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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
9.15K+ 12.22% |
$631K - $673K
|
84K
$6.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
576+ 7.43% |
$39.8K - $42.4K
|
8.33K
$625K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.55K+ 36.52% |
$314K - $335K
|
17K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.68KNew |
$254K - $270K
|
3.68K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
67+ 1.57% |
$4.62K - $4.93K
|
4.33K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
11.6K+ 45.9% |
$797K - $850K
|
36.7K
$2.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.83KNew |
$196K - $208K
|
2.83K
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.55KNew |
$245K - $261K
|
3.55K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-21.1K- 3.12% |
$1.45M - $1.55M
|
655K
$49.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
490New |
$33.8K - $36K
|
490
$36.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12K+ 103.4% |
$828K - $882K
|
23.6K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
17.2K+ 20.82% |
$1.19M - $1.26M
|
99.8K
$7.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 89.89% |
$200K - $213K
|
6.13K
$460K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-11.4K- 28.4% |
$789K - $841K
|
28.8K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.82K+ 66.0% |
$264K - $281K
|
9.61K
$721K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
49.6K+ 114.99% |
$3.42M - $3.65M
|
92.7K
$6.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
103K+ 7.33% |
$7.14M - $7.61M
|
1.51M
$114M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-9.91K- 1.29% |
$684K - $729K
|
759K
$56.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.45KNew |
$376K - $401K
|
5.45K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
66K+ 13.58% |
$4.56M - $4.86M
|
552K
$41.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 20.97% |
$110K - $117K
|
6K
$450K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.25K- 46.54% |
$224K - $239K
|
3.73K
$280K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.06K+ 26.19% |
$349K - $372K
|
24.4K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.61K+ 9.59% |
$111K - $119K
|
18.4K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
113+ 2.09% |
$7.8K - $8.31K
|
5.52K
$414K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.54KNew |
$244K - $260K
|
3.54K
$265K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.4K+ 58.39% |
$786K - $837K
|
30.9K
$2.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.21K- 1.5% |
$83.2K - $88.7K
|
78.9K
$5.92M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
10.5KNew |
$725K - $773K
|
10.5K
$788K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-11.2K- 1.54% |
$771K - $822K
|
716K
$53.7M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.4K- 28.43% |
$1.2M - $1.28M
|
43.8K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.97K+ 88.59% |
$343K - $366K
|
10.6K
$793K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
236+ 7.02% |
$16.3K - $17.4K
|
3.6K
$270K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.97K- 9.77% |
$136K - $145K
|
18.2K
$1.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.16K+ 77.32% |
$356K - $380K
|
11.8K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-115- 0.52% |
$7.94K - $8.46K
|
21.9K
$1.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
415+ 1.51% |
$28.6K - $30.5K
|
27.9K
$2.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
8.3K+ 93.59% |
$573K - $610K
|
17.2K
$1.29M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.54K- 1.02% |
$144K - $180K
|
246K
$18.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
336New |
$19.1K - $23.8K
|
336
$25.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
249KNew |
$14.2M - $17.7M
|
249K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17+ 34.0% |
$967 - $1.2K
|
67
$5.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
659New |
$37.5K - $46.6K
|
659
$49.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$574K - $715K
|
10.1K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
83New |
$4.72K - $5.87K
|
83
$6.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$4.72K - $5.87K
|
83
$6.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
41+ 13.02% |
$2.33K - $2.9K
|
356
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 27.0% |
$3.07K - $3.82K
|
254
$19.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.66KNew |
$265K - $330K
|
4.66K
$349K
|
|