Purchases and Sales Made in Q2 2025 in J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd Tr (JIRE) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
264KNew |
$15M - $18.7M
|
264K
$18.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
135K+ 12.09% |
$7.68M - $9.55M
|
1.25M
$88.5M
|
|
|
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 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
67.6K+ 37.99% |
$3.84M - $4.78M
|
245K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
65.4K+ 54.56% |
$3.72M - $4.63M
|
185K
$13.1M
|
|
|
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 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.65K+ 58.62% |
$549K - $683K
|
26.1K
$1.85M
|
|
|
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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.57K+ 16.21% |
$260K - $323K
|
32.7K
$2.31M
|
|
|
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 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.36KNew |
$191K - $238K
|
3.36K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3K+ 2.99% |
$171K - $213K
|
103K
$7.31M
|
|
|
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 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
523+ 4.72% |
$29.7K - $37K
|
11.6K
$819K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 5.57% |
$22.8K - $28.3K
|
7.59K
$536K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
304+ 3.55% |
$17.3K - $21.5K
|
8.86K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$10.5K - $13.1K
|
185
$13.1K
|
|
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 50.0% |
$739 - $920
|
39
$2.76K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$114 - $142
|
2
$141
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.47% |
$1.02K - $1.27K
|
3.82K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-75- 1.06% |
$4.27K - $5.31K
|
6.98K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-244- 0.18% |
$13.9K - $17.3K
|
134K
$9.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-374- 1.46% |
$21.3K - $26.5K
|
25.2K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-816Closed |
$46.4K - $57.7K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.49K- 10.98% |
$141K - $176K
|
20.2K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.57K- 3.52% |
$317K - $394K
|
153K
$10.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-7.95K- 2.57% |
$452K - $563K
|
301K
$21.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.51K- 1.39% |
$541K - $673K
|
676K
$47.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-13.6K- 4.19% |
$772K - $960K
|
311K
$21.9M
|