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 210 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $6.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
19,492
shares
|
$1.41 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,512
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.31 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,354
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
15,494
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
14,836
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.21%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
13,500
shares
|
$976,185
0.04% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
11,980
shares
|
$866,273
0.65% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
11,598
shares
|
$838,651
1.18% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
11,356
shares
|
$821,152
0.65% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,099
shares
|
$802,568
0.0% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,764
shares
|
$778,344
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,741
shares
|
$776,681
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
10,384
shares
|
$750,867
0.29% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,354
shares
|
$748,697
0.0% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
9,403
shares
|
$679,930
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
9,334
shares
|
$674,941
0.31% of portfolio
|
Q2 2025
Added 146.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,008
shares
|
$651,368
0.0% of portfolio
|
Q1 2025
Added 69.93%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
8,864
shares
|
$640,955
0.08% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,735
shares
|
$631,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
8,476
shares
|
$612,899
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,294
shares
|
$599,739
0.01% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$587,084
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
8,092
shares
|
$585,132
0.22% of portfolio
|
Q1 2025
Added 137.02%
|