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 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
178+ 4.87% |
$10.4K - $11.7K
|
3.83K
$265K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 4.09% |
$10.1K - $11.3K
|
4.4K
$304K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
172+ 10.07% |
$10.1K - $11.3K
|
1.88K
$130K
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
166+ 4.4% |
$9.7K - $10.9K
|
3.94K
$272K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
163+ 71.18% |
$9.53K - $10.7K
|
392
$27.1K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
160+ 0.3% |
$9.35K - $10.5K
|
52.9K
$3.66M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 0.4% |
$8.77K - $9.84K
|
37.4K
$2.59M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
144+ 2.25% |
$8.42K - $9.45K
|
6.53K
$452K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 29.69% |
$5.55K - $6.23K
|
415
$28.7K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86New |
$5.03K - $5.64K
|
86
$5.94K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
57+ 1.08% |
$3.33K - $3.74K
|
5.33K
$369K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
57New |
$3.33K - $3.74K
|
57
$3.94K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.25% |
$3.04K - $3.41K
|
21.3K
$1.47M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
43+ 1.28% |
$2.51K - $2.82K
|
3.41K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 0.16% |
$2.46K - $2.76K
|
25.8K
$1.78M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 0.28% |
$2.46K - $2.76K
|
15K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 19.26% |
$1.52K - $1.71K
|
161
$11.1K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 0.45% |
$1.11K - $1.25K
|
4.27K
$295K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 0.15% |
$994 - $1.12K
|
11.7K
$805K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
13New |
$760 - $853
|
13
$898
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.27% |
$585 - $656
|
3.71K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 6.74% |
$351 - $394
|
95
$6.57K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5+ 9.43% |
$292 - $328
|
58
$4.01K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 3.16% |
$175 - $197
|
98
$6.77K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 2.63% |
$117 - $131
|
78
$5.39K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-89- 2.46% |
$5.2K - $5.84K
|
3.53K
$244K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.73% |
$5.32K - $5.97K
|
5.17K
$357K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-153- 9.71% |
$8.94K - $10K
|
1.42K
$98.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-210- 4.79% |
$12.3K - $13.8K
|
4.17K
$288K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-227- 2.64% |
$13.3K - $14.9K
|
8.38K
$579K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-298- 2.35% |
$17.4K - $19.5K
|
12.4K
$857K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-354- 6.35% |
$20.7K - $23.2K
|
5.22K
$361K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-449- 8.76% |
$26.2K - $29.5K
|
4.68K
$323K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-772- 96.74% |
$45.1K - $50.6K
|
26
$1.8K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-910- 1.48% |
$53.2K - $59.7K
|
60.7K
$4.19M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.18K- 0.47% |
$68.7K - $77.1K
|
250K
$17.3M
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.87K- 11.05% |
$109K - $123K
|
15K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 38.97% |
$113K - $126K
|
3.02K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.67K- 2.01% |
$156K - $175K
|
131K
$9.02M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.09K- 7.15% |
$180K - $203K
|
40.1K
$2.77M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.74K- 1.09% |
$277K - $311K
|
431K
$29.8M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.06K- 3.48% |
$296K - $332K
|
141K
$9.71M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 1.28% |
$327K - $367K
|
433K
$29.9M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 20.29% |
$744K - $835K
|
50K
$3.45M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.6K- 87.49% |
$1.55M - $1.74M
|
3.8K
$262K
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 8.69% |
$1.57M - $1.76M
|
283K
$19.5M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-33.4K- 7.7% |
$1.95M - $2.19M
|
400K
$27.7M
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-38.1K- 32.58% |
$2.23M - $2.5M
|
78.8K
$5.44M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63.5K- 18.69% |
$3.71M - $4.17M
|
277K
$19.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96K- 8.08% |
$5.62M - $6.3M
|
1.09M
$75.6M
|