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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,483
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
24,279
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
24,088
shares
|
$1.53 Million
0.35% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
23,842
shares
|
$1.52 Million
0.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,251
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
20,267
shares
|
$1.29 Million
0.51% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,698
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
18,227
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
15,898
shares
|
$1.01 Million
0.45% of portfolio
|
Q4 2024
Added 108.99%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,823
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,044
shares
|
$956,948
3.66% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,981
shares
|
$952,941
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,839
shares
|
$943,908
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
12,399
shares
|
$788,700
0.06% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,047
shares
|
$766,309
0.0% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
11,650
shares
|
$741,056
1.22% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
11,495
shares
|
$731,196
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,280
shares
|
$717,520
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,948
shares
|
$696,402
0.01% of portfolio
|
Q4 2024
Added 131.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,764
shares
|
$684,698
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,354
shares
|
$658,617
0.0% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
9,915
shares
|
$630,693
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
9,912
shares
|
$630,502
0.06% of portfolio
|
Q4 2024
New holding
|