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 156 institutions that hold shares in the stock, with a total of 80.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,262
shares
|
$318,877
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,175
shares
|
$313,605
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,124
shares
|
$310,514
0.01% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,942
shares
|
$299,485
0.01% of portfolio
|
Q3 2024
Added 72.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,729
shares
|
$286,577
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,497
shares
|
$272,518
0.01% of portfolio
|
Q2 2024
Added 24.54%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,400
shares
|
$266,640
0.13% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,383
shares
|
$265,609
0.01% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,343
shares
|
$263,185
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,247
shares
|
$257,368
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,247
shares
|
$257,368
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,030
shares
|
$244,218
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,011
shares
|
$243,066
0.06% of portfolio
|
Q4 2024
Added 30.57%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,936
shares
|
$238,521
0.11% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,830
shares
|
$232,098
0.12% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
3,815
shares
|
$231,189
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,703
shares
|
$224,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,622
shares
|
$219,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
3,531
shares
|
$213,978
0.14% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,371
shares
|
$204,282
0.08% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
3,081
shares
|
$186,708
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,036
shares
|
$183,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,708
shares
|
$103,504
0.0% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,609
shares
|
$97,505
0.06% of portfolio
|
Q2 2024
Reduced 20.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,575
shares
|
$95,445
0.0% of portfolio
|
Q3 2024
Reduced 1.62%
|