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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
36,445
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
35,987
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
35,666
shares
|
$2.68 Million
1.03% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
35,541
shares
|
$2.67 Million
0.29% of portfolio
|
Q4 2025
Added 107.12%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
35,528
shares
|
$2.66 Million
0.07% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
33,819
shares
|
$2.54 Million
0.14% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,354
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 416.64%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
32,687
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
31,509
shares
|
$2.36 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
31,044
shares
|
$2.33 Million
0.61% of portfolio
|
Q3 2025
Reduced 51.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
30,259
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
30,142
shares
|
$2.26 Million
0.75% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
29,989
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2025
Added 393.0%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
29,133
shares
|
$2.19 Million
0.32% of portfolio
|
Q4 2025
Reduced 5.64%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
28,503
shares
|
$2.14 Million
0.17% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
27,888
shares
|
$2.09 Million
0.36% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
26,473
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
26,472
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
26,119
shares
|
$1.96 Million
0.97% of portfolio
|
Q2 2025
Added 58.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
25,543
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
24,494
shares
|
$1.84 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
24,448
shares
|
$1.83 Million
0.77% of portfolio
|
Q3 2025
Added 102.27%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
24,372
shares
|
$1.83 Million
1.82% of portfolio
|
Q3 2025
Added 26.19%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
23,171
shares
|
$1.74 Million
3.83% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
23,009
shares
|
$1.73 Million
0.23% of portfolio
|
Q4 2025
Added 12.79%
|
|