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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,012
shares
|
$375,950
0.21% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,995
shares
|
$374,674
0.01% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
4,871
shares
|
$365,373
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,765
shares
|
$357,422
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,703
shares
|
$352,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
4,696
shares
|
$352,246
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
4,656
shares
|
$349,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
4,498
shares
|
$337,394
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
4,466
shares
|
$334,994
0.13% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
4,442
shares
|
$333,194
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,405
shares
|
$330,419
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
4,343
shares
|
$325,768
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,138
shares
|
$310,391
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,021
shares
|
$301,615
0.06% of portfolio
|
Q3 2025
Added 538.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,007
shares
|
$300,565
0.0% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,858
shares
|
$289,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,732
shares
|
$279,937
0.06% of portfolio
|
Q3 2025
Reduced 46.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,729
shares
|
$279,712
0.0% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,676
shares
|
$275,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
3,673
shares
|
$275,511
0.09% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,579
shares
|
$268,460
0.0% of portfolio
|
Q3 2025
Added 590.93%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,539
shares
|
$265,460
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
3,478
shares
|
$260,884
0.19% of portfolio
|
Q4 2025
Reduced 7.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,441
shares
|
$258,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
3,337
shares
|
$250,308
0.16% of portfolio
|
Q3 2025
Reduced 0.24%
|
|