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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 17.25% |
$6.2M - $7.04M
|
726K
$51.3M
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
33.7K+ 212.25% |
$1.96M - $2.22M
|
49.6K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
32.5K+ 4.64% |
$1.89M - $2.14M
|
733K
$51.8M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
30.9K+ 4.18% |
$1.79M - $2.03M
|
769K
$54.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.2KNew |
$1.58M - $1.79M
|
27.2K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
25.4K+ 491.5% |
$1.48M - $1.67M
|
30.6K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9KNew |
$1.15M - $1.31M
|
19.9K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 31.93% |
$973K - $1.1M
|
69.3K
$4.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
16.2K+ 36.96% |
$942K - $1.07M
|
60.1K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 5.65% |
$904K - $1.02M
|
291K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$899K - $1.02M
|
15.5K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 18.08% |
$787K - $892K
|
88.5K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12K+ 6.08% |
$698K - $792K
|
210K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.6KNew |
$675K - $766K
|
11.6K
$822K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.74KNew |
$507K - $575K
|
8.74K
$617K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.48KNew |
$492K - $558K
|
8.48K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.03K+ 20.4% |
$408K - $463K
|
41.5K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.02K+ 5.38% |
$407K - $462K
|
138K
$9.72M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.37KNew |
$369K - $419K
|
6.37K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.04K+ 10.72% |
$351K - $398K
|
62.4K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.21KNew |
$303K - $343K
|
5.21K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 10.08% |
$293K - $332K
|
55K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.97KNew |
$288K - $327K
|
4.97K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.68K+ 137.02% |
$272K - $308K
|
8.09K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.31K+ 33.59% |
$250K - $284K
|
17.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$238K - $270K
|
4.11K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$238K - $270K
|
4.11K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.09K+ 21.87% |
$237K - $269K
|
22.8K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.71K+ 69.93% |
$215K - $244K
|
9.01K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.68K+ 2.62% |
$214K - $242K
|
144K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.61K+ 5.95% |
$210K - $238K
|
64.3K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.44KNew |
$200K - $227K
|
3.44K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.2KNew |
$186K - $211K
|
3.2K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.77K+ 9.67% |
$161K - $183K
|
31.5K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.16KNew |
$126K - $142K
|
2.16K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.15K+ 396.31% |
$125K - $141K
|
2.69K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.12KNew |
$123K - $139K
|
2.12K
$150K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.82K+ 45.45% |
$106K - $120K
|
5.83K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 0.6% |
$98.3K - $112K
|
284K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.53KNew |
$88.7K - $101K
|
1.53K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 512.24% |
$87.4K - $99.2K
|
1.8K
$127K
|