Purchases and Sales Made in Q1 2023 in J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
148K+ 9.16% |
$6.62M - $6.85M
|
1.76M
$80.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
93.3K+ 145.7% |
$4.18M - $4.33M
|
157K
$7.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
73.9KNew |
$3.31M - $3.43M
|
73.9K
$3.38M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
71.3KNew |
$3.2M - $3.31M
|
71.3K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
67K+ 114.67% |
$3M - $3.11M
|
125K
$5.73M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
60.3K+ 282.74% |
$2.7M - $2.8M
|
81.6K
$3.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
54.9KNew |
$2.46M - $2.55M
|
54.9K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
52.8K+ 9.57% |
$2.36M - $2.45M
|
604K
$27.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
52KNew |
$2.33M - $2.41M
|
52K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.9K+ 215.34% |
$2.19M - $2.27M
|
71.6K
$3.27M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
39.8KNew |
$1.78M - $1.85M
|
39.8K
$1.82M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
39.2K+ 64.55% |
$1.75M - $1.82M
|
99.8K
$4.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
39.1KNew |
$1.75M - $1.81M
|
39.1K
$1.79M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
38.4K+ 2024.68% |
$1.72M - $1.78M
|
40.3K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.63M - $1.69M
|
36.4K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.2K+ 341.81% |
$1.58M - $1.63M
|
45.5K
$2.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.8K+ 25.37% |
$1.33M - $1.38M
|
147K
$6.73M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
23.8KNew |
$1.07M - $1.1M
|
23.8K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18.8K+ 9.52% |
$843K - $873K
|
216K
$9.89M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.2K+ 74.48% |
$817K - $845K
|
42.7K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.1K+ 57.82% |
$809K - $837K
|
49.3K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
17.6K+ 26.85% |
$790K - $817K
|
83.3K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.7K+ 84.71% |
$747K - $773K
|
36.3K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
15.3KNew |
$684K - $708K
|
15.3K
$697K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
13.5K+ 5.13% |
$605K - $626K
|
277K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11.8K+ 58.89% |
$528K - $546K
|
31.8K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.8K+ 218.36% |
$527K - $545K
|
17.1K
$784K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.69K+ 46.91% |
$434K - $449K
|
30.3K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.38KNew |
$420K - $435K
|
9.38K
$429K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.23KNew |
$414K - $428K
|
9.23K
$422K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9.15K+ 75.5% |
$410K - $425K
|
21.3K
$972K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.31KNew |
$373K - $386K
|
8.31K
$380K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.7KNew |
$300K - $311K
|
6.7K
$306K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.96K+ 8.11% |
$267K - $277K
|
79.5K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.76K+ 33.99% |
$258K - $267K
|
22.7K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.32KNew |
$239K - $247K
|
5.32K
$243K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.25KNew |
$235K - $243K
|
5.25K
$240K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
5KNew |
$224K - $232K
|
5K
$229K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.78K+ 23.51% |
$214K - $222K
|
25.1K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.77KNew |
$214K - $221K
|
4.77K
$218K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.59KNew |
$206K - $213K
|
4.59K
$210K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.35K+ 14.25% |
$195K - $202K
|
34.9K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.22K+ 3.48% |
$189K - $196K
|
125K
$5.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.18K+ 28.91% |
$187K - $194K
|
18.6K
$852K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.12K+ 15.58% |
$185K - $191K
|
30.6K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.98K+ 5.02% |
$178K - $184K
|
83.1K
$3.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.34K+ 11.13% |
$150K - $155K
|
33.3K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.05K+ 33.24% |
$137K - $142K
|
12.2K
$559K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$135K - $140K
|
3.02K
$138K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.26K+ 17.72% |
$101K - $105K
|
15K
$686K
|