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 $4.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
61,579
shares
|
$3.77 Million
1.36% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,064
shares
|
$3.62 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
56,336
shares
|
$3.45 Million
1.46% of portfolio
|
Q4 2024
Added 53.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,903
shares
|
$3.24 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
52,495
shares
|
$3.22 Million
1.56% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
48,035
shares
|
$2.94 Million
0.08% of portfolio
|
Q4 2024
Added 985.05%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
43,906
shares
|
$2.69 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
40,102
shares
|
$2.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
37,444
shares
|
$2.29 Million
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
35,729
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
34,217
shares
|
$2.1 Million
1.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,354
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 416.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
32,075
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
Added 956.49%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
31,896
shares
|
$1.95 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
30,346
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,973
shares
|
$1.77 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
28,691
shares
|
$1.76 Million
0.16% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,140
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.2%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
27,458
shares
|
$1.68 Million
0.4% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,272
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
25,967
shares
|
$1.59 Million
0.78% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
25,766
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
24,088
shares
|
$1.48 Million
0.35% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
23,638
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,634
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 17.29%
|