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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.55K+ 36.52% |
$314K - $335K
|
17K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.92K+ 15.94% |
$270K - $288K
|
28.5K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.82K+ 66.0% |
$264K - $281K
|
9.61K
$711K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.81K+ 1.03% |
$263K - $280K
|
372K
$27.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.78KNew |
$261K - $278K
|
3.78K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.68KNew |
$254K - $270K
|
3.68K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.56K+ 8.32% |
$245K - $262K
|
46.3K
$3.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.55KNew |
$245K - $261K
|
3.55K
$262K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.54KNew |
$244K - $260K
|
3.54K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.39K+ 538.25% |
$234K - $249K
|
4.02K
$297K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.23K+ 43.43% |
$223K - $238K
|
10.7K
$789K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 3.05% |
$222K - $236K
|
109K
$8.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.15KNew |
$218K - $232K
|
3.15K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.02K+ 51.33% |
$208K - $222K
|
8.89K
$658K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.98KNew |
$206K - $219K
|
2.98K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 89.89% |
$200K - $213K
|
6.13K
$453K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.83KNew |
$196K - $208K
|
2.83K
$210K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.28K+ 48.07% |
$157K - $167K
|
7.01K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.97K+ 1.9% |
$136K - $145K
|
105K
$7.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 6.77% |
$132K - $141K
|
30.3K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.86K+ 5.82% |
$128K - $137K
|
33.8K
$2.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.61K+ 9.59% |
$111K - $119K
|
18.4K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.27K+ 19.26% |
$87.5K - $93.3K
|
7.85K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.26K+ 1.8% |
$87.2K - $93K
|
71.4K
$5.28M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.23K+ 23.17% |
$84.5K - $90.1K
|
6.51K
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 32.07% |
$84K - $89.5K
|
5.01K
$371K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 4.73% |
$82.5K - $88K
|
26.5K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
900+ 2.59% |
$62.1K - $66.2K
|
35.7K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
869+ 21.06% |
$60K - $63.9K
|
5K
$370K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
756+ 12.62% |
$52.2K - $55.6K
|
6.75K
$499K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
673New |
$46.5K - $49.5K
|
673
$49.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
625New |
$43.1K - $46K
|
625
$46.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
576+ 7.43% |
$39.8K - $42.4K
|
8.33K
$616K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
490New |
$33.8K - $36K
|
490
$36.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
424+ 1.43% |
$29.3K - $31.2K
|
30.1K
$2.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
415+ 1.51% |
$28.6K - $30.5K
|
27.9K
$2.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
390New |
$26.9K - $28.7K
|
390
$28.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
328+ 6.09% |
$22.6K - $24.1K
|
5.72K
$423K
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
299+ 2.56% |
$20.6K - $22K
|
12K
$885K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
277+ 8.21% |
$19.1K - $20.4K
|
3.65K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
241+ 1.67% |
$16.6K - $17.7K
|
14.7K
$1.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
236+ 7.02% |
$16.3K - $17.4K
|
3.6K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
184+ 4.81% |
$12.7K - $13.5K
|
4.01K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
153+ 3.07% |
$10.6K - $11.3K
|
5.14K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
113+ 2.09% |
$7.8K - $8.31K
|
5.52K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$6.9K - $7.36K
|
100
$7.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
97+ 1.38% |
$6.69K - $7.14K
|
7.11K
$526K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 30.82% |
$5.94K - $6.33K
|
365
$27K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
67+ 1.57% |
$4.62K - $4.93K
|
4.33K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
47New |
$3.24K - $3.46K
|
47
$3.48K
|