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 205 institutions that hold shares in the stock, with a total of 94.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 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
|
$4.4 Billion
0.31% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,014,735
shares
|
$213 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,745,347
shares
|
$123 Million
0.01% of portfolio
|
Q1 2025
Added 92737.61%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,511,943
shares
|
$107 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,364,819
shares
|
$96.4 Million
0.12% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,180,260
shares
|
$83.4 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,117,167
shares
|
$78.9 Million
0.2% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,086,279
shares
|
$76.7 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,085,129
shares
|
$76.7 Million
0.28% of portfolio
|
Q1 2025
Added 77.45%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
875,352
shares
|
$61.8 Million
5.9% of portfolio
|
Q1 2025
Added 8731.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
790,000
shares
|
$55.8 Million
0.1% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
781,232
shares
|
$55.2 Million
2.36% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
769,347
shares
|
$54.4 Million
24.43% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
739,000
shares
|
$52.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
733,283
shares
|
$51.8 Million
9.15% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
726,790
shares
|
$51.3 Million
13.96% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
726,321
shares
|
$51.3 Million
0.02% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
703,620
shares
|
$49.7 Million
0.28% of portfolio
|
Q1 2025
Added 128.54%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
685,566
shares
|
$48.4 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
640,553
shares
|
$45.3 Million
0.99% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
488,788
shares
|
$34.5 Million
3.08% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
479,658
shares
|
$33.9 Million
0.01% of portfolio
|
Q1 2025
Added 49.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
474,663
shares
|
$33.5 Million
0.07% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
436,977
shares
|
$30.9 Million
1.22% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
421,219
shares
|
$29.8 Million
0.5% of portfolio
|
Q1 2025
Added 34.35%
|