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 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13K+ 87.03% |
$757K - $858K
|
28K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12K+ 6.08% |
$698K - $792K
|
210K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.6KNew |
$675K - $766K
|
11.6K
$804K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.38K+ 217.96% |
$544K - $618K
|
13.7K
$946K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.74KNew |
$507K - $575K
|
8.74K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
8.56KNew |
$497K - $564K
|
8.56K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.48KNew |
$492K - $558K
|
8.48K
$586K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.32K+ 5.56% |
$483K - $548K
|
158K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.03K+ 20.4% |
$408K - $463K
|
41.5K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.02K+ 5.38% |
$407K - $462K
|
138K
$9.51M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.37KNew |
$369K - $419K
|
6.37K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.04K+ 10.72% |
$351K - $398K
|
62.4K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.69K+ 6.01% |
$330K - $375K
|
100K
$6.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$303K - $343K
|
5.21K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 10.08% |
$293K - $332K
|
55K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.97KNew |
$288K - $327K
|
4.97K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.68K+ 137.02% |
$272K - $308K
|
8.09K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.31K+ 33.59% |
$250K - $284K
|
17.2K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 138.26% |
$242K - $275K
|
7.19K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$238K - $270K
|
4.11K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$238K - $270K
|
4.11K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.09K+ 21.87% |
$237K - $269K
|
22.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.71K+ 69.93% |
$215K - $244K
|
9.01K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.68K+ 2.62% |
$214K - $242K
|
144K
$9.97M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.61K+ 5.95% |
$210K - $238K
|
64.3K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.44KNew |
$200K - $227K
|
3.44K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.2KNew |
$186K - $211K
|
3.2K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.77K+ 9.67% |
$161K - $183K
|
31.5K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.63K+ 3.2% |
$153K - $173K
|
84.8K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.16KNew |
$126K - $142K
|
2.16K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.15K+ 396.31% |
$125K - $141K
|
2.69K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.12KNew |
$123K - $139K
|
2.12K
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.82K+ 45.45% |
$106K - $120K
|
5.83K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 0.6% |
$98.3K - $112K
|
284K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.55K+ 0.62% |
$90K - $102K
|
252K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.53KNew |
$88.7K - $101K
|
1.53K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 512.24% |
$87.4K - $99.2K
|
1.8K
$124K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$63K - $71.5K
|
1.09K
$75.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
805New |
$46.7K - $53K
|
805
$55.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
759+ 1331.58% |
$44.1K - $50K
|
816
$56.4K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
732+ 19.51% |
$42.5K - $48.2K
|
4.48K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
691New |
$40.1K - $45.5K
|
691
$47.8K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
531+ 3.36% |
$30.8K - $35K
|
16.4K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
517+ 9.88% |
$30K - $34K
|
5.75K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$29K - $32.9K
|
500
$34.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
469+ 4.73% |
$27.2K - $30.9K
|
10.4K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
456New |
$26.5K - $30K
|
456
$31.5K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
379New |
$22K - $25K
|
379
$26.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
348+ 7.91% |
$20.2K - $22.9K
|
4.75K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
345+ 7.93% |
$20K - $22.7K
|
4.7K
$325K
|