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 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.13KNew |
$235K - $292K
|
4.13K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.4K+ 55.31% |
$990K - $1.23M
|
48.9K
$3.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.1K+ 25.74% |
$913K - $1.14M
|
78.4K
$5.67M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.98K+ 47.0% |
$227K - $282K
|
12.5K
$901K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.32K+ 8.53% |
$75.2K - $93.6K
|
16.8K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
421New |
$23.9K - $29.8K
|
421
$30.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 52.64% |
$172K - $214K
|
8.78K
$635K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
572KNew |
$32.5M - $40.5M
|
572K
$41.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
32.9K+ 47.46% |
$1.87M - $2.33M
|
102K
$7.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
30.5K+ 61.43% |
$1.73M - $2.16M
|
80.1K
$5.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
110+ 27.92% |
$6.26K - $7.78K
|
504
$36.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2+ 0.02% |
$114 - $142
|
12K
$866K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59.2K+ 38.19% |
$3.36M - $4.19M
|
214K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-718- 1.17% |
$40.8K - $50.8K
|
60.9K
$4.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
27.5KNew |
$1.56M - $1.94M
|
27.5K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
209+ 9.87% |
$11.9K - $14.8K
|
2.33K
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
672+ 1.97% |
$38.2K - $47.6K
|
34.8K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
92.5K+ 46.66% |
$5.26M - $6.55M
|
291K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-397- 0.55% |
$22.6K - $28.1K
|
71.6K
$5.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
19.3KNew |
$1.1M - $1.37M
|
19.3K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.93K+ 40.61% |
$110K - $136K
|
6.68K
$483K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.55K+ 146.67% |
$316K - $393K
|
9.33K
$675K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
53K+ 308.91% |
$3.01M - $3.75M
|
70.1K
$5.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18- 0.07% |
$1.02K - $1.27K
|
25.3K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-392- 0.05% |
$22.3K - $27.7K
|
769K
$55.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
37.1K+ 37.94% |
$2.11M - $2.63M
|
135K
$9.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
630New |
$35.8K - $44.6K
|
630
$45.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11.2K+ 7.3% |
$636K - $791K
|
164K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
614+ 18.7% |
$34.9K - $43.5K
|
3.9K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
196+ 3.76% |
$11.1K - $13.9K
|
5.41K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.37K+ 11.27% |
$77.8K - $96.7K
|
13.5K
$976K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22.4K+ 37.31% |
$1.28M - $1.59M
|
82.6K
$5.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-420- 84.0% |
$23.9K - $29.7K
|
80
$5.78K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.47% |
$1.02K - $1.27K
|
3.82K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$114 - $142
|
2
$145
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.51K- 1.39% |
$541K - $673K
|
676K
$48.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
64.7K+ 15.36% |
$3.68M - $4.58M
|
486K
$35.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3K+ 2.99% |
$171K - $213K
|
103K
$7.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.36KNew |
$191K - $238K
|
3.36K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 50.0% |
$739 - $920
|
39
$2.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.57K+ 16.21% |
$260K - $323K
|
32.7K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
135K+ 12.09% |
$7.68M - $9.55M
|
1.25M
$90.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$10.5K - $13.1K
|
185
$13.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-816Closed |
$46.4K - $57.7K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
304+ 3.55% |
$17.3K - $21.5K
|
8.86K
$641K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
523+ 4.72% |
$29.7K - $37K
|
11.6K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
65.4K+ 54.56% |
$3.72M - $4.63M
|
185K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.65K+ 58.62% |
$549K - $683K
|
26.1K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
67.6K+ 37.99% |
$3.84M - $4.78M
|
245K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-374- 1.46% |
$21.3K - $26.5K
|
25.2K
$1.82M
|