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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,586
shares
|
$548,543
0.01% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,500
shares
|
$542,325
0.1% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,981
shares
|
$504,796
0.11% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,815
shares
|
$492,792
0.06% of portfolio
|
Q1 2025
Reduced 50.19%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,803
shares
|
$491,924
0.02% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,676
shares
|
$482,741
0.22% of portfolio
|
Q2 2025
Added 40.61%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
6,534
shares
|
$472,473
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,366
shares
|
$460,325
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,834
shares
|
$421,856
0.08% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,752
shares
|
$415,927
0.01% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,609
shares
|
$405,586
0.03% of portfolio
|
Q2 2025
Added 34.32%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
5,410
shares
|
$391,197
0.1% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,387
shares
|
$389,533
0.04% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
5,171
shares
|
$373,915
0.08% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,057
shares
|
$365,671
0.01% of portfolio
|
Q1 2025
Reduced 80.75%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
4,965
shares
|
$359,019
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$339,640
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,678
shares
|
$338,266
0.03% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,484
shares
|
$324,238
0.02% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,343
shares
|
$314,042
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
4,262
shares
|
$308,185
0.14% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,173
shares
|
$301,749
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,105
shares
|
$296,832
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,105
shares
|
$296,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,069
shares
|
$294,229
0.01% of portfolio
|
Q1 2025
Reduced 12.96%
|