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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
9,894
shares
|
$629,357
0.1% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
9,280
shares
|
$590,300
0.11% of portfolio
|
Q4 2024
Added 79.32%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,382
shares
|
$533,179
0.02% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$516,449
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,046
shares
|
$448,196
0.02% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
6,534
shares
|
$415,627
0.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,344
shares
|
$403,541
0.01% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,992
shares
|
$381,151
0.21% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,483
shares
|
$348,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,334
shares
|
$339,295
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,301
shares
|
$337,196
0.0% of portfolio
|
Q4 2024
Added 46.36%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,235
shares
|
$332,998
0.01% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,221
shares
|
$332,107
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,171
shares
|
$328,927
0.07% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,095
shares
|
$324,092
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,675
shares
|
$297,376
0.01% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,400
shares
|
$279,884
0.13% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,352
shares
|
$276,830
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,343
shares
|
$276,258
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,303
shares
|
$273,713
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,266
shares
|
$271,360
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,173
shares
|
$265,444
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,030
shares
|
$256,348
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,011
shares
|
$255,139
0.06% of portfolio
|
Q4 2024
Added 30.57%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,936
shares
|
$250,368
0.11% of portfolio
|
Q4 2024
Added 4.4%
|