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 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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
253,125
shares
|
$19 Million
3.19% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
249,433
shares
|
$18.7 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
234,736
shares
|
$17.6 Million
1.43% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
230,649
shares
|
$17.3 Million
3.67% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,590
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
199,897
shares
|
$15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
193,969
shares
|
$14.5 Million
1.85% of portfolio
|
Q3 2025
Reduced 33.28%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
189,410
shares
|
$14.2 Million
0.35% of portfolio
|
Q3 2025
Added 40.3%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
172,957
shares
|
$13 Million
0.11% of portfolio
|
Q4 2025
Added 4.61%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
171,835
shares
|
$12.9 Million
2.89% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
154,755
shares
|
$11.6 Million
0.82% of portfolio
|
Q3 2025
Added 359.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
139,399
shares
|
$10.5 Million
0.06% of portfolio
|
Q2 2025
Added 1495.87%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
138,730
shares
|
$10.4 Million
2.75% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
137,418
shares
|
$10.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
126,356
shares
|
$9.48 Million
1.45% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
114,955
shares
|
$8.62 Million
3.62% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
111,094
shares
|
$8.33 Million
7.79% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
110,762
shares
|
$8.31 Million
0.06% of portfolio
|
Q3 2025
Added 58.57%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
108,618
shares
|
$8.15 Million
4.25% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
107,740
shares
|
$8.08 Million
0.14% of portfolio
|
Q3 2025
Added 39.62%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
105,373
shares
|
$7.9 Million
2.37% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
99,759
shares
|
$7.48 Million
0.87% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
95,820
shares
|
$7.19 Million
1.0% of portfolio
|
Q4 2025
Added 11.0%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
93,582
shares
|
$7.02 Million
2.04% of portfolio
|
Q3 2025
Added 18.58%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
92,690
shares
|
$6.95 Million
2.97% of portfolio
|
Q3 2025
Added 114.99%
|
|