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 283 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $8.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
61,341,220
shares
|
$4.6 Billion
0.3% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,759,697
shares
|
$432 Million
0.13% of portfolio
|
Q3 2025
Added 42.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,734,295
shares
|
$205 Million
0.06% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,731,288
shares
|
$130 Million
0.3% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 22, 2026 Q4 2025 |
1,671,130
shares
|
$125 Million
1.22% of portfolio
|
Q4 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,632,821
shares
|
$122 Million
1.89% of portfolio
|
Q4 2025
Added 10.22%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,631,713
shares
|
$122 Million
4.89% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,577,628
shares
|
$118 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,524,632
shares
|
$114 Million
0.15% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,514,521
shares
|
$114 Million
0.33% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,498,831
shares
|
$112 Million
0.32% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,475,057
shares
|
$111 Million
1.45% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,134,168
shares
|
$85.1 Million
1.77% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,116,398
shares
|
$83.7 Million
0.03% of portfolio
|
Q3 2025
Added 87.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,108,723
shares
|
$83.2 Million
0.1% of portfolio
|
Q3 2025
Added 29.4%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
1,049,850
shares
|
$78.7 Million
1.38% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
918,000
shares
|
$68.9 Million
0.01% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
915,381
shares
|
$68.7 Million
0.36% of portfolio
|
Q3 2025
Added 20.55%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
876,831
shares
|
$65.8 Million
6.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
803,917
shares
|
$60.3 Million
9.61% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
800,026
shares
|
$60 Million
0.09% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
779,066
shares
|
$58.4 Million
1.28% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
765,871
shares
|
$57.4 Million
24.51% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
754,348
shares
|
$56.6 Million
16.48% of portfolio
|
Q4 2025
Added 5.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
654,990
shares
|
$49.1 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.12%
|
|