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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
137,558
shares
|
$9.72 Million
0.03% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
134,067
shares
|
$9.47 Million
2.75% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
119,934
shares
|
$8.47 Million
5.62% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
114,933
shares
|
$8.12 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
100,405
shares
|
$7.09 Million
2.06% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
97,868
shares
|
$6.91 Million
0.2% of portfolio
|
Q1 2025
Added 103.74%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
88,527
shares
|
$6.25 Million
3.31% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
84,831
shares
|
$5.99 Million
0.07% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
82,553
shares
|
$5.83 Million
0.42% of portfolio
|
Q1 2025
Added 105.86%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
71,953
shares
|
$5.08 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
69,258
shares
|
$4.89 Million
2.28% of portfolio
|
Q1 2025
Added 31.93%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
64,281
shares
|
$4.54 Million
1.45% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
62,377
shares
|
$4.41 Million
1.71% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
62,275
shares
|
$4.4 Million
1.27% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
61,582
shares
|
$4.35 Million
2.19% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
60,134
shares
|
$4.25 Million
0.53% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
55,033
shares
|
$3.89 Million
1.33% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
54,486
shares
|
$3.85 Million
0.11% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
54,289
shares
|
$3.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
52,848
shares
|
$3.73 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
49,641
shares
|
$3.51 Million
1.42% of portfolio
|
Q1 2025
Added 212.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
44,177
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
42,713
shares
|
$3.02 Million
0.27% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
41,490
shares
|
$2.93 Million
0.22% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
40,264
shares
|
$2.84 Million
0.39% of portfolio
|
Q2 2025
Added 43.7%
|