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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.09K+ 21.87% |
$237K - $269K
|
22.8K
$1.65M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 512.24% |
$87.4K - $99.2K
|
1.8K
$130K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-444- 2.19% |
$25.8K - $29.2K
|
19.8K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 49.96% |
$9.27M - $10.5M
|
480K
$34.7M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 46.58% |
$4.35K - $4.94K
|
86
$6.22K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$1.97K - $2.24K
|
34
$2.46K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.11M- 4.76% |
$181M - $205M
|
62.2M
$4.5B
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
33+ 253.85% |
$1.92K - $2.17K
|
46
$3.33K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.58K- 18.84% |
$91.6K - $104K
|
6.8K
$492K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 7.65% |
$16.7K - $18.9K
|
4.04K
$292K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
739KNew |
$42.9M - $48.7M
|
739K
$53.4M
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
259K+ 588.27% |
$15M - $17M
|
303K
$21.9M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.53KNew |
$88.7K - $101K
|
1.53K
$111K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 9.94% |
$7.16M - $8.12M
|
1.36M
$98.7M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-606- 12.96% |
$35.2K - $39.9K
|
4.07K
$294K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 24.24% |
$154K - $175K
|
8.29K
$600K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
33.7K+ 212.25% |
$1.96M - $2.22M
|
49.6K
$3.59M
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.61K+ 5.95% |
$210K - $238K
|
64.3K
$4.65M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9KNew |
$1.15M - $1.31M
|
19.9K
$1.44M
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
132K+ 51.97% |
$7.69M - $8.72M
|
387K
$28M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-94.3K- 12.83% |
$5.47M - $6.21M
|
641K
$46.3M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
379New |
$22K - $25K
|
379
$27.4K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 9.47% |
$522 - $593
|
104
$7.52K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-163- 16.48% |
$9.46K - $10.7K
|
826
$59.7K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
732+ 19.51% |
$42.5K - $48.2K
|
4.48K
$324K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.12KNew |
$123K - $139K
|
2.12K
$153K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.7K- 1.59% |
$2.83M - $3.21M
|
3.01M
$218M
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.2KNew |
$186K - $211K
|
3.2K
$231K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.77K+ 9.67% |
$161K - $183K
|
31.5K
$2.28M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42.5K+ 105.86% |
$2.46M - $2.79M
|
82.6K
$5.97M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21- 5.06% |
$1.22K - $1.38K
|
394
$28.5K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 0.6% |
$98.3K - $112K
|
284K
$20.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-101- 20.12% |
$5.86K - $6.65K
|
401
$29K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.74KNew |
$507K - $575K
|
8.74K
$632K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
246K+ 45.27% |
$14.3M - $16.2M
|
790K
$57.1M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-74.1K- 4.67% |
$4.3M - $4.88M
|
1.51M
$109M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.25K- 9.43% |
$131K - $148K
|
21.6K
$1.56M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 10.08% |
$293K - $332K
|
55K
$3.98M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76New |
$4.41K - $5K
|
76
$5.5K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
865K+ 8731.23% |
$50.2M - $57M
|
875K
$63.3M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.18K- 6.81% |
$127K - $144K
|
29.9K
$2.16M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.37KNew |
$369K - $419K
|
6.37K
$460K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
517+ 9.88% |
$30K - $34K
|
5.75K
$416K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
396K+ 128.54% |
$23M - $26.1M
|
704K
$50.9M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.2K- 80.75% |
$1.23M - $1.4M
|
5.06K
$366K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$68.5M - $77.7M
|
1.18M
$85.3M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-609K- 95.79% |
$35.3M - $40.1M
|
26.8K
$1.94M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-78.3K- 28.32% |
$4.54M - $5.16M
|
198K
$14.3M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.68K+ 137.02% |
$272K - $308K
|
8.09K
$585K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.6KNew |
$675K - $766K
|
11.6K
$841K
|