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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
71,806
shares
|
$4.57 Million
0.14% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,421
shares
|
$4.48 Million
0.05% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
68,549
shares
|
$4.36 Million
2.08% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
66,381
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2024
Added 7849.82%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
60,669
shares
|
$3.86 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
56,336
shares
|
$3.58 Million
1.46% of portfolio
|
Q4 2024
Added 53.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,903
shares
|
$3.37 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
52,495
shares
|
$3.34 Million
1.56% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
49,992
shares
|
$3.18 Million
1.15% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
48,035
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
Added 985.05%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
43,980
shares
|
$2.8 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
43,906
shares
|
$2.79 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
42,646
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
40,102
shares
|
$2.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
37,444
shares
|
$2.38 Million
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
34,654
shares
|
$2.2 Million
0.95% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
34,460
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 84.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,354
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 416.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
32,075
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
Added 956.49%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,973
shares
|
$1.84 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
28,691
shares
|
$1.83 Million
0.16% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
27,458
shares
|
$1.75 Million
0.4% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,272
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
25,967
shares
|
$1.65 Million
0.78% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
25,808
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Added 0.16%
|