Purchases and Sales Made in Q1 2025 in J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd Tr (JIRE) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74M+ 92737.61% |
$101M - $115M
|
1.75M
$121M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$68.5M - $77.7M
|
1.18M
$81.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.09MNew |
$63M - $71.5M
|
1.09M
$75.1M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
865K+ 8731.23% |
$50.2M - $57M
|
875K
$60.5M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
739KNew |
$42.9M - $48.7M
|
739K
$51.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
686KNew |
$39.8M - $45.1M
|
686K
$47.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
474K+ 77.45% |
$27.5M - $31.2M
|
1.09M
$75M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
396K+ 128.54% |
$23M - $26.1M
|
704K
$48.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
314K+ 100.1% |
$18.2M - $20.7M
|
627K
$43.3M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
259K+ 588.27% |
$15M - $17M
|
303K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
246K+ 45.27% |
$14.3M - $16.2M
|
790K
$54.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
188K+ 390810.41% |
$10.9M - $12.4M
|
188K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 49.96% |
$9.27M - $10.5M
|
480K
$33.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
153KNew |
$8.88M - $10.1M
|
153K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
132K+ 51.97% |
$7.69M - $8.72M
|
387K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 9.94% |
$7.16M - $8.12M
|
1.36M
$94.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
120KNew |
$6.96M - $7.9M
|
120K
$8.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
115KNew |
$6.67M - $7.57M
|
115K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 80.61% |
$6.43M - $7.3M
|
248K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
108K+ 34.35% |
$6.25M - $7.09M
|
421K
$29.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 17.25% |
$6.2M - $7.04M
|
726K
$50.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
98.7K+ 124.73% |
$5.73M - $6.5M
|
178K
$12.3M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
78.1K+ 20.14% |
$4.53M - $5.14M
|
466K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
76.2K+ 30.98% |
$4.42M - $5.02M
|
322K
$22.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
72KNew |
$4.18M - $4.74M
|
72K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56.3K+ 57.11% |
$3.27M - $3.71M
|
155K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
52.8KNew |
$3.07M - $3.48M
|
52.8K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
49.8K+ 103.74% |
$2.89M - $3.28M
|
97.9K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.7K+ 23.22% |
$2.88M - $3.27M
|
264K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45.2K+ 15.36% |
$2.62M - $2.98M
|
340K
$23.5M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42.5K+ 105.86% |
$2.46M - $2.79M
|
82.6K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.4K+ 9.56% |
$2.4M - $2.73M
|
475K
$32.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.3KNew |
$2.4M - $2.72M
|
41.3K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
36.7K+ 9.17% |
$2.13M - $2.42M
|
437K
$30.2M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
33.7K+ 212.25% |
$1.96M - $2.22M
|
49.6K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
32.5K+ 4.64% |
$1.89M - $2.14M
|
733K
$50.7M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
30.9K+ 4.18% |
$1.79M - $2.03M
|
769K
$53.2M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
28.2KNew |
$1.63M - $1.85M
|
28.2K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.2KNew |
$1.58M - $1.79M
|
27.2K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
25.4K+ 491.5% |
$1.48M - $1.67M
|
30.6K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
25.4K+ 23.33% |
$1.47M - $1.67M
|
134K
$9.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 2.19% |
$1.39M - $1.57M
|
1.12M
$77.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
21.9K+ 6.39% |
$1.27M - $1.44M
|
365K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9KNew |
$1.15M - $1.31M
|
19.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 31.93% |
$973K - $1.1M
|
69.3K
$4.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
16.2K+ 36.96% |
$942K - $1.07M
|
60.1K
$4.16M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 139.31% |
$912K - $1.03M
|
27K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 5.65% |
$904K - $1.02M
|
291K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$899K - $1.02M
|
15.5K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 18.08% |
$787K - $892K
|
88.5K
$6.12M
|