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 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
30New |
$2.07K - $2.21K
|
30
$2.22K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
26New |
$1.79K - $1.91K
|
26
$1.92K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$1.45K - $1.54K
|
21
$1.55K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10New |
$690 - $736
|
10
$740
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$690 - $736
|
10
$740
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$345 - $368
|
5
$370
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-8- 0.24% |
$552 - $589
|
3.34K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12- 11.32% |
$828 - $883
|
94
$6.95K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-43- 0.13% |
$2.97K - $3.16K
|
32.7K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 16.47% |
$5.73K - $6.11K
|
421
$31.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-115- 0.52% |
$7.94K - $8.46K
|
21.9K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-182- 1.05% |
$12.6K - $13.4K
|
17.1K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-504- 1.93% |
$34.8K - $37.1K
|
25.5K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-604- 0.2% |
$41.7K - $44.4K
|
301K
$22.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-716- 23.54% |
$49.4K - $52.7K
|
2.33K
$172K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-725- 11.01% |
$50K - $53.3K
|
5.86K
$434K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.21K- 1.5% |
$83.2K - $88.7K
|
78.9K
$5.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 20.97% |
$110K - $117K
|
6K
$444K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.97K- 9.77% |
$136K - $145K
|
18.2K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.25K- 46.54% |
$224K - $239K
|
3.73K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.77K- 96.98% |
$536K - $572K
|
242
$17.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.96K- 38.66% |
$549K - $585K
|
12.6K
$934K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-9.91K- 1.29% |
$684K - $729K
|
759K
$56.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-11.2K- 1.54% |
$771K - $822K
|
716K
$52.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-11.4K- 28.4% |
$789K - $841K
|
28.8K
$2.13M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.4K- 28.43% |
$1.2M - $1.28M
|
43.8K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-20.5K- 6.62% |
$1.42M - $1.51M
|
290K
$21.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-21.1K- 3.12% |
$1.45M - $1.55M
|
655K
$48.5M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-36.3K- 7.43% |
$2.51M - $2.67M
|
452K
$33.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67K- 43.91% |
$4.62M - $4.93M
|
85.5K
$6.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-127K- 7.44% |
$8.76M - $9.34M
|
1.58M
$117M
|