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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.25K- 9.43% |
$131K - $148K
|
21.6K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 24.24% |
$154K - $175K
|
8.29K
$573K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.74K- 12.89% |
$159K - $180K
|
18.5K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.07K- 20.38% |
$178K - $202K
|
12K
$828K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.19K- 98.58% |
$185K - $210K
|
46
$3.18K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.74K- 25.2% |
$217K - $246K
|
11.1K
$767K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.89K- 1.24% |
$226K - $256K
|
309K
$21.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.87K- 50.19% |
$399K - $452K
|
6.82K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.97K- 10.16% |
$404K - $459K
|
61.6K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.05KClosed |
$409K - $464K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.5K- 6.74% |
$899K - $1.02M
|
214K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.1K- 22.91% |
$936K - $1.06M
|
54.3K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-16.5K- 20.93% |
$957K - $1.09M
|
62.3K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.5K- 4.53% |
$958K - $1.09M
|
348K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.3K- 24.12% |
$1.01M - $1.14M
|
54.5K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.2K- 80.75% |
$1.23M - $1.4M
|
5.06K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-22K- 7.98% |
$1.27M - $1.45M
|
253K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.2K- 33.45% |
$1.29M - $1.46M
|
44.2K
$3.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.8K- 65.21% |
$1.61M - $1.83M
|
14.8K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-37K- 4.52% |
$2.15M - $2.44M
|
781K
$54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.7K- 1.59% |
$2.83M - $3.21M
|
3.01M
$208M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-74.1K- 4.67% |
$4.3M - $4.88M
|
1.51M
$104M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-78.3K- 28.32% |
$4.54M - $5.16M
|
198K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-94.3K- 12.83% |
$5.47M - $6.21M
|
641K
$44.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-107K- 24.82% |
$6.21M - $7.05M
|
324K
$22.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-141K- 99.97% |
$8.18M - $9.28M
|
48
$3.32K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-267K- 97.42% |
$15.5M - $17.6M
|
7.06K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-609K- 95.79% |
$35.3M - $40.1M
|
26.8K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.11M- 4.76% |
$181M - $205M
|
62.2M
$4.3B
|