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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
474K+ 77.45% |
$27.5M - $31.2M
|
1.09M
$78.5M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
32.5K+ 4.64% |
$1.89M - $2.14M
|
733K
$53M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-37K- 4.52% |
$2.15M - $2.44M
|
781K
$56.5M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-560- 1.62% |
$32.5K - $36.9K
|
34.1K
$2.47M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-136- 34.69% |
$7.89K - $8.95K
|
256
$18.5K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.82K+ 45.45% |
$106K - $120K
|
5.83K
$422K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-21- 6.25% |
$1.22K - $1.38K
|
315
$22.8K
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 31.93% |
$973K - $1.1M
|
69.3K
$5.01M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 17.25% |
$6.2M - $7.04M
|
726K
$52.5M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
469+ 4.73% |
$27.2K - $30.9K
|
10.4K
$751K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.16KNew |
$126K - $142K
|
2.16K
$156K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.15K+ 396.31% |
$125K - $141K
|
2.69K
$195K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
307New |
$17.8K - $20.2K
|
307
$22.2K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-656- 12.3% |
$38.1K - $43.2K
|
4.68K
$338K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.68K+ 2.62% |
$214K - $242K
|
144K
$10.4M
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-22K- 7.98% |
$1.27M - $1.45M
|
253K
$18.3M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.2KNew |
$1.58M - $1.79M
|
27.2K
$1.97M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
345+ 7.93% |
$20K - $22.7K
|
4.7K
$340K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.87K- 50.19% |
$399K - $452K
|
6.82K
$493K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.48KNew |
$492K - $558K
|
8.48K
$613K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.04K+ 10.72% |
$351K - $398K
|
62.4K
$4.51M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
25.4K+ 491.5% |
$1.48M - $1.67M
|
30.6K
$2.21M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.03K+ 20.4% |
$408K - $463K
|
41.5K
$3M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 5.65% |
$904K - $1.02M
|
291K
$21.1M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.78K- 19.18% |
$103K - $117K
|
7.5K
$542K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$7.84K - $8.89K
|
135
$9.76K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$238K - $270K
|
4.11K
$297K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.8K- 65.21% |
$1.61M - $1.83M
|
14.8K
$1.07M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 18.08% |
$787K - $892K
|
88.5K
$6.4M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$899K - $1.02M
|
15.5K
$1.12M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.09MNew |
$63M - $71.5M
|
1.09M
$78.5M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
30New |
$1.74K - $1.98K
|
30
$2.17K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.97KNew |
$288K - $327K
|
4.97K
$359K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
115KNew |
$6.67M - $7.57M
|
115K
$8.31M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$464 - $527
|
8
$578
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
805New |
$46.7K - $53K
|
805
$58.2K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-491- 4.96% |
$28.5K - $32.3K
|
9.4K
$680K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.19K- 98.58% |
$185K - $210K
|
46
$3.33K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
270New |
$15.7K - $17.8K
|
270
$19.5K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
52.8KNew |
$3.07M - $3.48M
|
52.8K
$3.82M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.4K+ 11.46% |
$3.18M - $3.57M
|
529K
$38.3M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
509New |
$29.8K - $33.4K
|
509
$36.8K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.42M - $1.59M
|
24.3K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 80.0% |
$23.4K - $26.2K
|
900
$65.1K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
376KNew |
$22M - $24.6M
|
376K
$27.2M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
144+ 2.25% |
$8.42K - $9.45K
|
6.53K
$472K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86New |
$5.03K - $5.64K
|
86
$6.22K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
804+ 14.51% |
$47K - $52.7K
|
6.34K
$459K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.73% |
$5.32K - $5.97K
|
5.17K
$374K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 0.45% |
$1.11K - $1.25K
|
4.27K
$308K
|