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 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.41K- 74.18% |
$154K - $156K
|
1.19K
$54.1K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 28.03% |
$188K - $190K
|
10.7K
$487K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.2K- 7.95% |
$190K - $192K
|
48.6K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.56K- 3.02% |
$206K - $209K
|
146K
$6.67M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.88K- 6.01% |
$221K - $224K
|
76.4K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.4K- 27.95% |
$289K - $293K
|
16.5K
$753K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8.69K- 3.92% |
$393K - $399K
|
213K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$482K - $489K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.6K- 26.26% |
$797K - $808K
|
49.5K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 12.43% |
$857K - $869K
|
133K
$6.09M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.8K- 29.96% |
$939K - $953K
|
48.6K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-22.9K- 20.95% |
$1.04M - $1.05M
|
86.4K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.8K- 81.3% |
$1.53M - $1.55M
|
7.77K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-37.6K- 19.62% |
$1.7M - $1.72M
|
154K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-37.8K- 37.76% |
$1.71M - $1.73M
|
62.3K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-45.6K- 74.28% |
$2.06M - $2.09M
|
15.8K
$720K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-244K- 31.55% |
$11.1M - $11.2M
|
530K
$24.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.8M- 94.16% |
$81.3M - $82.4M
|
111K
$5.09M
|