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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 183.88% |
$76M - $94.5M
|
2.06M
$147M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 34.38% |
$58.9M - $73.3M
|
4.05M
$289M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
840K+ 107.54% |
$47.8M - $59.5M
|
1.62M
$116M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
662K+ 194.92% |
$37.6M - $46.8M
|
1M
$71.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
572KNew |
$32.5M - $40.5M
|
572K
$40.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
326K+ 30.04% |
$18.5M - $23.1M
|
1.41M
$101M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
264KNew |
$15M - $18.7M
|
264K
$18.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
193K+ 12.74% |
$11M - $13.6M
|
1.7M
$122M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
182K+ 38.3% |
$10.3M - $12.9M
|
656K
$46.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
135K+ 12.09% |
$7.68M - $9.55M
|
1.25M
$89.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131K+ 1495.87% |
$7.43M - $9.25M
|
139K
$9.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
99.7K+ 15.9% |
$5.67M - $7.06M
|
727K
$51.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
99.7K+ 39.64% |
$5.67M - $7.06M
|
351K
$25M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
92.5K+ 46.66% |
$5.26M - $6.55M
|
291K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.2K+ 48.62% |
$5.19M - $6.46M
|
279K
$19.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
79.7K+ 7.34% |
$4.53M - $5.64M
|
1.17M
$83.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
78.9KNew |
$4.49M - $5.59M
|
78.9K
$5.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
72.1K+ 1425.94% |
$4.1M - $5.1M
|
77.2K
$5.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
67.6K+ 37.99% |
$3.84M - $4.78M
|
245K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.8K+ 8.46% |
$3.8M - $4.73M
|
857K
$61.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
65.4K+ 54.56% |
$3.72M - $4.63M
|
185K
$13.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
64.7K+ 15.36% |
$3.68M - $4.58M
|
486K
$34.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59.2K+ 38.19% |
$3.36M - $4.19M
|
214K
$15.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
56KNew |
$3.19M - $3.96M
|
56K
$3.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
55.7K+ 7.92% |
$3.17M - $3.94M
|
759K
$54.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
53K+ 308.91% |
$3.01M - $3.75M
|
70.1K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.7K+ 22.71% |
$2.77M - $3.45M
|
263K
$18.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.6K+ 3.56% |
$2.76M - $3.44M
|
1.41M
$101M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
47.8K+ 6.51% |
$2.72M - $3.38M
|
781K
$55.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
43.1KNew |
$2.45M - $3.05M
|
43.1K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
37.1K+ 37.94% |
$2.11M - $2.63M
|
135K
$9.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.7KNew |
$1.91M - $2.38M
|
33.7K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
32.9K+ 47.46% |
$1.87M - $2.33M
|
102K
$7.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
32.4K+ 8.37% |
$1.84M - $2.3M
|
420K
$29.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
30.5K+ 61.43% |
$1.73M - $2.16M
|
80.1K
$5.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.9K+ 716.61% |
$1.7M - $2.12M
|
34.1K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
24.6KNew |
$1.4M - $1.74M
|
24.6K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
23.6K+ 7.81% |
$1.34M - $1.67M
|
326K
$23.3M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
23.3K+ 5.0% |
$1.32M - $1.65M
|
489K
$34.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22.4K+ 37.31% |
$1.28M - $1.59M
|
82.6K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22KNew |
$1.25M - $1.56M
|
22K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.5KNew |
$1.11M - $1.38M
|
19.5K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
19.3KNew |
$1.1M - $1.37M
|
19.3K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.4K+ 55.31% |
$990K - $1.23M
|
48.9K
$3.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.3KNew |
$981K - $1.22M
|
17.3K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 19.07% |
$960K - $1.19M
|
105K
$7.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.1K+ 25.74% |
$913K - $1.14M
|
78.4K
$5.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 5.25% |
$871K - $1.08M
|
307K
$21.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.2K+ 5.76% |
$864K - $1.08M
|
279K
$19.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
14.5KNew |
$823K - $1.02M
|
14.5K
$1.03M
|