Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
672K+ 32.61% |
$46.4M - $49.5M
|
2.73M
$202M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
479K+ 38.26% |
$33.1M - $35.2M
|
1.73M
$128M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
446K+ 78.01% |
$30.8M - $32.8M
|
1.02M
$75.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
418K+ 39.52% |
$28.8M - $30.7M
|
1.48M
$109M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
315K+ 27.05% |
$21.8M - $23.2M
|
1.48M
$110M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
311KNew |
$21.5M - $22.9M
|
311K
$23M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
268KNew |
$18.5M - $19.7M
|
268K
$19.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
200KNew |
$13.8M - $14.7M
|
200K
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
121K+ 359.87% |
$8.36M - $8.91M
|
155K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 7.87% |
$7.68M - $8.18M
|
1.52M
$113M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
103K+ 7.33% |
$7.14M - $7.61M
|
1.51M
$112M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
77.8K+ 27.9% |
$5.37M - $5.72M
|
357K
$26.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.9K+ 35.94% |
$5.31M - $5.66M
|
291K
$21.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
76.4K+ 85.82% |
$5.27M - $5.62M
|
165K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
66K+ 13.58% |
$4.56M - $4.86M
|
552K
$40.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
61.5KNew |
$4.25M - $4.53M
|
61.5K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
54.4K+ 40.3% |
$3.76M - $4M
|
189K
$14M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
49.6K+ 114.99% |
$3.42M - $3.65M
|
92.7K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
30.4K+ 62.14% |
$2.1M - $2.23M
|
79.2K
$5.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.1K+ 5.97% |
$1.73M - $1.84M
|
445K
$32.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 393.0% |
$1.65M - $1.76M
|
30K
$2.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
22.7K+ 6.97% |
$1.57M - $1.67M
|
349K
$25.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
17.2K+ 20.82% |
$1.19M - $1.26M
|
99.8K
$7.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16.5KNew |
$1.14M - $1.22M
|
16.5K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16K+ 76.72% |
$1.1M - $1.18M
|
36.8K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.9KNew |
$1.03M - $1.09M
|
14.9K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 20.64% |
$1.02M - $1.09M
|
86.3K
$6.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 12.56% |
$885K - $943K
|
115K
$8.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12K+ 103.4% |
$828K - $882K
|
23.6K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6K+ 14.78% |
$800K - $853K
|
90K
$6.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
11.6K+ 45.9% |
$797K - $850K
|
36.7K
$2.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.4K+ 58.39% |
$786K - $837K
|
30.9K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.1K+ 18.24% |
$766K - $817K
|
72K
$5.32M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
10.5KNew |
$725K - $773K
|
10.5K
$777K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3K+ 76.61% |
$714K - $761K
|
23.8K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10.3K+ 0.64% |
$713K - $760K
|
1.63M
$121M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.53K+ 3.61% |
$658K - $701K
|
274K
$20.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.16KNew |
$632K - $674K
|
9.16K
$678K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
9.15K+ 12.22% |
$631K - $673K
|
84K
$6.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
8.3K+ 93.59% |
$573K - $610K
|
17.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.71KNew |
$532K - $567K
|
7.71K
$570K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.69K+ 4.68% |
$531K - $566K
|
172K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.47K+ 6.28% |
$515K - $549K
|
126K
$9.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.01K+ 17.63% |
$415K - $442K
|
40.1K
$2.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.45KNew |
$376K - $401K
|
5.45K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.31KNew |
$366K - $390K
|
5.31K
$392K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.16K+ 77.32% |
$356K - $380K
|
11.8K
$876K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.06K+ 26.19% |
$349K - $372K
|
24.4K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.97K+ 88.59% |
$343K - $366K
|
10.6K
$783K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.91K+ 3.67% |
$339K - $361K
|
139K
$10.3M
|