Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757K+ 1.03% |
$39.5M - $44.8M
|
74.6M
$4.69B
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
400K+ 32.91% |
$20.9M - $23.7M
|
1.62M
$102M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
339KNew |
$17.7M - $20.1M
|
339K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
245K+ 484.75% |
$12.8M - $14.5M
|
295K
$18.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
241K+ 89.72% |
$12.6M - $14.3M
|
511K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
185KNew |
$9.68M - $11M
|
185K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
143KNew |
$7.46M - $8.47M
|
143K
$8.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 556.86% |
$6.12M - $6.95M
|
138K
$8.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
93.5K+ 172.09% |
$4.88M - $5.54M
|
148K
$9.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
88.1K+ 126.86% |
$4.59M - $5.22M
|
158K
$9.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60.2KNew |
$3.14M - $3.57M
|
60.2K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.3K+ 194.07% |
$2.99M - $3.39M
|
86.8K
$5.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
54.8K+ 86.14% |
$2.86M - $3.25M
|
119K
$7.45M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.2KNew |
$2.57M - $2.92M
|
49.2K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 6.36% |
$2.28M - $2.59M
|
731K
$45.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.9K+ 131.33% |
$1.98M - $2.25M
|
66.8K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.7K+ 33.25% |
$1.97M - $2.24M
|
151K
$9.5M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35.4KNew |
$1.84M - $2.1M
|
35.4K
$2.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
33.1K+ 7.41% |
$1.73M - $1.96M
|
480K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29K+ 75.05% |
$1.51M - $1.72M
|
67.7K
$4.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23KNew |
$1.2M - $1.37M
|
23K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.7K+ 187.39% |
$1.18M - $1.35M
|
34.8K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21.6K+ 3.31% |
$1.13M - $1.28M
|
676K
$42.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.1KNew |
$1.1M - $1.25M
|
21.1K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2KNew |
$898K - $1.02M
|
17.2K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 10.97% |
$841K - $955K
|
163K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
13.7K+ 6.42% |
$713K - $810K
|
227K
$14.2M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.7KNew |
$664K - $754K
|
12.7K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 5.2% |
$580K - $659K
|
225K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$557K - $632K
|
10.7K
$670K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.51K+ 75.66% |
$496K - $564K
|
22.1K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9.23K+ 3.81% |
$481K - $547K
|
251K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.16K+ 196.7% |
$426K - $484K
|
12.3K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.67K+ 1.94% |
$400K - $455K
|
402K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.73KNew |
$299K - $339K
|
5.73K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.5K+ 65.1% |
$287K - $326K
|
13.9K
$876K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.94K+ 3.32% |
$206K - $234K
|
123K
$7.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.67K+ 1.1% |
$139K - $158K
|
245K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.67K+ 1.1% |
$139K - $158K
|
245K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.58K+ 16.75% |
$134K - $153K
|
18K
$1.13M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.75KNew |
$91.2K - $104K
|
1.75K
$110K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 69.59% |
$59.7K - $67.8K
|
2.79K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
908+ 7.97% |
$47.4K - $53.8K
|
12.3K
$773K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
795New |
$41.5K - $47.1K
|
795
$49.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
767New |
$40K - $45.4K
|
767
$48.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
612+ 1.16% |
$31.9K - $36.3K
|
53.4K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
554+ 14.9% |
$28.9K - $32.8K
|
4.27K
$268K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
505+ 73.72% |
$26.3K - $29.9K
|
1.19K
$74.8K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
487+ 39.72% |
$25.4K - $28.9K
|
1.71K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
473New |
$24.7K - $28K
|
473
$29.7K
|