J P MORGAN EXCHANGE TRADED F (JIRE)
Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.
18
Reporting holders
$296.2M
Reported value
0.0%
Calls
0.0%
Puts
-335
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $193.1M | 2,350,566 | 2.93% | 6q | +2.5%+$4.7M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $42.4M | 515,711 | 3.06% | 9q | +1.8%+$756.8K |
| VALLEY WEALTH MANAGERS, INC. | $16.7M | 202,895 | 0.95% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $11.9M | 145,018 | 0.90% | 11q | +6.5%+$731.4K |
| SACKS & ASSOCIATES, LLC | $6.0M | 72,974 | 4.19% | 4q | +0.7%+$39.4K |
| Cooper Financial Group | $5.6M | 67,578 | 0.44% | 7q | -6.0%-$352.0K |
| Apella Capital, LLC | $5.4M | 65,747 | 0.07% | 3q | HELD |
| Kaizen Financial Strategies | $5.2M | 62,803 | 2.03% | 7q | -23.3%-$1.6M |
| JUNCTURE WEALTH STRATEGIES, LLC | $3.4M | 40,940 | 0.86% | 2q | +2.3%+$76.9K |
| MassMutual Private Wealth & Trust, FSB | $2.0M | 24,507 | 0.05% | 11q | -24.4%-$650.0K |
| Farther Finance Advisors, LLC | $1.8M | 21,419 | 0.01% | 11q | -8.2%-$157.3K |
| Balefire, LLC | $1.5M | 18,105 | 0.23% | 6q | -5.5%-$86.2K |
| Emergent Wealth Advisors, LLC | $725.6K | 8,832 | 0.38% | 3q | +0.5%+$3.9K |
| Elm3 Financial Group, LLC | $315.4K | 3,839 | 0.21% | 4q | -5.5%-$18.5K |
| Shira Ridge Wealth Management | $255.3K | 3,107 | 0.09% | 16q | -21.1%-$68.3K |
| GoalVest Advisory LLC | $71.1K | 865 | 0.01% | 5q | +5.2%+$3.5K |
| Miller Global Investments, LLC | $41.5K | 505 | 0.03% | 4q | HELD |
| GAMMA Investing LLC | $2.2K | 27 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $296.2M | 3,605,438 | 2 | 7 | 7 | 0.0% |
| Q2 2026 | 353 | $10.4B | 125,731,422 | 33 | 171 | 88 | 0.0% |
| Q1 2026 | 342 | $9.0B | 121,142,893 | 47 | 163 | 87 | 0.0% |
| Q4 2025 | 314 | $9.3B | 124,171,880 | 49 | 152 | 57 | 0.0% |
| Q3 2025 | 268 | $12.8B | 174,143,434 | 53 | 144 | 38 | 0.0% |
| Q2 2025 | 231 | $7.3B | 102,911,628 | 50 | 115 | 37 | 0.0% |
| Q1 2025 | 190 | $6.2B | 97,521,248 | 45 | 76 | 58 | 0.0% |
| Q4 2024 | 164 | $5.8B | 99,587,715 | 24 | 82 | 28 | 0.0% |
| Q3 2024 | 153 | $10.1B | 152,959,624 | 43 | 64 | 29 | 0.0% |
| Q2 2024 | 123 | $9.3B | 147,836,304 | 24 | 67 | 15 | 0.0% |
| Q1 2024 | 113 | $8.9B | 142,382,976 | 39 | 48 | 16 | 0.0% |
| Q4 2023 | 82 | $9.8B | 167,326,857 | 20 | 38 | 15 | 0.0% |
| Q3 2023 | 68 | $4.5B | 82,825,932 | 14 | 24 | 22 | 0.0% |
| Q2 2023 | 64 | $4.9B | 86,299,719 | 14 | 18 | 26 | 0.0% |
| Q1 2023 | 58 | $4.9B | 88,317,996 | 11 | 20 | 19 | 0.0% |
| Q4 2022 | 61 | $4.3B | 85,970,838 | 22 | 11 | 22 | 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% |