# J P MORGAN EXCHANGE TRADED F (JIRE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JIRE/

- Reporting holders: 18
- Reported value: $296.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $193.1M | 2,350,566 | 2.9% | 6 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $42.4M | 515,711 | 3.1% | 9 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $16.7M | 202,895 | 0.9% | 1 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $11.9M | 145,018 | 0.9% | 11 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $6.0M | 72,974 | 4.2% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $5.6M | 67,578 | 0.4% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $5.4M | 65,747 | 0.1% | 3 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $5.2M | 62,803 | 2.0% | 7 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $3.4M | 40,940 | 0.9% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.0M | 24,507 | 0.1% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 21,419 | 0.0% | 11 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 18,105 | 0.2% | 6 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $725.6K | 8,832 | 0.4% | 3 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $315.4K | 3,839 | 0.2% | 4 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $255.3K | 3,107 | 0.1% | 16 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $71.1K | 865 | 0.0% | 5 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $41.5K | 505 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.2K | 27 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $296.2M |
| Q2 2026 | 353 | $10.4B |
| Q1 2026 | 342 | $9.0B |
| Q4 2025 | 314 | $9.3B |
| Q3 2025 | 268 | $12.8B |
| Q2 2025 | 231 | $7.3B |
| Q1 2025 | 190 | $6.2B |
| Q4 2024 | 164 | $5.8B |
| Q3 2024 | 153 | $10.1B |
| Q2 2024 | 123 | $9.3B |
| Q1 2024 | 113 | $8.9B |
| Q4 2023 | 82 | $9.8B |