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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
119New |
$6.77K - $8.42K
|
119
$8.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
110+ 27.92% |
$6.26K - $7.78K
|
504
$37.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
106New |
$6.03K - $7.5K
|
106
$7.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
85+ 83.33% |
$4.83K - $6.02K
|
187
$13.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$4.72K - $5.87K
|
83
$6.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
83New |
$4.72K - $5.87K
|
83
$6.14K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 27.0% |
$3.07K - $3.82K
|
254
$18.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
47New |
$2.67K - $3.33K
|
47
$3.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
41+ 13.02% |
$2.33K - $2.9K
|
356
$26.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
24+ 0.48% |
$1.37K - $1.7K
|
4.99K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24+ 23.08% |
$1.37K - $1.7K
|
128
$9.47K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20+ 23.26% |
$1.14K - $1.42K
|
106
$7.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17+ 34.0% |
$967 - $1.2K
|
67
$4.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 50.0% |
$739 - $920
|
39
$2.89K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5New |
$284 - $354
|
5
$370
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2+ 0.02% |
$114 - $142
|
12K
$886K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$114 - $142
|
2
$148
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2- 0.01% |
$114 - $142
|
27.5K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.47% |
$1.02K - $1.27K
|
3.82K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18- 0.07% |
$1.02K - $1.27K
|
25.3K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-75- 1.06% |
$4.27K - $5.31K
|
6.98K
$516K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-122- 30.42% |
$6.94K - $8.63K
|
279
$20.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-244- 0.18% |
$13.9K - $17.3K
|
134K
$9.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-300- 1.12% |
$17.1K - $21.2K
|
26.5K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-341- 4.21% |
$19.4K - $24.1K
|
7.75K
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-374- 1.46% |
$21.3K - $26.5K
|
25.2K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-376- 9.16% |
$21.4K - $26.6K
|
3.73K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-392- 0.05% |
$22.3K - $27.7K
|
769K
$56.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-397- 0.55% |
$22.6K - $28.1K
|
71.6K
$5.29M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-417- 10.16% |
$23.7K - $29.5K
|
3.69K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-420- 84.0% |
$23.9K - $29.7K
|
80
$5.92K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-490- 7.7% |
$27.9K - $34.7K
|
5.88K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-683- 18.83% |
$38.8K - $48.3K
|
2.94K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-718- 1.17% |
$40.8K - $50.8K
|
60.9K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-816Closed |
$46.4K - $57.7K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-915- 12.2% |
$52K - $64.8K
|
6.59K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.1K- 18.87% |
$62.6K - $77.9K
|
4.73K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.47K- 3.55% |
$83.8K - $104K
|
40K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.52K- 99.48% |
$86.5K - $108K
|
8
$592
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.69K- 2.71% |
$96K - $119K
|
60.6K
$4.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.49K- 10.98% |
$141K - $176K
|
20.2K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.54K- 1.02% |
$144K - $180K
|
246K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.91K- 21.12% |
$222K - $277K
|
14.6K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.42K- 65.38% |
$308K - $384K
|
2.87K
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.57K- 3.52% |
$317K - $394K
|
153K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.78K- 4.7% |
$386K - $480K
|
137K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7.17K- 0.82% |
$408K - $508K
|
868K
$64.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-7.95K- 2.57% |
$452K - $563K
|
301K
$22.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.84K- 59.61% |
$503K - $626K
|
5.99K
$443K
|