J P MORGAN EXCHANGE TRADED F (JIRE)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
337
Reporting holders
$9.7B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $4.7B | 56,628,680 | 0.26% | 17q | -0.5%-$24.4M |
| LPL Financial LLC | $550.0M | 6,667,205 | 0.12% | 17q | +3.5%+$18.8M |
| FMR LLC | $307.3M | 3,725,312 | 0.01% | 17q | +5.6%+$16.2M |
| ENVESTNET ASSET MANAGEMENT INC | $264.7M | 3,208,978 | 0.06% | 17q | +3.5%+$8.9M |
| EASTERN BANK | $189.2M | 2,293,479 | 2.90% | 5q | +12.8%+$21.5M |
| MML INVESTORS SERVICES, LLC | $165.0M | 2,000,314 | 0.34% | 17q | +15.7%+$22.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $155.9M | 1,889,756 | 0.20% | 17q | +5.8%+$8.5M |
| RAYMOND JAMES FINANCIAL INC | $152.5M | 1,848,441 | 0.04% | 7q | +14.5%+$19.3M |
| FACTORY MUTUAL INSURANCE CO | $137.9M | 1,671,130 | 1.30% | 3q | HELD |
| Dynasty Wealth Management, LLC | $132.5M | 1,606,508 | 0.98% | 6q | +10.3%+$12.4M |
| Lido Advisors, LLC | $127.5M | 1,545,466 | 0.35% | 4q | +2237.4%+$122.0M |
| ASSETMARK, INC | $115.0M | 1,394,660 | 0.20% | 17q | -5.9%-$7.2M |
| Cetera Investment Advisers | $109.2M | 1,323,787 | 0.10% | 15q | +3.2%+$3.4M |
| Bogart Wealth, LLC | $103.0M | 1,248,235 | 3.53% | 13q | +2.4%+$2.4M |
| Vestmark Advisory Solutions, Inc. | $100.3M | 1,215,609 | 0.94% | 10q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $99.5M | 1,206,292 | 1.53% | 6q | +8.7%+$8.0M |
| Invesco Ltd. | $75.7M | 918,000 | 0.01% | 6q | HELD |
| Conservest Capital Advisors, Inc. | $75.5M | 915,678 | 6.01% | 7q | HELD |
| Hughes Financial Services, LLC | $74.8M | 907,369 | 9.92% | 7q | +6.2%+$4.4M |
| OSAIC HOLDINGS, INC. | $70.9M | 860,002 | 0.08% | 17q | +24.3%+$13.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $69.5M | 842,940 | 1.10% | 11q | +3.7%+$2.5M |
| Richard P Slaughter Associates Inc | $65.3M | 791,687 | 12.80% | 12q | +2.4%+$1.6M |
| New England Professional Planning Group Inc. | $62.8M | 761,909 | 23.46% | 8q | -2.0%-$1.3M |
| Private Advisor Group, LLC | $61.8M | 748,700 | 0.28% | 14q | -21.2%-$16.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $61.5M | 745,277 | 0.81% | 12q | +4.4%+$2.6M |
| JONES FINANCIAL COMPANIES LLLP | $58.9M | 725,716 | 0.02% | 11q | +17.2%+$8.6M |
| Pure Financial Advisors, LLC | $53.2M | 644,750 | 0.68% | 6q | -1.4%-$766.3K |
| AMERIPRISE FINANCIAL INC | $49.7M | 603,856 | 0.01% | 6q | -47.2%-$44.5M |
| DAYMARK WEALTH PARTNERS, LLC | $48.9M | 592,253 | 1.19% | 5q | +20.8%+$8.4M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $41.8M | 506,500 | 2.98% | 8q | +1.3%+$537.5K |
| CUTLER INVESTMENT COUNSEL LLC | $39.6M | 480,390 | 3.73% | 8q | +2.8%+$1.1M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $38.6M | 467,614 | 1.09% | 13q | +1.3%+$486.1K |
| Modern Wealth Management, LLC | $38.2M | 463,659 | 0.46% | 4q | -1.1%-$406.6K |
| KELLY FINANCIAL GROUP LLC | $37.9M | 459,051 | 8.41% | 2q | -7.5%-$3.1M |
| WealthPlan Investment Management, LLC | $36.0M | 436,465 | 1.79% | 5q | +19.8%+$5.9M |
| OLD MISSION CAPITAL LLC | $35.2M | 426,403 | 0.56% | new | NEW |
| Pallas Capital Advisors LLC | $34.7M | 421,018 | 1.07% | 16q | +7.1%+$2.3M |
