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 282 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
503,863
shares
|
$37.8 Million
0.1% of portfolio
|
Q3 2025
Added 64.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
500,467
shares
|
$37.5 Million
1.39% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
452,457
shares
|
$33.9 Million
2.87% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
444,745
shares
|
$33.4 Million
3.51% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
376,660
shares
|
$28.3 Million
1.11% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
371,923
shares
|
$27.9 Million
4.5% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
366,043
shares
|
$27.5 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
364,545
shares
|
$27.3 Million
0.26% of portfolio
|
Q3 2025
Added 559.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
356,676
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
349,065
shares
|
$26.2 Million
6.24% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
333,136
shares
|
$25 Million
0.02% of portfolio
|
Q3 2025
Added 26.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
325,371
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
322,180
shares
|
$24.2 Million
2.8% of portfolio
|
Q1 2025
Added 30.98%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
310,862
shares
|
$23.3 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
306,323
shares
|
$23 Million
3.2% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
303,288
shares
|
$22.7 Million
5.54% of portfolio
|
Q3 2025
Added 23.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
300,766
shares
|
$22.6 Million
0.0% of portfolio
|
Q3 2025
Added 328.95%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
300,572
shares
|
$22.5 Million
10.3% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
290,983
shares
|
$21.8 Million
1.17% of portfolio
|
Q3 2025
Added 35.94%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
289,968
shares
|
$21.8 Million
4.98% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
281,184
shares
|
$21.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
277,735
shares
|
$20.8 Million
1.52% of portfolio
|
Q3 2025
Added 46112.15%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
273,560
shares
|
$20.5 Million
0.43% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
267,516
shares
|
$20.1 Million
7.29% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
265,024
shares
|
$19.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|