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 |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
387,257
shares
|
$27.4 Million
3.03% of portfolio
|
Q1 2025
Added 51.97%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
368,118
shares
|
$26 Million
4.58% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
351,234
shares
|
$24.8 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
|
$24.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
339,502
shares
|
$24 Million
0.61% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
324,082
shares
|
$22.9 Million
5.7% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
322,180
shares
|
$22.8 Million
3.01% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
302,699
shares
|
$21.4 Million
5.45% of portfolio
|
Q1 2025
Added 588.27%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
301,176
shares
|
$21.3 Million
10.5% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
291,324
shares
|
$20.6 Million
0.06% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
284,249
shares
|
$20.1 Million
1.49% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
263,649
shares
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
253,125
shares
|
$17.9 Million
3.19% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
248,306
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Added 80.61%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
230,649
shares
|
$16.3 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
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
214,399
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
209,906
shares
|
$14.8 Million
1.28% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
198,228
shares
|
$14 Million
1.82% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
187,637
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 390810.41%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
177,832
shares
|
$12.6 Million
3.45% of portfolio
|
Q1 2025
Added 124.73%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
154,891
shares
|
$10.9 Million
0.72% of portfolio
|
Q1 2025
Added 57.11%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
152,972
shares
|
$10.8 Million
2.5% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
152,509
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
144,200
shares
|
$10.2 Million
0.26% of portfolio
|
Q1 2025
Added 2.62%
|