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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
95,820
shares
|
$7.19 Million
1.0% of portfolio
|
Q4 2025
Added 11.0%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Jan 20, 2026 Q4 2025 |
93,118
shares
|
$6.98 Million
3.75% of portfolio
|
Q4 2025
Added 10.82%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
92,954
shares
|
$6.97 Million
2.52% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
90,021
shares
|
$6.75 Million
2.19% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
83,850
shares
|
$6.29 Million
0.0% of portfolio
|
Q3 2025
Added 792.88%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
83,689
shares
|
$6.28 Million
0.52% of portfolio
|
Q4 2025
Added 5.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
81,642
shares
|
$6.12 Million
0.01% of portfolio
|
Q4 2025
Reduced 4.57%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
79,310
shares
|
$5.95 Million
2.81% of portfolio
|
Q4 2025
Added 5.3%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
77,343
shares
|
$5.8 Million
1.99% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
74,581
shares
|
$5.59 Million
2.68% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
70,353
shares
|
$5.28 Million
1.42% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
61,719
shares
|
$4.63 Million
1.01% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
61,531
shares
|
$4.62 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
57,288
shares
|
$4.3 Million
0.12% of portfolio
|
Q4 2025
Added 30.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
52,041
shares
|
$3.9 Million
0.1% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
50,408
shares
|
$3.78 Million
1.16% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
48,139
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Added 1190.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
47,998
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2025
Added 60.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
47,505
shares
|
$3.56 Million
0.27% of portfolio
|
Q4 2025
Added 2.67%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
45,561
shares
|
$3.42 Million
0.42% of portfolio
|
Q4 2025
Added 58.03%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
45,400
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
40,228
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
40,086
shares
|
$3.01 Million
0.07% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
38,102
shares
|
$2.86 Million
0.6% of portfolio
|
Q4 2025
Added 3.79%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
37,919
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.24%
|
|