Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.56K+ 27.23% |
$146K - $181K
|
12K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.55K+ 172.68% |
$145K - $180K
|
4.02K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 197.05% |
$122K - $151K
|
3.23K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.93K+ 40.61% |
$110K - $136K
|
6.68K
$494K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.9K+ 6.35% |
$108K - $134K
|
31.8K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 45.29% |
$105K - $130K
|
5.91K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.82K+ 1068.24% |
$103K - $129K
|
1.99K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.75K+ 16.3% |
$99.6K - $124K
|
12.5K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.7K+ 16.4% |
$96.9K - $121K
|
12.1K
$894K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.43K+ 34.32% |
$81.5K - $101K
|
5.61K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.38K+ 3.33% |
$78.3K - $97.5K
|
42.7K
$3.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.37K+ 11.27% |
$77.8K - $96.7K
|
13.5K
$999K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.36K+ 4.43% |
$77.1K - $96K
|
32K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.32K+ 8.53% |
$75.2K - $93.6K
|
16.8K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.14K+ 299.74% |
$64.6K - $80.4K
|
1.52K
$112K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 23.73% |
$63.1K - $78.6K
|
5.79K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 4.06% |
$63K - $78.3K
|
28.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01K+ 1.86% |
$57.6K - $71.6K
|
55.3K
$4.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
720New |
$41K - $51K
|
720
$53.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
700+ 2.41% |
$39.8K - $49.5K
|
29.7K
$2.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
695+ 2.74% |
$39.5K - $49.2K
|
26K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
672+ 1.97% |
$38.2K - $47.6K
|
34.8K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
665+ 10.4% |
$37.8K - $47.1K
|
7.06K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
659New |
$37.5K - $46.6K
|
659
$48.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
630New |
$35.8K - $44.6K
|
630
$46.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
624+ 9.16% |
$35.5K - $44.2K
|
7.44K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
614+ 18.7% |
$34.9K - $43.5K
|
3.9K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
594+ 18.56% |
$33.8K - $42K
|
3.8K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
575+ 15.6% |
$32.7K - $40.7K
|
4.26K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
558+ 13.82% |
$31.7K - $39.5K
|
4.6K
$340K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
523+ 4.72% |
$29.7K - $37K
|
11.6K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
487+ 1570.97% |
$27.7K - $34.5K
|
518
$38.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
479New |
$27.2K - $33.9K
|
479
$35.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
421New |
$23.9K - $29.8K
|
421
$31.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 5.57% |
$22.8K - $28.3K
|
7.59K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
383+ 4.25% |
$21.8K - $27.1K
|
9.39K
$695K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
370New |
$21K - $26.2K
|
370
$27.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
352+ 13.09% |
$20K - $24.9K
|
3.04K
$225K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
336New |
$19.1K - $23.8K
|
336
$24.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
328+ 1.65% |
$18.7K - $23.2K
|
20.2K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
304+ 2.68% |
$17.3K - $21.5K
|
11.7K
$863K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
304+ 1.41% |
$17.3K - $21.5K
|
21.9K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
304+ 3.55% |
$17.3K - $21.5K
|
8.86K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
225+ 0.35% |
$12.8K - $15.9K
|
64.5K
$4.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
216+ 4.82% |
$12.3K - $15.3K
|
4.7K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
213+ 3.13% |
$12.1K - $15.1K
|
7.02K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
209+ 9.87% |
$11.9K - $14.8K
|
2.33K
$172K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
196+ 3.76% |
$11.1K - $13.9K
|
5.41K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$10.5K - $13.1K
|
185
$13.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
152+ 2.9% |
$8.65K - $10.8K
|
5.39K
$399K
|