Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.67MNew |
$122M - $127M
|
1.67M
$125M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
438K+ 2563.25% |
$31.8M - $33.3M
|
455K
$34.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
285KNew |
$20.7M - $21.7M
|
285K
$21.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
151K+ 10.22% |
$11M - $11.5M
|
1.63M
$122M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
120K+ 61.75% |
$8.71M - $9.12M
|
314K
$23.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
47K+ 12.47% |
$3.42M - $3.58M
|
424K
$31.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
38.7K+ 5.41% |
$2.82M - $2.95M
|
754K
$56.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
36.4KNew |
$2.65M - $2.78M
|
36.4K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.2K+ 12.1% |
$2.56M - $2.68M
|
326K
$24.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
31.3K+ 3.07% |
$2.28M - $2.38M
|
1.05M
$78.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
22K+ 7.26% |
$1.6M - $1.68M
|
325K
$24.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
18.4K+ 107.12% |
$1.34M - $1.4M
|
35.5K
$2.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.7K+ 58.03% |
$1.22M - $1.27M
|
45.6K
$3.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
15.8K+ 16.83% |
$1.15M - $1.2M
|
109K
$8.2M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.8K+ 3.04% |
$1M - $1.05M
|
466K
$35M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.5K+ 30.94% |
$985K - $1.03M
|
57.3K
$4.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 11.75% |
$982K - $1.03M
|
128K
$9.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
12.8KNew |
$929K - $973K
|
12.8K
$958K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.5K+ 272.86% |
$907K - $950K
|
17K
$1.28M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.5K+ 11.0% |
$691K - $723K
|
95.8K
$7.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
9.1K+ 10.82% |
$662K - $693K
|
93.1K
$6.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.62K+ 4.61% |
$554K - $580K
|
173K
$13M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.82K+ 0.9% |
$496K - $520K
|
766K
$57.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.48K+ 3.95% |
$399K - $417K
|
144K
$10.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$327K - $343K
|
4.5K
$337K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.46K+ 5.63% |
$324K - $339K
|
83.7K
$6.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.44KNew |
$323K - $338K
|
4.44K
$333K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.22K+ 77.53% |
$307K - $322K
|
9.67K
$725K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.99K+ 5.3% |
$290K - $304K
|
79.3K
$5.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.51K+ 98.82% |
$255K - $267K
|
7.05K
$529K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.62K+ 3.64% |
$190K - $199K
|
74.6K
$5.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.61K+ 12.79% |
$190K - $199K
|
23K
$1.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 69.89% |
$186K - $194K
|
6.2K
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.45K+ 13.28% |
$178K - $186K
|
20.9K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
1.66K+ 15.79% |
$121K - $126K
|
12.2K
$912K
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.39K+ 3.79% |
$101K - $106K
|
38.1K
$2.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 21.27% |
$92.8K - $97.1K
|
7.27K
$545K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24K+ 2.67% |
$90K - $94.2K
|
47.5K
$3.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
821+ 4.93% |
$59.7K - $62.5K
|
17.5K
$1.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
555New |
$40.4K - $42.3K
|
555
$41.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
546+ 5.16% |
$39.7K - $41.6K
|
11.1K
$834K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
498+ 9.02% |
$36.2K - $37.9K
|
6.02K
$452K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
359+ 12.67% |
$26.1K - $27.3K
|
3.19K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
264+ 0.28% |
$19.2K - $20.1K
|
93K
$6.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
255+ 2.15% |
$18.6K - $19.4K
|
12.1K
$907K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
145+ 2.47% |
$10.5K - $11K
|
6.01K
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
143+ 0.05% |
$10.4K - $10.9K
|
301K
$22.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
137+ 3.16% |
$9.97K - $10.4K
|
4.47K
$335K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
118+ 2.29% |
$8.58K - $8.99K
|
5.26K
$395K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
85+ 1.49% |
$6.18K - $6.47K
|
5.8K
$435K
|
|