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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
22.7K+ 6.97% |
$1.57M - $1.67M
|
349K
$26.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.28K+ 48.07% |
$157K - $167K
|
7.01K
$526K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.96K- 38.66% |
$549K - $585K
|
12.6K
$947K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
47New |
$3.24K - $3.46K
|
47
$3.53K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
97+ 1.38% |
$6.69K - $7.14K
|
7.11K
$534K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 6.77% |
$132K - $141K
|
30.3K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
200KNew |
$13.8M - $14.7M
|
200K
$15M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.1K+ 5.97% |
$1.73M - $1.84M
|
445K
$33.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
77.8K+ 27.9% |
$5.37M - $5.72M
|
357K
$26.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.53K+ 3.61% |
$658K - $701K
|
274K
$20.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.27K+ 19.26% |
$87.5K - $93.3K
|
7.85K
$589K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
900+ 2.59% |
$62.1K - $66.2K
|
35.7K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
672K+ 32.61% |
$46.4M - $49.5M
|
2.73M
$205M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.02K+ 51.33% |
$208K - $222K
|
8.89K
$667K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.1K+ 18.24% |
$766K - $817K
|
72K
$5.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$690 - $736
|
10
$750
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.16KNew |
$632K - $674K
|
9.16K
$687K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.23K+ 43.43% |
$223K - $238K
|
10.7K
$800K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 30.82% |
$5.94K - $6.33K
|
365
$27.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
184+ 4.81% |
$12.7K - $13.5K
|
4.01K
$301K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.78KNew |
$261K - $278K
|
3.78K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
328+ 6.09% |
$22.6K - $24.1K
|
5.72K
$429K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
30New |
$2.07K - $2.21K
|
30
$2.25K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 4.73% |
$82.5K - $88K
|
26.5K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
756+ 12.62% |
$52.2K - $55.6K
|
6.75K
$506K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.92K+ 15.94% |
$270K - $288K
|
28.5K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.98KNew |
$206K - $219K
|
2.98K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$1.45K - $1.54K
|
21
$1.58K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.47K+ 6.28% |
$515K - $549K
|
126K
$9.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
153+ 3.07% |
$10.6K - $11.3K
|
5.14K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$6.9K - $7.36K
|
100
$7.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
418K+ 39.52% |
$28.8M - $30.7M
|
1.48M
$111M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-725- 11.01% |
$50K - $53.3K
|
5.86K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 16.47% |
$5.73K - $6.11K
|
421
$31.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.69K+ 4.68% |
$531K - $566K
|
172K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
673New |
$46.5K - $49.5K
|
673
$50.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
121K+ 359.87% |
$8.36M - $8.91M
|
155K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
869+ 21.06% |
$60K - $63.9K
|
5K
$375K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
54.4K+ 40.3% |
$3.76M - $4M
|
189K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10.3K+ 0.64% |
$713K - $760K
|
1.63M
$122M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.15KNew |
$218K - $232K
|
3.15K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
479K+ 38.26% |
$33.1M - $35.2M
|
1.73M
$130M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.77K- 96.98% |
$536K - $572K
|
242
$18.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
424+ 1.43% |
$29.3K - $31.2K
|
30.1K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.39K+ 538.25% |
$234K - $249K
|
4.02K
$302K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.71KNew |
$532K - $567K
|
7.71K
$578K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6K+ 14.78% |
$800K - $853K
|
90K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
299+ 2.56% |
$20.6K - $22K
|
12K
$897K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-43- 0.13% |
$2.97K - $3.16K
|
32.7K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
26New |
$1.79K - $1.91K
|
26
$1.95K
|
|