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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
551,912
shares
|
$41.4 Million
0.64% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
503,863
shares
|
$37.8 Million
0.1% of portfolio
|
Q3 2025
Added 64.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
500,467
shares
|
$37.5 Million
1.39% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
466,225
shares
|
$35 Million
2.92% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
454,696
shares
|
$34.1 Million
1.15% of portfolio
|
Q4 2025
Added 2563.25%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
444,745
shares
|
$33.4 Million
3.51% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
423,633
shares
|
$31.8 Million
1.17% of portfolio
|
Q4 2025
Added 12.47%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
371,923
shares
|
$27.9 Million
4.5% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
366,043
shares
|
$27.5 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
364,545
shares
|
$27.3 Million
0.26% of portfolio
|
Q3 2025
Added 559.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
356,676
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
349,065
shares
|
$26.2 Million
6.24% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
333,136
shares
|
$25 Million
0.02% of portfolio
|
Q3 2025
Added 26.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
326,182
shares
|
$24.5 Million
1.18% of portfolio
|
Q4 2025
Added 12.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
325,371
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
325,315
shares
|
$24.4 Million
5.78% of portfolio
|
Q4 2025
Added 7.26%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
322,180
shares
|
$24.2 Million
2.8% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
313,751
shares
|
$23.5 Million
1.7% of portfolio
|
Q4 2025
Added 61.75%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
310,862
shares
|
$23.3 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
306,323
shares
|
$23 Million
3.2% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
300,766
shares
|
$22.6 Million
0.0% of portfolio
|
Q3 2025
Added 328.95%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 08, 2026 Q4 2025 |
300,715
shares
|
$22.6 Million
9.72% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
285,201
shares
|
$21.4 Million
7.66% of portfolio
|
Q4 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 23, 2026 Q4 2025 |
281,619
shares
|
$21.1 Million
4.86% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
281,184
shares
|
$21.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.84%
|
|