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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 29.69% |
$5.55K - $6.23K
|
415
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86New |
$5.03K - $5.64K
|
86
$5.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
57+ 1.08% |
$3.33K - $3.74K
|
5.33K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
57New |
$3.33K - $3.74K
|
57
$3.63K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.25% |
$3.04K - $3.41K
|
21.3K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
43+ 1.28% |
$2.51K - $2.82K
|
3.41K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 0.16% |
$2.46K - $2.76K
|
25.8K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 0.28% |
$2.46K - $2.76K
|
15K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 19.26% |
$1.52K - $1.71K
|
161
$10.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 0.45% |
$1.11K - $1.25K
|
4.27K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 0.15% |
$994 - $1.12K
|
11.7K
$741K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
13New |
$760 - $853
|
13
$827
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.27% |
$585 - $656
|
3.71K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 6.74% |
$351 - $394
|
95
$6.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5+ 9.43% |
$292 - $328
|
58
$3.69K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 3.16% |
$175 - $197
|
98
$6.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 2.63% |
$117 - $131
|
78
$4.96K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-89- 2.46% |
$5.2K - $5.84K
|
3.53K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.73% |
$5.32K - $5.97K
|
5.17K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-153- 9.71% |
$8.94K - $10K
|
1.42K
$90.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-210- 4.79% |
$12.3K - $13.8K
|
4.17K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-227- 2.64% |
$13.3K - $14.9K
|
8.38K
$533K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-298- 2.35% |
$17.4K - $19.5K
|
12.4K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-354- 6.35% |
$20.7K - $23.2K
|
5.22K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-449- 8.76% |
$26.2K - $29.5K
|
4.68K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-772- 96.74% |
$45.1K - $50.6K
|
26
$1.65K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-910- 1.48% |
$53.2K - $59.7K
|
60.7K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.18K- 0.47% |
$68.7K - $77.1K
|
250K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.87K- 11.05% |
$109K - $123K
|
15K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 38.97% |
$113K - $126K
|
3.02K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.67K- 2.01% |
$156K - $175K
|
131K
$8.3M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.09K- 7.15% |
$180K - $203K
|
40.1K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.74K- 1.09% |
$277K - $311K
|
431K
$27.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.06K- 3.48% |
$296K - $332K
|
141K
$8.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 1.28% |
$327K - $367K
|
433K
$27.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 20.29% |
$744K - $835K
|
50K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.6K- 87.49% |
$1.55M - $1.74M
|
3.8K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-26.9K- 8.69% |
$1.57M - $1.76M
|
283K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-33.4K- 7.7% |
$1.95M - $2.19M
|
400K
$25.5M
|
|
|
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
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63.5K- 18.69% |
$3.71M - $4.17M
|
277K
$17.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96K- 8.08% |
$5.62M - $6.3M
|
1.09M
$69.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-181K- 84.01% |
$10.6M - $11.9M
|
34.5K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-373K- 37.0% |
$21.8M - $24.5M
|
636K
$40.4M
|