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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.09MNew |
$63M - $71.5M
|
1.09M
$68.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
314K+ 100.1% |
$18.2M - $20.7M
|
627K
$39.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
120KNew |
$6.96M - $7.9M
|
120K
$7.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
115KNew |
$6.67M - $7.57M
|
115K
$7.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
108K+ 34.35% |
$6.25M - $7.09M
|
421K
$26.6M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
78.1K+ 20.14% |
$4.53M - $5.14M
|
466K
$29.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
72KNew |
$4.18M - $4.74M
|
72K
$4.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
52.8KNew |
$3.07M - $3.48M
|
52.8K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
49.8K+ 103.74% |
$2.89M - $3.28M
|
97.9K
$6.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 2.19% |
$1.39M - $1.57M
|
1.12M
$70.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
21.9K+ 6.39% |
$1.27M - $1.44M
|
365K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
16.2K+ 36.96% |
$942K - $1.07M
|
60.1K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$899K - $1.02M
|
15.5K
$980K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13K+ 87.03% |
$757K - $858K
|
28K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.32K+ 5.56% |
$483K - $548K
|
158K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.69K+ 6.01% |
$330K - $375K
|
100K
$6.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$303K - $343K
|
5.21K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.97KNew |
$288K - $327K
|
4.97K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 138.26% |
$242K - $275K
|
7.19K
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.63K+ 3.2% |
$153K - $173K
|
84.8K
$5.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.55K+ 0.62% |
$90K - $102K
|
252K
$15.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$63K - $71.5K
|
1.09K
$68.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
805New |
$46.7K - $53K
|
805
$50.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
348+ 7.91% |
$20.2K - $22.9K
|
4.75K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270New |
$15.7K - $17.8K
|
270
$17.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 3.62% |
$8.47K - $9.61K
|
4.18K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
30New |
$1.74K - $1.98K
|
30
$1.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$464 - $527
|
8
$506
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-249- 6.33% |
$14.5K - $16.4K
|
3.69K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-491- 4.96% |
$28.5K - $32.3K
|
9.4K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-575- 4.94% |
$33.4K - $37.9K
|
11.1K
$700K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.26K- 6.92% |
$73.2K - $83K
|
17K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.44K- 5.99% |
$83.8K - $95.1K
|
22.6K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.19K- 98.58% |
$185K - $210K
|
46
$2.91K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.89K- 1.24% |
$226K - $256K
|
309K
$19.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-267K- 97.42% |
$15.5M - $17.6M
|
7.06K
$446K
|