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 157 institutions that hold shares in the stock, with a total of 80.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
60,103,798
shares
|
$3.56 Billion
0.32% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,776,806
shares
|
$165 Million
0.08% of portfolio
|
Q3 2024
Added 21.54%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,569,245
shares
|
$93 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,126,247
shares
|
$66.7 Million
0.11% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,093,256
shares
|
$64.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,008,717
shares
|
$59.8 Million
5.63% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
739,579
shares
|
$43.8 Million
2.32% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
724,235
shares
|
$42.9 Million
23.7% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
662,105
shares
|
$39.2 Million
1.14% of portfolio
|
Q3 2024
Added 23.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
597,405
shares
|
$35.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
587,213
shares
|
$34.8 Million
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
483,523
shares
|
$28.6 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 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
|
$25.8 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
|
$25.7 Million
1.24% of portfolio
|
Q3 2024
Added 31.02%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
387,468
shares
|
$23 Million
2.13% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
340,076
shares
|
$20.1 Million
2.05% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
323,984
shares
|
$19.2 Million
3.95% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
313,527
shares
|
$18.6 Million
0.36% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
313,383
shares
|
$18.6 Million
5.22% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
313,018
shares
|
$18.5 Million
9.47% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
309,460
shares
|
$18.3 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
281,014
shares
|
$16.7 Million
0.12% of portfolio
|
Q3 2024
Added 264.67%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
273,848
shares
|
$16.2 Million
3.65% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
272,734
shares
|
$16.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.89%
|