Home › JIRE

Who holds JIRE

J P MORGAN EXCHANGE TRADED F · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
JPMORGAN CHASE & CO56.6M$4.7B0.3%
LPL Financial LLC6.7M$550.0M0.1%
FMR LLC3.7M$307.3M0.0%
ENVESTNET ASSET MANAGEMENT INC3.2M$264.7M0.1%
EASTERN BANK2.3M$189.2M2.9%
MML INVESTORS SERVICES, LLC2.0M$165.0M0.3%
COMMONWEALTH EQUITY SERVICES, LLC1.9M$155.9M0.2%
RAYMOND JAMES FINANCIAL INC1.8M$152.5M0.0%
FACTORY MUTUAL INSURANCE CO1.7M$137.9M1.3%
Dynasty Wealth Management, LLC1.6M$132.5M1.0%
Janney Montgomery Scott LLC1.6M$129.9M0.3%
Lido Advisors, LLC1.5M$127.5M0.3%
ASSETMARK, INC1.4M$115.0M0.2%
Cetera Investment Advisers1.3M$109.2M0.1%
Bogart Wealth, LLC1.2M$103.0M3.5%
Vestmark Advisory Solutions, Inc.1.2M$100.3M0.9%
SAGESPRING WEALTH PARTNERS, LLC1.2M$99.5M1.5%
Invesco Ltd.918.0K$75.7M0.0%
Conservest Capital Advisors, Inc.915.7K$75.5M6.0%
Hughes Financial Services, LLC907.4K$74.8M9.9%
OSAIC HOLDINGS, INC.860.0K$70.9M0.1%
GREAT VALLEY ADVISOR GROUP, INC.842.9K$69.5M1.1%
Richard P Slaughter Associates Inc791.7K$65.3M12.8%
New England Professional Planning Group Inc.761.9K$62.8M23.5%
Private Advisor Group, LLC748.7K$61.8M0.3%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC745.3K$61.5M0.8%
JONES FINANCIAL COMPANIES LLLP725.7K$58.9M0.0%
Pure Financial Advisors, LLC644.8K$53.2M0.7%
AMERIPRISE FINANCIAL INC603.9K$49.7M0.0%
DAYMARK WEALTH PARTNERS, LLC592.3K$48.9M1.2%
Cambridge Investment Research Advisors, Inc.522.5K$43.1M0.1%
First Financial Bank - Trust Division515.7K$42.4M3.1%
CUTLER INVESTMENT COUNSEL LLC480.4K$39.6M3.7%
LEVEL FOUR ADVISORY SERVICES, LLC467.6K$38.6M1.1%
Modern Wealth Management, LLC463.7K$38.2M0.5%
KELLY FINANCIAL GROUP LLC459.1K$37.9M8.4%
WealthPlan Investment Management, LLC436.5K$36.0M1.8%
OLD MISSION CAPITAL LLC426.4K$35.2M0.6%
Pallas Capital Advisors LLC421.0K$34.7M1.1%
HighPoint Advisor Group LLC406.8K$33.6M1.2%
Francis Financial, Inc.396.2K$32.7M5.4%
EdgeRock Capital LLC378.7K$31.2M7.1%
Madison Asset Management, LLC371.2K$30.6M0.4%
GRIMES & Co WEALTH MANAGEMENT, LLC365.2K$30.1M0.7%
National Philanthropic Trust352.1K$29.0M0.4%
Kendall Capital Management349.8K$28.9M4.8%
ROYAL BANK OF CANADA348.1K$28.7M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO333.9K$27.5M0.0%
THRIVENT FINANCIAL FOR LUTHERANS327.3K$27.0M0.0%
SAX WEALTH ADVISORS, LLC351.7K$26.6M1.1%
Elk River Wealth Management LLC322.3K$26.6M4.2%
Southern Farm Bureau Life Insurance322.2K$26.6M2.5%
Bluespring Wealth Management, LLC309.3K$25.5M0.5%
Choice Wealth Advisors LLC305.6K$25.2M8.8%
Integrated Wealth Concepts LLC295.5K$24.4M0.2%
Rockefeller Capital Management L.P.294.9K$24.3M0.0%
Tradition Wealth Management, LLC290.5K$24.0M1.5%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME287.0K$23.7M0.0%
MORGAN STANLEY277.2K$22.9M0.0%
Badgley Phelps Wealth Managers, LLC261.8K$21.6M0.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}