Latest Institutional Transactions on J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd Tr (JIRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.38K+ 3.33% |
$78.3K - $97.5K
|
42.7K
$3.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.95K+ 0.81% |
$168K - $208K
|
368K
$26M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 5.57% |
$22.8K - $28.3K
|
7.59K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
119New |
$6.77K - $8.42K
|
119
$8.41K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.49K- 10.98% |
$141K - $176K
|
20.2K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.5KNew |
$1.11M - $1.38M
|
19.5K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.57K- 3.52% |
$317K - $394K
|
153K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22KNew |
$1.25M - $1.56M
|
22K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
99.7K+ 39.64% |
$5.67M - $7.06M
|
351K
$24.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
575+ 15.6% |
$32.7K - $40.7K
|
4.26K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
152+ 2.9% |
$8.65K - $10.8K
|
5.39K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
720New |
$41K - $51K
|
720
$50.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.86K+ 22.73% |
$219K - $273K
|
20.8K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-7.95K- 2.57% |
$452K - $563K
|
301K
$21.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
99.7K+ 15.9% |
$5.67M - $7.06M
|
727K
$51.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-75- 1.06% |
$4.27K - $5.31K
|
6.98K
$493K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
47New |
$2.67K - $3.33K
|
47
$3.32K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 197.05% |
$122K - $151K
|
3.23K
$228K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 43.7% |
$696K - $867K
|
40.3K
$2.84M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
23.3K+ 5.0% |
$1.32M - $1.65M
|
489K
$34.5M
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.9K- 10.34% |
$110K - $125K
|
16.5K
$1.16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
188K+ 390810.41% |
$10.9M - $12.4M
|
188K
$13.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.64K- 6.08% |
$95.3K - $108K
|
25.4K
$1.79M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-514- 1.99% |
$29.8K - $33.8K
|
25.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.2K- 33.45% |
$1.29M - $1.46M
|
44.2K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.1K- 22.91% |
$936K - $1.06M
|
54.3K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 13.79% |
$464 - $527
|
50
$3.53K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.44KNew |
$200K - $227K
|
3.44K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
456New |
$26.5K - $30K
|
456
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
76.2K+ 30.98% |
$4.42M - $5.02M
|
322K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.74K- 12.89% |
$159K - $180K
|
18.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-16.5K- 20.93% |
$957K - $1.09M
|
62.3K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74M+ 92737.61% |
$101M - $115M
|
1.75M
$123M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
759+ 1331.58% |
$44.1K - $50K
|
816
$57.7K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-266- 2.15% |
$15.4K - $17.5K
|
12.1K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$29K - $32.9K
|
500
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
27New |
$1.57K - $1.78K
|
27
$1.91K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.71K+ 69.93% |
$215K - $244K
|
9.01K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 30.53% |
$92.5K - $105K
|
3.63K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
691New |
$40.1K - $45.5K
|
691
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 80.61% |
$6.43M - $7.3M
|
248K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$238K - $270K
|
4.11K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-139- 1.21% |
$8.07K - $9.15K
|
11.4K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
300+ 8.08% |
$17.4K - $19.8K
|
4.02K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
531+ 3.36% |
$30.8K - $35K
|
16.4K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
36.7K+ 9.17% |
$2.13M - $2.42M
|
437K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12K+ 6.08% |
$698K - $792K
|
210K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.74K- 25.2% |
$217K - $246K
|
11.1K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
45+ 0.16% |
$2.61K - $2.96K
|
29K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.7K+ 23.22% |
$2.88M - $3.27M
|
264K
$18.6M
|
|