JIRE — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JIRE)? 18 institutions reported holding $296.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eastern Bank ($193.1M), First Financial Bank - Trust Division ($42.4M), Valley Wealth Managers, Inc. ($16.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EASTERN BANK | $193.1M | 2.4M | Added |
| 2 | FIRST FINANCIAL BANK - TRUST DIVISION | $42.4M | 515,711 | Added |
| 3 | VALLEY WEALTH MANAGERS, INC. | $16.7M | 202,895 | New |
| 4 | Galvin, Gaustad & Stein, LLC | $11.9M | 145,018 | Added |
| 5 | SACKS & ASSOCIATES, LLC | $6.0M | 72,974 | Added |
| 6 | Cooper Financial Group | $5.6M | 67,578 | Trimmed |
| 7 | Apella Capital, LLC | $5.4M | 65,747 | Added |
| 8 | Kaizen Financial Strategies | $5.2M | 62,803 | Trimmed |
| 9 | JUNCTURE WEALTH STRATEGIES, LLC | $3.4M | 40,940 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $2.0M | 24,507 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $1.8M | 21,419 | Trimmed |
| 12 | Balefire, LLC | $1.5M | 18,105 | Trimmed |
| 13 | Emergent Wealth Advisors, LLC | $725,637 | 8,832 | Added |
| 14 | Elm3 Financial Group, LLC | $315,412 | 3,839 | Trimmed |
| 15 | Shira Ridge Wealth Management | $255,271 | 3,107 | Trimmed |
| 16 | GoalVest Advisory LLC | $71,068 | 865 | Added |
| 17 | Miller Global Investments, LLC | $41,491 | 505 | Hold |
| 18 | GAMMA Investing LLC | $2,218 | 27 | New |
Source: SEC Form 13F filings · as of 2026-09-30