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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
7,270
shares
|
$545,322
0.01% of portfolio
|
Q4 2025
Added 21.27%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
7,115
shares
|
$533,696
0.2% of portfolio
|
Q2 2025
Added 77.21%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,113
shares
|
$533,546
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
7,052
shares
|
$528,970
0.21% of portfolio
|
Q4 2025
Added 98.82%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
7,008
shares
|
$525,670
0.07% of portfolio
|
Q3 2025
Added 48.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,755
shares
|
$506,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
6,748
shares
|
$506,167
0.0% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,534
shares
|
$490,115
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
6,511
shares
|
$488,390
0.14% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
6,371
shares
|
$477,888
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,344
shares
|
$475,863
0.19% of portfolio
|
Q3 2025
Added 121.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
6,305
shares
|
$472,938
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
6,201
shares
|
$465,137
0.22% of portfolio
|
Q4 2025
Added 69.89%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
6,175
shares
|
$463,186
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,126
shares
|
$459,511
0.17% of portfolio
|
Q3 2025
Added 89.89%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
6,021
shares
|
$451,635
0.1% of portfolio
|
Q4 2025
Added 9.02%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
6,005
shares
|
$450,435
0.07% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
5,995
shares
|
$449,684
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
5,800
shares
|
$435,058
0.04% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,461
shares
|
$409,629
0.01% of portfolio
|
Q3 2025
Added 561.14%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,305
shares
|
$397,928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,293
shares
|
$397,027
0.03% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
5,260
shares
|
$394,552
0.17% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,245
shares
|
$393,427
0.01% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
5,115
shares
|
$383,676
0.07% of portfolio
|
Q4 2025
Added 0.45%
|
|