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 $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
16,912
shares
|
$1 Million
0.91% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
15,040
shares
|
$891,120
0.02% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,981
shares
|
$887,624
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,389
shares
|
$852,548
0.01% of portfolio
|
Q3 2024
Added 37.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
13,769
shares
|
$815,813
0.27% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,697
shares
|
$752,297
0.06% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
11,650
shares
|
$690,262
1.22% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,131
shares
|
$659,511
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,764
shares
|
$637,767
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
9,894
shares
|
$586,219
0.1% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,519
shares
|
$564,000
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,609
shares
|
$510,083
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
8,386
shares
|
$496,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$481,050
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
7,607
shares
|
$450,714
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
6,390
shares
|
$378,607
0.04% of portfolio
|
Q3 2024
Added 33.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,017
shares
|
$356,507
0.02% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,992
shares
|
$355,026
0.21% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,941
shares
|
$352,004
0.0% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,575
shares
|
$330,318
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,540
shares
|
$328,245
0.01% of portfolio
|
Q3 2024
Reduced 63.62%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,277
shares
|
$312,662
0.04% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,262
shares
|
$311,773
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,175
shares
|
$306,618
0.07% of portfolio
|
Q3 2024
New holding
|