Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.23M+ 8.7% |
$306M - $343M
|
65.3M
$4.16B
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
701KNew |
$41M - $46M
|
701K
$44.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
376KNew |
$22M - $24.6M
|
376K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
336K+ 1195.73% |
$19.7M - $22.1M
|
365K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
320KNew |
$18.7M - $21M
|
320K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
287K+ 10.32% |
$16.8M - $18.8M
|
3.06M
$195M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
188K+ 1978.78% |
$11M - $12.4M
|
198K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 10.23% |
$6.73M - $7.56M
|
1.24M
$79M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98.6KNew |
$5.76M - $6.47M
|
98.6K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
94.7K+ 59.11% |
$5.53M - $6.21M
|
255K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78.7K+ 10.64% |
$4.6M - $5.16M
|
818K
$52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.5K+ 7849.82% |
$3.83M - $4.3M
|
66.4K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.3K+ 12.47% |
$3.53M - $3.96M
|
544K
$34.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.7K+ 71.25% |
$3.43M - $3.85M
|
141K
$8.97M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.3KNew |
$3M - $3.36M
|
51.3K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
49.6K+ 18.82% |
$2.9M - $3.26M
|
313K
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
47.2K+ 148.09% |
$2.76M - $3.1M
|
79.1K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
44KNew |
$2.57M - $2.89M
|
44K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
43.9KNew |
$2.57M - $2.88M
|
43.9K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
43.6K+ 985.05% |
$2.55M - $2.86M
|
48K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
37.3K+ 14.53% |
$2.18M - $2.45M
|
294K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
34.3K+ 12.28% |
$2.01M - $2.25M
|
314K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.2K+ 5.49% |
$1.88M - $2.11M
|
619K
$39.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29K+ 956.49% |
$1.7M - $1.9M
|
32.1K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
29KNew |
$1.69M - $1.9M
|
29K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.9K+ 9.56% |
$1.57M - $1.76M
|
308K
$19.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.3KNew |
$1.42M - $1.59M
|
24.3K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.7K+ 53.83% |
$1.15M - $1.29M
|
56.3K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
19.3K+ 5.95% |
$1.13M - $1.26M
|
343K
$21.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$1.09M - $1.23M
|
18.7K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.8K+ 1.07% |
$982K - $1.1M
|
1.59M
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14.3K+ 1.97% |
$833K - $935K
|
738K
$47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 2.36% |
$825K - $925K
|
612K
$38.9M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.1K+ 3.21% |
$704K - $790K
|
387K
$24.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
11.5KNew |
$672K - $754K
|
11.5K
$731K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3KNew |
$659K - $740K
|
11.3K
$718K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2K+ 74.68% |
$657K - $737K
|
26.3K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
10.9K+ 3.61% |
$638K - $716K
|
313K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 17.85% |
$636K - $714K
|
71.8K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
9.92KNew |
$580K - $650K
|
9.92K
$631K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
9.91KNew |
$579K - $650K
|
9.91K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.17K+ 46.96% |
$536K - $601K
|
28.7K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.29K+ 108.99% |
$485K - $544K
|
15.9K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
8.03K+ 18.05% |
$469K - $526K
|
52.5K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.93K+ 3.57% |
$464K - $520K
|
230K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.73% |
$444K - $499K
|
94.7K
$6.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.6K+ 10.18% |
$444K - $498K
|
82.2K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.54K+ 5.8% |
$441K - $495K
|
137K
$8.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.04K+ 6.92% |
$411K - $462K
|
109K
$6.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.92K+ 19.36% |
$404K - $454K
|
42.6K
$2.71M
|