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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 183.88% |
$76M - $94.5M
|
2.06M
$147M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.22M+ 887.63% |
$69.5M - $86.4M
|
1.36M
$96.9M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
280KNew |
$15.9M - $19.8M
|
280K
$19.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
264KNew |
$15M - $18.7M
|
264K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
249KNew |
$14.2M - $17.7M
|
249K
$17.8M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119KNew |
$6.77M - $8.42M
|
119K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
116K+ 24.19% |
$6.6M - $8.21M
|
596K
$42.5M
|
|
|
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
$25.1M
|
|
|
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
$83.2M
|
|
|
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
$34.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.7K+ 10.1% |
$3.68M - $4.58M
|
705K
$50.3M
|
|
|
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
$54.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
53K+ 308.91% |
$3.01M - $3.75M
|
70.1K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.5KNew |
$2.82M - $3.51M
|
49.5K
$3.53M
|
|
|
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
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.1K+ 206.53% |
$2.68M - $3.33M
|
69.8K
$4.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
43.1KNew |
$2.45M - $3.05M
|
43.1K
$3.08M
|
|
|
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
$7.29M
|
|
|
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
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.9K+ 716.61% |
$1.7M - $2.12M
|
34.1K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
27.5KNew |
$1.56M - $1.94M
|
27.5K
$1.96M
|
|
|
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
|