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 158 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
21,199
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 33.81%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
19,852
shares
|
$1.22 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
18,227
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
18,078
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,031
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
16,912
shares
|
$1.04 Million
0.91% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
15,898
shares
|
$976,932
0.45% of portfolio
|
Q4 2024
Added 108.99%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,823
shares
|
$972,323
0.27% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,981
shares
|
$920,582
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,389
shares
|
$884,204
0.01% of portfolio
|
Q3 2024
Added 37.09%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,697
shares
|
$780,230
0.06% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
11,650
shares
|
$715,892
1.22% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,280
shares
|
$693,156
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,131
shares
|
$683,999
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,948
shares
|
$672,754
0.01% of portfolio
|
Q4 2024
Added 131.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,764
shares
|
$661,447
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,354
shares
|
$636,253
0.0% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
9,894
shares
|
$607,986
0.1% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,519
shares
|
$584,942
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
9,280
shares
|
$570,256
0.11% of portfolio
|
Q4 2024
Added 79.32%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,609
shares
|
$529,023
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$498,912
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
6,390
shares
|
$392,665
0.04% of portfolio
|
Q3 2024
Added 33.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,017
shares
|
$369,744
0.02% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,992
shares
|
$368,208
0.21% of portfolio
|
Q4 2024
Added 9.54%
|