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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
886+ 24.54% |
$53K - $57.2K
|
4.5K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
422New |
$25.3K - $27.2K
|
422
$25.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.38K+ 15.2% |
$143K - $154K
|
18.1K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
246KNew |
$14.7M - $15.9M
|
246K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.12KNew |
$486K - $524K
|
8.12K
$494K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$120 - $129
|
2
$122
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45New |
$2.69K - $2.9K
|
45
$2.74K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$858K - $950K
|
15.1K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.7K+ 337.82% |
$3.45M - $3.82M
|
78.6K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.1K+ 25.23% |
$2.34M - $2.59M
|
204K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-754- 98.31% |
$42.8K - $47.4K
|
13
$791
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.72KNew |
$212K - $234K
|
3.72K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-91- 31.27% |
$5.17K - $5.72K
|
200
$12.2K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.8K- 80.12% |
$783K - $867K
|
3.42K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.65KNew |
$434K - $481K
|
7.65K
$465K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
62New |
$3.52K - $3.9K
|
62
$3.77K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28New |
$1.59K - $1.76K
|
28
$1.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.49KNew |
$198K - $219K
|
3.49K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.88KNew |
$164K - $181K
|
2.88K
$175K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$259K - $287K
|
4.57K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69New |
$3.92K - $4.34K
|
69
$4.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
93.5K+ 172.09% |
$4.88M - $5.54M
|
148K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-220K- 94.94% |
$11.5M - $13.1M
|
11.8K
$715K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
473New |
$24.7K - $28K
|
473
$28.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
795New |
$41.5K - $47.1K
|
795
$48.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
423New |
$22.1K - $25.1K
|
423
$25.7K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
668New |
$36.2K - $39.2K
|
668
$40.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
275KNew |
$14.9M - $16.2M
|
275K
$16.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
741New |
$40.1K - $43.5K
|
741
$45.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
29.5KNew |
$1.6M - $1.73M
|
29.5K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 25.0% |
$596 - $645
|
55
$3.34K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
533New |
$28.9K - $31.3K
|
533
$32.4K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 8.51% |
$3.12K - $3.3K
|
613
$37.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-654- 14.31% |
$35.8K - $37.8K
|
3.92K
$238K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
241New |
$13.2K - $13.9K
|
241
$14.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.8KNew |
$589K - $623K
|
10.8K
$655K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-68Closed |
$3.43K - $3.77K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.81KNew |
$293K - $322K
|
5.81K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.1KNew |
$912K - $1M
|
18.1K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-835- 5.96% |
$42.1K - $46.3K
|
13.2K
$801K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499New |
$25.2K - $27.6K
|
499
$30.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
136New |
$6.86K - $7.54K
|
136
$8.27K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215New |
$10.8K - $11.9K
|
215
$13.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
139New |
$6.05K - $7.37K
|
139
$8.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.22KNew |
$184K - $224K
|
4.22K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
918New |
$40K - $48.7K
|
918
$55.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.34KNew |
$189K - $230K
|
4.34K
$264K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
121New |
$5.27K - $6.42K
|
121
$7.36K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
85New |
$3.7K - $4.41K
|
85
$5.17K
|
|