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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.23K+ 31.68% |
$99.7K - $103K
|
9.25K
$420K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.17K+ 12.28% |
$97.3K - $101K
|
19.9K
$902K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46KNew |
$65.3K - $67.5K
|
1.46K
$66.2K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27K+ 3.81% |
$57K - $59K
|
34.7K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.07K+ 8.15% |
$48.1K - $49.8K
|
14.3K
$648K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.07K+ 0.29% |
$47.9K - $49.5K
|
372K
$16.9M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.04K+ 1.52% |
$46.5K - $48.1K
|
69.2K
$3.15M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
992+ 9.35% |
$44.5K - $46K
|
11.6K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
895New |
$40.1K - $41.5K
|
895
$40.7K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
689New |
$30.9K - $32K
|
689
$31.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
527+ 0.25% |
$23.6K - $24.4K
|
214K
$9.74M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
492+ 1.42% |
$22.1K - $22.8K
|
35.1K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
313+ 1956.25% |
$14K - $14.5K
|
329
$15K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.86% |
$4.48K - $4.64K
|
3.6K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-50- 0.51% |
$2.24K - $2.32K
|
9.77K
$444K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-73- 84.88% |
$3.27K - $3.39K
|
13
$591
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-375- 6.95% |
$16.8K - $17.4K
|
5.02K
$228K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-523- 10.3% |
$23.4K - $24.3K
|
4.56K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-693- 2.73% |
$31.1K - $32.1K
|
24.7K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.2K- 3.26% |
$53.8K - $55.7K
|
35.6K
$1.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.56K- 8.05% |
$69.9K - $72.4K
|
17.8K
$810K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.64K- 11.19% |
$73.6K - $76.2K
|
13K
$593K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 3.22% |
$106K - $110K
|
71.2K
$3.24M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 70.68% |
$326K - $338K
|
3.02K
$137K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.65K- 43.67% |
$388K - $401K
|
11.2K
$507K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.4K- 26.41% |
$556K - $575K
|
34.5K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 38.42% |
$978K - $1.01M
|
35K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-23.5K- 54.04% |
$1.05M - $1.09M
|
20K
$908K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-160K- 64.33% |
$7.18M - $7.43M
|
88.8K
$4.04M
|