Purchases and Sales Made in Q2 2023 in J P Morgan Exchange Traded Fd (JPIE)

JPIE Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q2 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
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
619K
+ 7444.89%
$27.9M - $28.4M
627K $28.7M
Jul 26, 2023 Q2 2023
Diversified, LLC

BUY
 -
353K
New
$16M - $16.2M
353K $16.2M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
265K
+ 2038238.5%
$12M - $12.2M
265K $12.1M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
152K
+ 121.57%
$6.88M - $7M
278K $12.7M
Jul 31, 2023 Q2 2023
Heritage Financial Services, LLC

BUY
 -
138K
+ 7.85%
$6.25M - $6.35M
1.9M $86.8M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
96K
+ 274.29%
$4.33M - $4.41M
131K $5.98M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
86.8K
+ 14.36%
$3.92M - $3.98M
691K $31.6M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
79.8K
+ 230.87%
$3.6M - $3.66M
114K $5.22M
Aug 04, 2023 Q2 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
71.7K
New
$3.24M - $3.29M
71.7K $3.28M
Jul 31, 2023 Q2 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
68.7K
New
$3.1M - $3.15M
68.7K $3.14M
Jul 26, 2023 Q2 2023
Fortress Wealth Management, Inc.

BUY
 -
57.2K
+ 36.33%
$2.58M - $2.63M
215K $9.8M
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
49.5K
+ 943.58%
$2.24M - $2.27M
54.8K $2.5M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
39.8K
+ 232.05%
$1.8M - $1.83M
56.9K $2.6M
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
33.6K
+ 110.65%
$1.52M - $1.54M
63.9K $2.92M
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
28.2K
+ 69.95%
$1.27M - $1.29M
68.5K $3.13M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
25.6K
New
$1.16M - $1.18M
25.6K $1.17M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
23K
New
$1.04M - $1.06M
23K $1.05M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21.8K
+ 26.69%
$983K - $1M
103K $4.72M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
20.7K
New
$934K - $951K
20.7K $946K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
20.7K
New
$932K - $948K
20.7K $944K
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
19.5K
New
$878K - $894K
19.5K $889K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
18.7K
+ 54.01%
$845K - $860K
53.4K $2.44M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
17.8K
New
$802K - $816K
17.8K $812K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
16.2K
+ 41.33%
$729K - $742K
55.2K $2.52M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
15.8K
+ 110.51%
$711K - $724K
30K $1.37M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
15.3K
New
$692K - $704K
15.3K $701K
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
15.3K
+ 81.91%
$689K - $701K
33.9K $1.55M
Aug 10, 2023 Q2 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
14.7K
+ 64.73%
$663K - $675K
37.4K $1.71M
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
13.4K
+ 16.08%
$604K - $615K
96.6K $4.42M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
13.2K
+ 101.19%
$595K - $606K
26.2K $1.2M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
12.4K
+ 111.08%
$559K - $569K
23.6K $1.08M
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
12.3K
+ 3.3%
$555K - $565K
384K $17.6M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
12.3K
New
$553K - $563K
12.3K $560K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
12.2K
New
$552K - $562K
12.2K $559K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
12K
New
$543K - $552K
12K $549K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
11.4K
New
$515K - $524K
11.4K $521K
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

BUY
 -
11.1K
+ 13.4%
$503K - $511K
94.3K $4.31M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
10.4K
New
$470K - $478K
10.4K $476K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
10.4K
New
$468K - $477K
10.4K $474K
Jul 13, 2023 Q2 2023
Tpg Financial Advisors, LLC

BUY
 -
9.73K
+ 2.77%
$439K - $447K
361K $16.5M
Jul 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
9K
+ 3.25%
$406K - $413K
286K $13.1M
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

BUY
 -
8.46K
+ 10.64%
$382K - $388K
87.9K $4.02M
Jul 24, 2023 Q2 2023
Alliance Wealth Advisors, LLC

BUY
 -
8.17K
New
$369K - $375K
8.17K $373K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
7.77K
New
$351K - $357K
7.77K $355K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
7.26K
New
$328K - $333K
7.26K $332K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
6.95K
New
$314K - $319K
6.95K $318K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.81K
+ 55.63%
$307K - $313K
19K $870K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.79K
New
$307K - $312K
6.79K $310K
Aug 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
6.32K
New
$285K - $290K
6.32K $289K

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