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 |
|---|---|---|---|---|---|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
16,466
shares
|
$1.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,354
shares
|
$1.16 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
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
14,836
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.21%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
12,133
shares
|
$857,196
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
11,978
shares
|
$846,245
0.63% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
11,628
shares
|
$821,518
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
11,356
shares
|
$802,301
0.65% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,099
shares
|
$784,144
0.0% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
11,075
shares
|
$782,448
1.14% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,764
shares
|
$760,476
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,741
shares
|
$758,851
0.0% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
10,384
shares
|
$733,629
0.29% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,354
shares
|
$731,510
0.0% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
9,403
shares
|
$664,321
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,008
shares
|
$636,415
0.0% of portfolio
|
Q1 2025
Added 69.93%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,735
shares
|
$617,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
8,560
shares
|
$604,764
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
8,476
shares
|
$598,829
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,294
shares
|
$585,971
0.01% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$573,607
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
8,092
shares
|
$571,699
0.22% of portfolio
|
Q1 2025
Added 137.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,586
shares
|
$535,950
0.01% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,500
shares
|
$529,875
0.1% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,981
shares
|
$493,207
0.11% of portfolio
|
Q2 2025
Reduced 1.06%
|