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
279,227
shares
|
$17 Million
0.43% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
272,734
shares
|
$16.6 Million
0.06% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
271,014
shares
|
$16.5 Million
2.96% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
269,651
shares
|
$16.4 Million
4.04% of portfolio
|
Q3 2024
Added 1.57%
|