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 175 institutions that hold shares in the stock, with a total of 88.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
9,912
shares
|
$638,332
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
9,894
shares
|
$637,173
0.1% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
9,280
shares
|
$597,632
0.11% of portfolio
|
Q4 2024
Added 79.32%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,382
shares
|
$539,800
0.02% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$522,863
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,046
shares
|
$453,762
0.02% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
6,534
shares
|
$420,789
0.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,344
shares
|
$408,553
0.01% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,992
shares
|
$385,884
0.21% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,483
shares
|
$353,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,334
shares
|
$343,509
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,301
shares
|
$341,384
0.0% of portfolio
|
Q4 2024
Added 46.36%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,235
shares
|
$337,134
0.01% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,221
shares
|
$336,232
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,171
shares
|
$333,012
0.07% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,095
shares
|
$328,118
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,675
shares
|
$301,070
0.01% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,400
shares
|
$283,360
0.13% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,352
shares
|
$280,268
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,343
shares
|
$279,689
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,303
shares
|
$277,113
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,266
shares
|
$274,730
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,176
shares
|
$268,934
0.02% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,173
shares
|
$268,741
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,011
shares
|
$258,308
0.06% of portfolio
|
Q4 2024
Added 30.57%
|