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 171 institutions that hold shares in the stock, with a total of 88.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
294,304
shares
|
$18.7 Million
0.65% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
282,555
shares
|
$18 Million
1.26% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
276,529
shares
|
$17.6 Million
1.45% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
275,757
shares
|
$17.5 Million
0.05% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
275,091
shares
|
$17.5 Million
2.68% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
273,848
shares
|
$17.4 Million
3.65% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
254,817
shares
|
$16.2 Million
1.9% of portfolio
|
Q4 2024
Added 59.11%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
249,978
shares
|
$15.9 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Southern Farm Bureau Life Insurance
|
Jan 17, 2025 Q4 2024 |
245,980
shares
|
$15.6 Million
2.04% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
230,649
shares
|
$14.7 Million
3.67% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
229,894
shares
|
$14.6 Million
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,590
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
213,969
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
197,879
shares
|
$12.6 Million
1.09% of portfolio
|
Q4 2024
Added 1978.78%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
141,035
shares
|
$8.97 Million
0.01% of portfolio
|
Q4 2024
Added 71.25%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
140,520
shares
|
$8.94 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
137,479
shares
|
$8.75 Million
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
130,539
shares
|
$8.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
108,708
shares
|
$6.91 Million
1.87% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
98,587
shares
|
$6.27 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
94,711
shares
|
$6.02 Million
1.88% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
82,201
shares
|
$5.23 Million
0.05% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
79,131
shares
|
$5.03 Million
1.4% of portfolio
|
Q4 2024
Added 148.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
78,763
shares
|
$5.01 Million
1.37% of portfolio
|
Q4 2024
Reduced 32.58%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
74,973
shares
|
$4.77 Million
2.47% of portfolio
|
Q4 2024
Added 10.15%
|