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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.7K+ 71.25% |
$3.43M - $3.85M
|
141K
$8.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
816New |
$47.7K - $53.5K
|
816
$50.8K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-910- 1.48% |
$53.2K - $59.7K
|
60.7K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
9.91KNew |
$579K - $650K
|
9.91K
$617K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
57+ 1.08% |
$3.33K - $3.74K
|
5.33K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 0.45% |
$1.11K - $1.25K
|
4.27K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
371+ 7.63% |
$21.7K - $24.3K
|
5.24K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 2.36% |
$825K - $925K
|
612K
$38M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
43+ 1.28% |
$2.51K - $2.82K
|
3.41K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.48KNew |
$321K - $360K
|
5.48K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.24KNew |
$189K - $212K
|
3.24K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.06K- 3.48% |
$296K - $332K
|
141K
$8.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-373K- 37.0% |
$21.8M - $24.5M
|
636K
$39.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 3.16% |
$175 - $197
|
98
$6.1K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14.3K+ 1.97% |
$833K - $935K
|
738K
$45.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
19.3K+ 5.95% |
$1.13M - $1.26M
|
343K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.97K+ 23.47% |
$115K - $129K
|
10.4K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
94.7K+ 59.11% |
$5.53M - $6.21M
|
255K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22K+ 131.51% |
$364K - $408K
|
10.9K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-210- 4.79% |
$12.3K - $13.8K
|
4.17K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.27% |
$585 - $656
|
3.71K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.6K- 87.49% |
$1.55M - $1.74M
|
3.8K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.9K+ 9.56% |
$1.57M - $1.76M
|
308K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
204+ 0.86% |
$11.9K - $13.4K
|
23.8K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
163+ 71.18% |
$9.53K - $10.7K
|
392
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 10.15% |
$404K - $453K
|
75K
$4.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.35KNew |
$254K - $285K
|
4.35K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1KNew |
$298K - $334K
|
5.1K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.29K+ 108.99% |
$485K - $544K
|
15.9K
$989K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.3KNew |
$3M - $3.36M
|
51.3K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78.7K+ 10.64% |
$4.6M - $5.16M
|
818K
$50.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.11K+ 79.32% |
$240K - $269K
|
9.28K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 14.92% |
$120K - $135K
|
15.8K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.3KNew |
$252K - $282K
|
4.3K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2K+ 74.68% |
$657K - $737K
|
26.3K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29K+ 956.49% |
$1.7M - $1.9M
|
32.1K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.73% |
$444K - $499K
|
94.7K
$5.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63.5K- 18.69% |
$3.71M - $4.17M
|
277K
$17.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.7K+ 53.83% |
$1.15M - $1.29M
|
56.3K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 0.4% |
$8.77K - $9.84K
|
37.4K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
43.9KNew |
$2.57M - $2.88M
|
43.9K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.74K- 1.09% |
$277K - $311K
|
431K
$26.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 29.69% |
$5.55K - $6.23K
|
415
$25.8K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 17.85% |
$636K - $714K
|
71.8K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.09K- 7.15% |
$180K - $203K
|
40.1K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.85K+ 11.6% |
$167K - $187K
|
27.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.08K+ 1.5% |
$238K - $267K
|
275K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-89- 2.46% |
$5.2K - $5.84K
|
3.53K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.04K+ 6.92% |
$411K - $462K
|
109K
$6.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
939+ 30.57% |
$54.9K - $61.6K
|
4.01K
$250K
|