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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
34,094
shares
|
$2.41 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,354
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 416.64%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
31,465
shares
|
$2.22 Million
0.19% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
30,604
shares
|
$2.16 Million
0.13% of portfolio
|
Q1 2025
Added 491.5%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
29,892
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
29,018
shares
|
$2.05 Million
0.82% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
28,164
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
27,234
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
26,773
shares
|
$1.89 Million
0.14% of portfolio
|
Q1 2025
Reduced 95.79%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
25,535
shares
|
$1.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25,352
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
25,294
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
23,665
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
22,787
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
21,998
shares
|
$1.55 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
21,593
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
20,823
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
20,158
shares
|
$1.42 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
19,851
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
19,823
shares
|
$1.4 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
19,492
shares
|
$1.38 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,512
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
17,153
shares
|
$1.21 Million
0.49% of portfolio
|
Q1 2025
Added 33.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|