| HighPoint Advisor Group LLC | $33.6M | 406,840 | 1.18% | 3q | -26.8%-$12.3M |
| Francis Financial, Inc. | $32.7M | 396,161 | 5.35% | 7q | +1.4%+$443.6K |
| EdgeRock Capital LLC | $31.2M | 378,709 | 7.08% | 6q | +4.5%+$1.3M |
| Madison Asset Management, LLC | $30.6M | 371,195 | 0.37% | 4q | +10.7%+$3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $30.1M | 365,229 | 0.65% | 8q | +18.5%+$4.7M |
| National Philanthropic Trust | $29.0M | 352,131 | 0.42% | 10q | -14.3%-$4.8M |
| Kendall Capital Management | $28.9M | 349,767 | 4.81% | 8q | +4.5%+$1.2M |
| ROYAL BANK OF CANADA | $28.7M | 348,086 | 0.00% | 17q | +17.3%+$4.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 333,887 | 0.01% | 16q | +14.0%+$3.4M |
| SAX WEALTH ADVISORS, LLC | $26.6M | 351,683 | 1.08% | 7q | +8.7%+$2.1M |
| Elk River Wealth Management LLC | $26.6M | 322,334 | 4.24% | 10q | -13.3%-$4.1M |
| Bluespring Wealth Management, LLC | $25.5M | 309,337 | 0.49% | new | NEW |
| Choice Wealth Advisors LLC | $25.2M | 305,647 | 8.85% | 9q | +1.0%+$237.8K |
| Integrated Wealth Concepts LLC | $24.7M | 299,789 | 0.12% | 17q | -9.9%-$2.7M |
| Rockefeller Capital Management L.P. | $24.3M | 294,898 | 0.04% | 12q | HELD |
| Tradition Wealth Management, LLC | $24.0M | 290,502 | 1.46% | 8q | +4.9%+$1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.7M | 287,036 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $22.9M | 277,196 | 0.00% | 17q | -9.8%-$2.5M |
| Badgley Phelps Wealth Managers, LLC | $21.6M | 261,833 | 0.38% | 5q | +1.8%+$391.7K |
| EP Wealth Advisors, LLC | $21.1M | 255,786 | 0.08% | 4q | -1.8%-$379.5K |
| Family Investment Center, Inc. | $20.6M | 250,069 | 3.43% | 12q | -8.9%-$2.0M |
| WELLS FARGO & COMPANY/MN | $20.1M | 243,818 | 0.00% | 11q | -48.4%-$18.9M |
| Mascoma Wealth Management LLC | $18.7M | 226,552 | 3.47% | 6q | +5.9%+$1.0M |
| Navigation Group, LLC | $18.4M | 222,982 | 3.58% | 2q | +1.2%+$214.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.9M | 204,717 | 0.00% | 5q | +2084.1%+$16.1M |
| CITADEL ADVISORS LLC | $16.9M | 204,582 | 0.00% | 8q | -39.6%-$11.1M |
| Equitable Holdings, Inc. | $15.6M | 191,388 | 0.09% | 7q | HELD |
| UNIQUE WEALTH, LLC | $15.6M | 188,631 | 1.81% | 6q | +32.0%+$3.8M |
| Bryant Woods Investment Advisors, LLC | $13.5M | 164,127 | 3.77% | 8q | +8.8%+$1.1M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $12.9M | 156,154 | 1.75% | 6q | +6.4%+$770.2K |
| BANK OF AMERICA CORP /DE/ | $12.5M | 151,733 | 0.00% | 12q | -10.0%-$1.4M |
| ForthRight Wealth Management, LLC | $11.5M | 139,694 | 2.95% | 5q | +14.9%+$1.5M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $11.5M | 139,052 | 1.13% | 7q | +6.6%+$712.3K |
| Fulton Bank, N.A. | $11.4M | 137,763 | 0.35% | 2q | +65.0%+$4.5M |
| Galvin, Gaustad & Stein, LLC | $11.2M | 136,116 | 0.83% | 10q | +6.3%+$665.6K |
| Sanctuary Advisors, LLC | $11.2M | 135,563 | 0.05% | 8q | +629.3%+$9.6M |
| Providence Financial Advisors, LLC | $10.9M | 131,791 | 6.18% | 4q | +9.7%+$959.3K |
| Perigon Wealth Management, LLC | $10.7M | 130,066 | 0.17% | 2q | +7.5%+$746.5K |
