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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
61New |
$4.21K - $4.49K
|
61
$4.58K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
47New |
$3.24K - $3.46K
|
47
$3.53K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
30New |
$2.07K - $2.21K
|
30
$2.25K
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
26New |
$1.79K - $1.91K
|
26
$1.95K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$1.45K - $1.54K
|
21
$1.58K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$690 - $736
|
10
$750
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$345 - $368
|
5
$375
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
249KNew |
$14.2M - $17.7M
|
249K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131K+ 1495.87% |
$7.43M - $9.25M
|
139K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
56KNew |
$3.19M - $3.96M
|
56K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$574K - $715K
|
10.1K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.65K+ 58.62% |
$549K - $683K
|
26.1K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
6KNew |
$341K - $424K
|
6K
$450K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.66KNew |
$265K - $330K
|
4.66K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.21KNew |
$182K - $227K
|
3.21K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.1K+ 77.21% |
$176K - $219K
|
7.12K
$534K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.14K+ 299.74% |
$64.6K - $80.4K
|
1.52K
$114K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
720New |
$41K - $51K
|
720
$54K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
659New |
$37.5K - $46.6K
|
659
$49.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
614+ 18.7% |
$34.9K - $43.5K
|
3.9K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
479New |
$27.2K - $33.9K
|
479
$35.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
421New |
$23.9K - $29.8K
|
421
$31.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
370New |
$21K - $26.2K
|
370
$27.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
336New |
$19.1K - $23.8K
|
336
$25.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
304+ 1.41% |
$17.3K - $21.5K
|
21.9K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
209+ 9.87% |
$11.9K - $14.8K
|
2.33K
$174K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185New |
$10.5K - $13.1K
|
185
$13.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
119New |
$6.77K - $8.42K
|
119
$8.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
83New |
$4.72K - $5.87K
|
83
$6.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$4.72K - $5.87K
|
83
$6.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 27.0% |
$3.07K - $3.82K
|
254
$19.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
41+ 13.02% |
$2.33K - $2.9K
|
356
$26.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17+ 34.0% |
$967 - $1.2K
|
67
$5.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 50.0% |
$739 - $920
|
39
$2.93K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$114 - $142
|
2
$150
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
76.2K+ 30.98% |
$4.42M - $5.02M
|
322K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9KNew |
$1.15M - $1.31M
|
19.9K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
11.6KNew |
$675K - $766K
|
11.6K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.44KNew |
$200K - $227K
|
3.44K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
805New |
$46.7K - $53K
|
805
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
691New |
$40.1K - $45.5K
|
691
$51.8K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
456New |
$26.5K - $30K
|
456
$34.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
307New |
$17.8K - $20.2K
|
307
$23K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$7.84K - $8.89K
|
135
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106New |
$6.15K - $6.98K
|
106
$7.95K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76New |
$4.41K - $5K
|
76
$5.7K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$1.97K - $2.24K
|
34
$2.55K
|
|