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 284 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $8.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
22,754
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2025
Reduced 4.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
22,317
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 219.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
20,876
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2025
Added 13.28%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
20,519
shares
|
$1.54 Million
0.32% of portfolio
|
Q4 2025
Reduced 6.23%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
20,324
shares
|
$1.52 Million
0.64% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
19,976
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 36.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,514
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,536
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
17,473
shares
|
$1.31 Million
0.68% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
17,176
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Added 143.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
17,036
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2025
Added 272.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
17,011
shares
|
$1.28 Million
0.28% of portfolio
|
Q3 2025
Added 36.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,541
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
15,746
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2025
Reduced 13.43%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
14,877
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
14,874
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 69.41%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
14,703
shares
|
$1.1 Million
1.26% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
13,804
shares
|
$1.04 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,295
shares
|
$997,257
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,239
shares
|
$993,057
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
12,772
shares
|
$958,027
0.66% of portfolio
|
Q4 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
12,625
shares
|
$947,001
0.28% of portfolio
|
Q3 2025
Reduced 38.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
12,362
shares
|
$927,273
0.03% of portfolio
|
Q3 2025
Reduced 23.76%
|
|