Latest Institutional Purchases of J P Morgan Exchg Traded Fd Tr (JIRE)
This list provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd Tr (JIRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
192K+ 12.66% |
$13.9M - $14.6M
|
1.71M
$128M
|
|
|
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 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
36.2KNew |
$2.63M - $2.76M
|
36.2K
$2.71M
|
|
|
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 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
28.4K+ 28.47% |
$2.07M - $2.16M
|
128K
$9.61M
|
|
|
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 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.33K+ 21.88% |
$388K - $406K
|
29.7K
$2.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.06K+ 17.73% |
$368K - $385K
|
33.6K
$2.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73KNew |
$344K - $361K
|
4.73K
$355K
|
|
|
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 27, 2026
Q4 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.3K+ 66.07% |
$313K - $328K
|
10.8K
$811K
|
|
|
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 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.08KNew |
$151K - $159K
|
2.08K
$156K
|
|
|
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 26, 2026
Q4 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
961+ 11.54% |
$69.9K - $73.2K
|
9.29K
$697K
|
|
|
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
|
|