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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
99.7K+ 15.9% |
$5.67M - $7.06M
|
727K
$51.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
99.7K+ 39.64% |
$5.67M - $7.06M
|
351K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
43.1KNew |
$2.45M - $3.05M
|
43.1K
$3.05M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
23.3K+ 5.0% |
$1.32M - $1.65M
|
489K
$34.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22KNew |
$1.25M - $1.56M
|
22K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.5KNew |
$1.11M - $1.38M
|
19.5K
$1.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 43.7% |
$696K - $867K
|
40.3K
$2.84M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.65K+ 12.2% |
$378K - $471K
|
61.1K
$4.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 4.89% |
$236K - $294K
|
89K
$6.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.86K+ 22.73% |
$219K - $273K
|
20.8K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.95K+ 0.81% |
$168K - $208K
|
368K
$26M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 197.05% |
$122K - $151K
|
3.23K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.43K+ 34.32% |
$81.5K - $101K
|
5.61K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.38K+ 3.33% |
$78.3K - $97.5K
|
42.7K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
720New |
$41K - $51K
|
720
$50.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
575+ 15.6% |
$32.7K - $40.7K
|
4.26K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 5.57% |
$22.8K - $28.3K
|
7.59K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
152+ 2.9% |
$8.65K - $10.8K
|
5.39K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
119New |
$6.77K - $8.42K
|
119
$8.41K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
47New |
$2.67K - $3.33K
|
47
$3.32K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74M+ 92737.61% |
$101M - $115M
|
1.75M
$123M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.18MNew |
$68.5M - $77.7M
|
1.18M
$83.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.09MNew |
$63M - $71.5M
|
1.09M
$76.7M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
865K+ 8731.23% |
$50.2M - $57M
|
875K
$61.8M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
739KNew |
$42.9M - $48.7M
|
739K
$52.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
686KNew |
$39.8M - $45.1M
|
686K
$48.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
474K+ 77.45% |
$27.5M - $31.2M
|
1.09M
$76.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
396K+ 128.54% |
$23M - $26.1M
|
704K
$49.7M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
259K+ 588.27% |
$15M - $17M
|
303K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
246K+ 45.27% |
$14.3M - $16.2M
|
790K
$55.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
188K+ 390810.41% |
$10.9M - $12.4M
|
188K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 49.96% |
$9.27M - $10.5M
|
480K
$33.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
153KNew |
$8.88M - $10.1M
|
153K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
132K+ 51.97% |
$7.69M - $8.72M
|
387K
$27.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 9.94% |
$7.16M - $8.12M
|
1.36M
$96.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
120KNew |
$6.96M - $7.9M
|
120K
$8.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
115KNew |
$6.67M - $7.57M
|
115K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 80.61% |
$6.43M - $7.3M
|
248K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
108K+ 34.35% |
$6.25M - $7.09M
|
421K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 17.25% |
$6.2M - $7.04M
|
726K
$51.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
98.7K+ 124.73% |
$5.73M - $6.5M
|
178K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
76.2K+ 30.98% |
$4.42M - $5.02M
|
322K
$22.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
72KNew |
$4.18M - $4.74M
|
72K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56.3K+ 57.11% |
$3.27M - $3.71M
|
155K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
52.8KNew |
$3.07M - $3.48M
|
52.8K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
49.8K+ 103.74% |
$2.89M - $3.28M
|
97.9K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.7K+ 23.22% |
$2.88M - $3.27M
|
264K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45.2K+ 15.36% |
$2.62M - $2.98M
|
340K
$24M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42.5K+ 105.86% |
$2.46M - $2.79M
|
82.6K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
36.7K+ 9.17% |
$2.13M - $2.42M
|
437K
$30.9M
|
|