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 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 10.15% |
$404K - $453K
|
75K
$4.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22K+ 131.51% |
$364K - $408K
|
10.9K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.48KNew |
$321K - $360K
|
5.48K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1KNew |
$298K - $334K
|
5.1K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.02K+ 2.4% |
$293K - $329K
|
214K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.35KNew |
$254K - $285K
|
4.35K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.3KNew |
$252K - $282K
|
4.3K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.2K+ 1.56% |
$245K - $275K
|
274K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.11K+ 79.32% |
$240K - $269K
|
9.28K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.08K+ 1.5% |
$238K - $267K
|
275K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.03KNew |
$236K - $264K
|
4.03K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$219K - $246K
|
3.75K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.75KNew |
$219K - $246K
|
3.75K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.72KNew |
$217K - $244K
|
3.72K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.24KNew |
$189K - $212K
|
3.24K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 1.11% |
$177K - $198K
|
276K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.85K+ 11.6% |
$167K - $187K
|
27.5K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 14.92% |
$120K - $135K
|
15.8K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.99K+ 25.19% |
$116K - $131K
|
9.89K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.98K+ 2.9% |
$116K - $130K
|
70.4K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.97K+ 23.47% |
$115K - $129K
|
10.4K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 8.17% |
$108K - $121K
|
24.5K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.68K+ 46.36% |
$98.2K - $110K
|
5.3K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 1.8% |
$70.7K - $79.3K
|
68.5K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.12K+ 4.49% |
$65.3K - $73.3K
|
26K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 17.1% |
$60.2K - $67.5K
|
7.05K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
939+ 30.57% |
$54.9K - $61.6K
|
4.01K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
916+ 8.23% |
$53.5K - $60.1K
|
12K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
816New |
$47.7K - $53.5K
|
816
$51.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
804+ 14.51% |
$47K - $52.7K
|
6.34K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
664+ 3.78% |
$38.8K - $43.6K
|
18.2K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
522+ 9.54% |
$30.5K - $34.2K
|
5.99K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
503+ 1197.62% |
$29.4K - $33K
|
545
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
502New |
$29.3K - $32.9K
|
502
$31.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 3.13% |
$26.3K - $29.5K
|
14.8K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
437+ 1.28% |
$25.5K - $28.7K
|
34.7K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
415+ 2.09% |
$24.3K - $27.2K
|
20.3K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
376+ 1.59% |
$22K - $24.7K
|
24.1K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
371+ 7.63% |
$21.7K - $24.3K
|
5.24K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
275New |
$16.1K - $18K
|
275
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250New |
$14.6K - $16.4K
|
250
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
204+ 0.86% |
$11.9K - $13.4K
|
23.8K
$1.52M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
178+ 4.87% |
$10.4K - $11.7K
|
3.83K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 4.09% |
$10.1K - $11.3K
|
4.4K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
172+ 10.07% |
$10.1K - $11.3K
|
1.88K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
166+ 4.4% |
$9.7K - $10.9K
|
3.94K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
163+ 71.18% |
$9.53K - $10.7K
|
392
$24.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
160+ 0.3% |
$9.35K - $10.5K
|
52.9K
$3.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 0.4% |
$8.77K - $9.84K
|
37.4K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
144+ 2.25% |
$8.42K - $9.45K
|
6.53K
$416K
|