Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.69M+ 109.72% |
$85.3M - $93.6M
|
3.23M
$203M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
848K+ 1.1% |
$42.8M - $47M
|
77.6M
$4.86B
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
232KNew |
$11.7M - $12.8M
|
232K
$14.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
197KNew |
$9.94M - $10.9M
|
197K
$12.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.3K+ 7.44% |
$3.85M - $4.23M
|
1.1M
$69.1M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.3K+ 11.52% |
$3.25M - $3.57M
|
623K
$39.1M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3K+ 4.79% |
$1.63M - $1.79M
|
707K
$44.3M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.1KNew |
$912K - $1M
|
18.1K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 3.89% |
$756K - $830K
|
400K
$25.1M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.3K+ 7.28% |
$723K - $794K
|
211K
$13.2M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.84K+ 7.41% |
$497K - $545K
|
143K
$8.94M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.02KNew |
$304K - $333K
|
6.02K
$377K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.81KNew |
$293K - $322K
|
5.81K
$365K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.49KNew |
$277K - $304K
|
5.49K
$344K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.42K+ 15.7% |
$223K - $245K
|
32.6K
$2.04M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.09KNew |
$207K - $227K
|
4.09K
$257K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.99K+ 454.96% |
$201K - $221K
|
4.87K
$305K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.87K+ 78.64% |
$195K - $214K
|
8.78K
$551K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.18K+ 37.35% |
$161K - $176K
|
11.7K
$734K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
731+ 12.98% |
$36.9K - $40.5K
|
6.36K
$399K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
499New |
$25.2K - $27.6K
|
499
$31.3K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
374+ 10.75% |
$18.9K - $20.7K
|
3.85K
$242K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
335+ 5.53% |
$16.9K - $18.6K
|
6.39K
$401K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288+ 19.24% |
$14.5K - $16K
|
1.79K
$112K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215New |
$10.8K - $11.9K
|
215
$13.5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
136New |
$6.86K - $7.54K
|
136
$8.53K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
129+ 5.19% |
$6.51K - $7.15K
|
2.61K
$164K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 2.19% |
$4.95K - $5.43K
|
4.57K
$287K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
96+ 0.64% |
$4.84K - $5.32K
|
15.1K
$950K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
55+ 3.21% |
$2.78K - $3.05K
|
1.77K
$111K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$2.52K - $2.77K
|
50
$3.14K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-68Closed |
$3.43K - $3.77K
|
0
$0
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-118- 2.09% |
$5.95K - $6.54K
|
5.53K
$347K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-118- 2.09% |
$5.95K - $6.54K
|
5.53K
$347K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-146- 2.06% |
$7.37K - $8.09K
|
6.93K
$435K
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-205- 2.54% |
$10.3K - $11.4K
|
7.85K
$492K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-259- 47.79% |
$13.1K - $14.4K
|
283
$17.7K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-346- 1.91% |
$17.5K - $19.2K
|
17.7K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-356- 1.07% |
$18K - $19.7K
|
32.8K
$2.06M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-374- 0.92% |
$18.9K - $20.7K
|
40.2K
$2.52M
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-835- 5.96% |
$42.1K - $46.3K
|
13.2K
$826K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-889- 12.24% |
$44.9K - $49.3K
|
6.38K
$400K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 52.6% |
$66.3K - $72.8K
|
1.18K
$74.2K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.79K- 6.41% |
$90.3K - $99.1K
|
26.1K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.18K- 28.74% |
$110K - $121K
|
5.41K
$339K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.55K- 37.66% |
$381K - $418K
|
12.5K
$784K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.56K- 24.37% |
$483K - $530K
|
29.7K
$1.86M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.5K- 29.84% |
$883K - $969K
|
41.1K
$2.58M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-28.3K- 78.84% |
$1.43M - $1.57M
|
7.61K
$477K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.5K- 16.29% |
$2.65M - $2.91M
|
270K
$16.9M
|