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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
307New |
$17.8K - $20.2K
|
307
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
300+ 8.08% |
$17.4K - $19.8K
|
4.02K
$277K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 7.65% |
$16.7K - $18.9K
|
4.04K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270New |
$15.7K - $17.8K
|
270
$18.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 3.62% |
$8.47K - $9.61K
|
4.18K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
140+ 2.75% |
$8.13K - $9.22K
|
5.24K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$7.84K - $8.89K
|
135
$9.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
128+ 3.45% |
$7.43K - $8.43K
|
3.84K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106New |
$6.15K - $6.98K
|
106
$7.33K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76New |
$4.41K - $5K
|
76
$5.25K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53+ 3.73% |
$3.08K - $3.49K
|
1.48K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
45+ 0.16% |
$2.61K - $2.96K
|
29K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$1.97K - $2.24K
|
34
$2.35K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
33+ 253.85% |
$1.92K - $2.17K
|
46
$3.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
30New |
$1.74K - $1.98K
|
30
$2.07K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
27New |
$1.57K - $1.78K
|
27
$1.87K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 9.47% |
$522 - $593
|
104
$7.19K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$464 - $527
|
8
$553
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 13.79% |
$464 - $527
|
50
$3.46K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21- 5.06% |
$1.22K - $1.38K
|
394
$27.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-21- 6.25% |
$1.22K - $1.38K
|
315
$21.8K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-46- 1.2% |
$2.67K - $3.03K
|
3.78K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 46.58% |
$4.35K - $4.94K
|
86
$5.94K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-80- 32.0% |
$4.64K - $5.27K
|
170
$11.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-101- 20.12% |
$5.86K - $6.65K
|
401
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-136- 34.69% |
$7.89K - $8.95K
|
256
$17.7K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-139- 1.21% |
$8.07K - $9.15K
|
11.4K
$785K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-163- 16.48% |
$9.46K - $10.7K
|
826
$57.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-247- 7.0% |
$14.3K - $16.3K
|
3.28K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-249- 6.33% |
$14.5K - $16.4K
|
3.69K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-266- 2.15% |
$15.4K - $17.5K
|
12.1K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-444- 2.19% |
$25.8K - $29.2K
|
19.8K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-491- 4.96% |
$28.5K - $32.3K
|
9.4K
$650K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-514- 94.31% |
$29.8K - $33.8K
|
31
$2.14K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-514- 1.99% |
$29.8K - $33.8K
|
25.3K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-560- 1.62% |
$32.5K - $36.9K
|
34.1K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-575- 4.94% |
$33.4K - $37.9K
|
11.1K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-606- 12.96% |
$35.2K - $39.9K
|
4.07K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-656- 12.3% |
$38.1K - $43.2K
|
4.68K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-818- 3.34% |
$47.5K - $53.9K
|
23.7K
$1.64M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.26K- 6.92% |
$73.2K - $83K
|
17K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 10.84% |
$75.8K - $86K
|
10.7K
$742K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.44K- 5.99% |
$83.8K - $95.1K
|
22.6K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.58K- 18.84% |
$91.6K - $104K
|
6.8K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 30.53% |
$92.5K - $105K
|
3.63K
$251K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.64K- 6.08% |
$95.3K - $108K
|
25.4K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.78K- 19.18% |
$103K - $117K
|
7.5K
$518K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.9K- 10.34% |
$110K - $125K
|
16.5K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.92K- 7.0% |
$112K - $127K
|
25.5K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.18K- 6.81% |
$127K - $144K
|
29.9K
$2.07M
|