| SIMA Wealth Partners, LLC | $10.5M | 127,757 | 7.47% | 4q | -1.8%-$189.9K |
| MN Wealth Advisors, LLC | $10.1M | 123,012 | 4.32% | 10q | +9.4%+$872.3K |
| KINTRA WEALTH, LLC | $10.0M | 116,543 | 0.52% | new | NEW |
| First National Bank of Mount Dora, Trust Investment Services | $9.6M | 116,071 | 1.92% | new | NEW |
| Wagner Wealth Management, LLC | $9.4M | 114,165 | 1.74% | 10q | +1.5%+$135.9K |
| ARQ WEALTH ADVISORS, LLC | $8.9M | 107,579 | 1.10% | 10q | +66.6%+$3.6M |
| Base Wealth Management LLC | $8.4M | 101,496 | 3.89% | 5q | +4.9%+$389.7K |
| Etesian Wealth Advisors, Inc. | $8.3M | 100,509 | 2.45% | 10q | +0.5%+$44.6K |
| STIFEL FINANCIAL CORP | $7.8M | 94,221 | 0.01% | 5q | +11.5%+$800.5K |
| Investors Portfolio Services LLC | $7.6M | 92,647 | 5.83% | 3q | +17.7%+$1.1M |
| Centerline Wealth Advisors, LLC | $7.5M | 90,672 | 2.34% | 5q | +2.1%+$157.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $6.9M | 83,410 | 0.11% | 5q | +17.6%+$1.0M |
| GOLDMAN SACHS GROUP INC | $6.9M | 83,272 | 0.00% | new | NEW |
| Kaizen Financial Strategies | $6.7M | 81,885 | 2.17% | 6q | -7.1%-$512.8K |
| MAGNOLIA CAPITAL ADVISORS LLC | $6.5M | 79,235 | 1.12% | 2q | +9.6%+$573.4K |
| Merited Wealth, LLC | $6.5M | 78,836 | 4.60% | 3q | +114.8%+$3.5M |
| OpenArc Corporate Advisory, LLC | $6.3M | 76,802 | 0.08% | 3q | +31.3%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.3M | 76,370 | 0.01% | 12q | -5.0%-$329.5K |
| Ascent Group, LLC | $6.2M | 75,733 | 0.19% | 17q | -4.7%-$309.9K |
| SACKS & ASSOCIATES, LLC | $6.1M | 72,494 | 4.08% | 3q | +1.2%+$71.7K |
| Cooper Financial Group | $5.9M | 71,862 | 0.49% | 6q | +92.8%+$2.9M |
| BELLEVUE ASSET MANAGEMENT, LLC | $5.5M | 66,634 | 2.54% | 11q | HELD |
| Apella Capital, LLC | $5.4M | 65,685 | 0.08% | 2q | -4.7%-$269.6K |
| WealthPLAN Partners, LLC | $5.1M | 61,862 | 0.98% | 3q | +97.9%+$2.5M |
| Hopwood Nicholas Hunter | $5.0M | 61,202 | 1.39% | 3q | +5.6%+$267.2K |
Showing the largest 100 of 352 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 337 | $9.7B | 118,189,380 | 32 | 160 | 88 | 0.0% |
| Q1 2026 | 328 | $8.8B | 118,007,060 | 47 | 157 | 82 | 0.0% |
| Q4 2025 | 297 | $8.9B | 119,224,838 | 45 | 144 | 55 | 0.0% |
| Q3 2025 | 251 | $12.3B | 167,725,247 | 48 | 135 | 37 | 0.0% |
| Q2 2025 | 217 | $6.8B | 96,630,535 | 49 | 106 | 35 | 0.0% |
| Q1 2025 | 175 | $5.9B | 92,742,359 | 43 | 66 | 56 | 0.0% |
| Q4 2024 | 150 | $5.6B | 95,563,506 | 23 | 74 | 25 | 0.0% |
| Q3 2024 | 138 | $9.8B | 148,847,405 | 39 | 57 | 27 | 0.0% |
| Q2 2024 | 111 | $9.0B | 143,669,708 | 22 | 60 | 14 | 0.0% |
| Q1 2024 | 99 | $8.7B | 139,112,284 | 33 | 42 | 15 | 0.0% |
| Q4 2023 | 74 | $9.7B | 165,316,839 | 19 | 33 | 13 | 0.0% |
| Q3 2023 | 61 | $4.4B | 81,283,941 | 14 | 19 | 20 | 0.0% |
| Q2 2023 | 55 | $4.8B | 84,815,531 | 14 | 12 | 23 | 0.0% |
| Q1 2023 | 47 | $4.8B | 86,531,729 | 7 | 17 | 15 | 0.0% |
| Q4 2022 | 52 | $391.5M | 7,793,822 | 20 | 9 | 17 | 0.0% |
| Q3 2022 | 44 | $4.0B | 92,494,997 | 11 | 20 | 8 | 0.0% |
| Q2 2022 | 42 | $4.4B | 91,681,820 | 41 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $29.0K | 606 | 1 | 0 | 0 | 0.0% |