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 191 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
65,333,419
shares
|
$4.25 Billion
0.31% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,063,454
shares
|
$199 Million
0.08% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,511,943
shares
|
$98.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,241,415
shares
|
$80.7 Million
0.11% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,180,260
shares
|
$76.7 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,117,167
shares
|
$72.6 Million
0.2% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,086,279
shares
|
$70.6 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,085,129
shares
|
$70.5 Million
0.28% of portfolio
|
Q1 2025
Added 77.45%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
875,352
shares
|
$56.9 Million
5.9% of portfolio
|
Q1 2025
Added 8731.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
790,000
shares
|
$51.4 Million
0.1% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
781,232
shares
|
$50.8 Million
2.36% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
769,347
shares
|
$50 Million
24.43% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
734,829
shares
|
$47.8 Million
1.06% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
733,283
shares
|
$47.7 Million
9.15% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
726,321
shares
|
$47.2 Million
0.02% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
703,620
shares
|
$45.7 Million
0.28% of portfolio
|
Q1 2025
Added 128.54%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
685,566
shares
|
$44.6 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
627,065
shares
|
$40.8 Million
12.7% of portfolio
|
Q1 2025
Added 100.1%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
465,518
shares
|
$30.3 Million
2.93% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
433,242
shares
|
$28.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
421,219
shares
|
$27.4 Million
0.5% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
400,284
shares
|
$26 Million
1.02% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
375,521
shares
|
$24.4 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
365,172
shares
|
$23.7 Million
4.51% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
364,619
shares
|
$23.7 Million
0.0% of portfolio
|
Q4 2024
Added 1195.73%
|