Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
309K+ 171.44% |
$14M - $14.2M
|
489K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
298K+ 41.79% |
$13.5M - $13.7M
|
1.01M
$46.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
231K+ 297.86% |
$10.5M - $10.6M
|
309K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
205KNew |
$9.28M - $9.42M
|
205K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
202K+ 364.59% |
$9.14M - $9.27M
|
258K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
199K+ 290.36% |
$8.97M - $9.11M
|
267K
$12.2M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
195K+ 50.62% |
$8.81M - $8.94M
|
580K
$26.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
193K+ 11.69% |
$8.71M - $8.83M
|
1.84M
$84M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
188KNew |
$8.51M - $8.64M
|
188K
$8.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 42.76% |
$7.18M - $7.29M
|
530K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 42.76% |
$7.18M - $7.29M
|
530K
$24.2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
132K+ 35.17% |
$5.96M - $6.05M
|
507K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
122K+ 5.94% |
$5.5M - $5.58M
|
2.17M
$99.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111KNew |
$5.04M - $5.11M
|
111K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
93.1KNew |
$4.21M - $4.27M
|
93.1K
$4.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
88.7KNew |
$4.01M - $4.07M
|
88.7K
$4.05M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
86.1K+ 15.88% |
$3.89M - $3.95M
|
628K
$28.7M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.6K+ 26.27% |
$3.15M - $3.19M
|
334K
$15.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
69.5K+ 16.66% |
$3.14M - $3.19M
|
487K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66.1K+ 91.73% |
$2.99M - $3.03M
|
138K
$6.31M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62K+ 71.37% |
$2.8M - $2.85M
|
149K
$6.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
56.5K+ 494.09% |
$2.56M - $2.59M
|
68K
$3.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
55.9KNew |
$2.53M - $2.56M
|
55.9K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47.3K+ 16.72% |
$2.14M - $2.17M
|
330K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
45.5K+ 15.78% |
$2.06M - $2.09M
|
334K
$15.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
44.1K+ 28.72% |
$1.99M - $2.02M
|
198K
$9.02M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
43.3K+ 30.18% |
$1.96M - $1.99M
|
187K
$8.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
34.5K+ 165.53% |
$1.56M - $1.58M
|
55.3K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 36.23% |
$1.55M - $1.57M
|
129K
$5.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.6K+ 54.52% |
$1.52M - $1.54M
|
95.1K
$4.34M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1KNew |
$1.45M - $1.47M
|
32.1K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.7K+ 66.67% |
$1.25M - $1.27M
|
69.2K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5KNew |
$1.2M - $1.21M
|
26.5K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
25.1K+ 21.5% |
$1.13M - $1.15M
|
142K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24.6K+ 15.54% |
$1.11M - $1.13M
|
183K
$8.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.3K+ 13.22% |
$1.1M - $1.11M
|
208K
$9.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.6K+ 381.38% |
$1.07M - $1.08M
|
29.8K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
21.8K+ 7.39% |
$984K - $999K
|
316K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7K+ 30.63% |
$981K - $995K
|
92.5K
$4.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
20.1K+ 17.71% |
$909K - $922K
|
134K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20K+ 107.01% |
$905K - $918K
|
38.7K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.7KNew |
$890K - $903K
|
19.7K
$899K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
19.2K+ 19.03% |
$867K - $879K
|
120K
$5.47M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19.1KNew |
$863K - $876K
|
19.1K
$872K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1KNew |
$863K - $876K
|
19.1K
$872K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 20.02% |
$862K - $875K
|
114K
$5.22M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
16.7KNew |
$755K - $766K
|
16.7K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
16KNew |
$724K - $735K
|
16K
$731K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15.4K+ 12.41% |
$697K - $707K
|
140K
$6.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15K+ 10.2% |
$677K - $687K
|
162K
$7.39M
|