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 210 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $6.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
387,257
shares
|
$28 Million
3.03% of portfolio
|
Q1 2025
Added 51.97%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
368,118
shares
|
$26.6 Million
4.58% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
351,234
shares
|
$25.4 Million
1.02% of portfolio
|
Q2 2025
Added 39.64%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
348,112
shares
|
$25.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
339,502
shares
|
$24.5 Million
0.61% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
322,180
shares
|
$23.3 Million
3.01% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
310,510
shares
|
$22.5 Million
5.57% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
302,699
shares
|
$21.9 Million
5.45% of portfolio
|
Q1 2025
Added 588.27%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
301,176
shares
|
$21.8 Million
10.5% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
291,324
shares
|
$21.1 Million
0.06% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
290,730
shares
|
$21 Million
1.6% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
284,249
shares
|
$20.6 Million
1.49% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
264,030
shares
|
$19.1 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
263,649
shares
|
$19.1 Million
0.04% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
253,125
shares
|
$18.3 Million
3.19% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
248,306
shares
|
$18 Million
0.0% of portfolio
|
Q1 2025
Added 80.61%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
245,388
shares
|
$17.7 Million
4.79% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
230,649
shares
|
$16.7 Million
3.67% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,590
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
214,399
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
214,045
shares
|
$15.5 Million
0.93% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
209,906
shares
|
$15.2 Million
1.28% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
187,637
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
Added 390810.41%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
185,366
shares
|
$13.4 Million
5.31% of portfolio
|
Q2 2025
Added 54.56%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
164,145
shares
|
$11.9 Million
2.79% of portfolio
|
Q2 2025
Added 7.3%
|