Latest Institutional Transactions on J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd Tr (JIRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
47K+ 12.47% |
$3.42M - $3.58M
|
424K
$31.8M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.82K+ 0.9% |
$496K - $520K
|
766K
$57.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 10.0% |
$72.8 - $76.2
|
9
$675
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
31.3K+ 3.07% |
$2.28M - $2.38M
|
1.05M
$78.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
498+ 9.02% |
$36.2K - $37.9K
|
6.02K
$452K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
285KNew |
$20.7M - $21.7M
|
285K
$21.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
15.8K+ 16.83% |
$1.15M - $1.2M
|
109K
$8.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.74K- 5.64% |
$127K - $133K
|
29.1K
$2.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
36.4KNew |
$2.65M - $2.78M
|
36.4K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
1.66K+ 15.79% |
$121K - $126K
|
12.2K
$912K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
438K+ 2563.25% |
$31.8M - $33.3M
|
455K
$34.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.36K- 6.23% |
$99.2K - $104K
|
20.5K
$1.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
137+ 3.16% |
$9.97K - $10.4K
|
4.47K
$335K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.44KNew |
$323K - $338K
|
4.44K
$333K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
38.7K+ 5.41% |
$2.82M - $2.95M
|
754K
$56.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.2K+ 12.1% |
$2.56M - $2.68M
|
326K
$24.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$327K - $343K
|
4.5K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
143+ 0.05% |
$10.4K - $10.9K
|
301K
$22.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
76+ 2.11% |
$5.53K - $5.79K
|
3.67K
$276K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.91K- 4.57% |
$284K - $298K
|
81.6K
$6.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.5K+ 272.86% |
$907K - $950K
|
17K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.51K+ 98.82% |
$255K - $267K
|
7.05K
$529K
|
|
|
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
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.44K- 13.43% |
$178K - $186K
|
15.7K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
255+ 2.15% |
$18.6K - $19.4K
|
12.1K
$907K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 3.33% |
$655 - $686
|
279
$20.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
151K+ 10.22% |
$11M - $11.5M
|
1.63M
$122M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
359+ 12.67% |
$26.1K - $27.3K
|
3.19K
$240K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.27K- 3.45% |
$92.4K - $96.7K
|
35.5K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.61K+ 12.79% |
$190K - $199K
|
23K
$1.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.45K+ 13.28% |
$178K - $186K
|
20.9K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
18.4K+ 107.12% |
$1.34M - $1.4M
|
35.5K
$2.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.5K+ 11.0% |
$691K - $723K
|
95.8K
$7.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.62K+ 4.61% |
$554K - $580K
|
173K
$13M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-97- 15.52% |
$7.06K - $7.39K
|
528
$39.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
555New |
$40.4K - $42.3K
|
555
$41.6K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.8K+ 3.04% |
$1M - $1.05M
|
466K
$35M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15K+ 141.4% |
$1.04M - $1.11M
|
25.7K
$1.93M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.09K+ 69.41% |
$421K - $448K
|
14.9K
$1.12M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-4.63K- 8.4% |
$319K - $340K
|
50.4K
$3.78M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26New |
$1.79K - $1.91K
|
26
$1.95K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26New |
$1.79K - $1.91K
|
26
$1.95K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-39- 14.18% |
$2.69K - $2.87K
|
236
$17.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
803+ 6.43% |
$55.4K - $59.1K
|
13.3K
$997K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15KNew |
$218K - $232K
|
3.15K
$237K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.65K+ 1.0% |
$597K - $637K
|
877K
$65.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
127+ 99.22% |
$8.77K - $9.34K
|
255
$19.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3- 0.07% |
$207 - $221
|
4.41K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.45K- 66.41% |
$376K - $401K
|
2.76K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22.9K+ 2.93% |
$1.58M - $1.68M
|
804K
$60.3M
|
|