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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.73% |
$444K - $499K
|
94.7K
$6.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.6K+ 10.18% |
$444K - $498K
|
82.2K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.54K+ 5.8% |
$441K - $495K
|
137K
$9.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.04K+ 6.92% |
$411K - $462K
|
109K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.92K+ 19.36% |
$404K - $454K
|
42.6K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 10.15% |
$404K - $453K
|
75K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22K+ 131.51% |
$364K - $408K
|
10.9K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.48KNew |
$321K - $360K
|
5.48K
$379K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.17KNew |
$302K - $339K
|
5.17K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1KNew |
$298K - $334K
|
5.1K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.02K+ 2.4% |
$293K - $329K
|
214K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.35KNew |
$254K - $285K
|
4.35K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.3KNew |
$252K - $282K
|
4.3K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.2K+ 1.56% |
$245K - $275K
|
274K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.11K+ 79.32% |
$240K - $269K
|
9.28K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.08K+ 1.5% |
$238K - $267K
|
275K
$19M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.03KNew |
$236K - $264K
|
4.03K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.75KNew |
$219K - $246K
|
3.75K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$219K - $246K
|
3.75K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.72KNew |
$217K - $244K
|
3.72K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.24KNew |
$189K - $212K
|
3.24K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 1.11% |
$177K - $198K
|
276K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.85K+ 11.6% |
$167K - $187K
|
27.5K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 14.92% |
$120K - $135K
|
15.8K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.99K+ 25.19% |
$116K - $131K
|
9.89K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.98K+ 2.9% |
$116K - $130K
|
70.4K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.97K+ 23.47% |
$115K - $129K
|
10.4K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 8.17% |
$108K - $121K
|
24.5K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.68K+ 46.36% |
$98.2K - $110K
|
5.3K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 1.8% |
$70.7K - $79.3K
|
68.5K
$4.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.12K+ 4.49% |
$65.3K - $73.3K
|
26K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 17.1% |
$60.2K - $67.5K
|
7.05K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
939+ 30.57% |
$54.9K - $61.6K
|
4.01K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
916+ 8.23% |
$53.5K - $60.1K
|
12K
$833K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
816New |
$47.7K - $53.5K
|
816
$56.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
804+ 14.51% |
$47K - $52.7K
|
6.34K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
664+ 3.78% |
$38.8K - $43.6K
|
18.2K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
522+ 9.54% |
$30.5K - $34.2K
|
5.99K
$414K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
509New |
$29.8K - $33.4K
|
509
$35.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
503+ 1197.62% |
$29.4K - $33K
|
545
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
502New |
$29.3K - $32.9K
|
502
$34.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 3.13% |
$26.3K - $29.5K
|
14.8K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
437+ 1.28% |
$25.5K - $28.7K
|
34.7K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
415+ 2.09% |
$24.3K - $27.2K
|
20.3K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
376+ 1.59% |
$22K - $24.7K
|
24.1K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
371+ 7.63% |
$21.7K - $24.3K
|
5.24K
$362K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
336New |
$19.6K - $22K
|
336
$23.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
275New |
$16.1K - $18K
|
275
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250New |
$14.6K - $16.4K
|
250
$17.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
204+ 0.86% |
$11.9K - $13.4K
|
23.8K
$1.65M
|