Latest Institutional Purchases of J P Morgan Exchg Traded Fd Tr (JIRE)
This list provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd Tr (JIRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98.6KNew |
$5.76M - $6.47M
|
98.6K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78.7K+ 10.64% |
$4.6M - $5.16M
|
818K
$50.2M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.3KNew |
$3M - $3.36M
|
51.3K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
49.6K+ 18.82% |
$2.9M - $3.26M
|
313K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
43.9KNew |
$2.57M - $2.88M
|
43.9K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
43.6K+ 985.05% |
$2.55M - $2.86M
|
48K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
34.3K+ 12.28% |
$2.01M - $2.25M
|
314K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29K+ 956.49% |
$1.7M - $1.9M
|
32.1K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
29KNew |
$1.69M - $1.9M
|
29K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.7K+ 53.83% |
$1.15M - $1.29M
|
56.3K
$3.46M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.1K+ 3.21% |
$704K - $790K
|
387K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3KNew |
$659K - $740K
|
11.3K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2K+ 74.68% |
$657K - $737K
|
26.3K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
10.9K+ 3.61% |
$638K - $716K
|
313K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 17.85% |
$636K - $714K
|
71.8K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.17K+ 46.96% |
$536K - $601K
|
28.7K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.29K+ 108.99% |
$485K - $544K
|
15.9K
$976K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
8.03K+ 18.05% |
$469K - $526K
|
52.5K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.73% |
$444K - $499K
|
94.7K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.6K+ 10.18% |
$444K - $498K
|
82.2K
$5.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.04K+ 6.92% |
$411K - $462K
|
109K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1KNew |
$298K - $334K
|
5.1K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.35KNew |
$254K - $285K
|
4.35K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.3KNew |
$252K - $282K
|
4.3K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.2K+ 1.56% |
$245K - $275K
|
274K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.11K+ 79.32% |
$240K - $269K
|
9.28K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.08K+ 1.5% |
$238K - $267K
|
275K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.03KNew |
$236K - $264K
|
4.03K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.85K+ 11.6% |
$167K - $187K
|
27.5K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 14.92% |
$120K - $135K
|
15.8K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.99K+ 25.19% |
$116K - $131K
|
9.89K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.12K+ 4.49% |
$65.3K - $73.3K
|
26K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
939+ 30.57% |
$54.9K - $61.6K
|
4.01K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
664+ 3.78% |
$38.8K - $43.6K
|
18.2K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
522+ 9.54% |
$30.5K - $34.2K
|
5.99K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
376+ 1.59% |
$22K - $24.7K
|
24.1K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
275New |
$16.1K - $18K
|
275
$16.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
178+ 4.87% |
$10.4K - $11.7K
|
3.83K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 4.09% |
$10.1K - $11.3K
|
4.4K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
166+ 4.4% |
$9.7K - $10.9K
|
3.94K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
160+ 0.3% |
$9.35K - $10.5K
|
52.9K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 0.4% |
$8.77K - $9.84K
|
37.4K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 29.69% |
$5.55K - $6.23K
|
415
$25.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 0.28% |
$2.46K - $2.76K
|
15K
$919K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 0.15% |
$994 - $1.12K
|
11.7K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 2.63% |
$117 - $131
|
78
$4.79K
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
724KNew |
$43.6M - $48.4M
|
724K
$44.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
492K+ 21.54% |
$29.6M - $32.9M
|
2.78M
$170M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
204K+ 264.67% |
$12.3M - $13.6M
|
281K
$17.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
160KNew |
$9.65M - $10.7M
|
160K
$9.83M
|
|