Purchases and Sales Made in Q2 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 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.19K+ 2.86% |
$279K - $284K
|
223K
$10.2M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.08KNew |
$274K - $279K
|
6.08K
$278K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.83K+ 3.96% |
$263K - $268K
|
153K
$6.99M
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.66K+ 4.51% |
$255K - $260K
|
131K
$5.99M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
5.53K+ 110.5% |
$249K - $254K
|
10.5K
$481K
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5.16K+ 5.17% |
$233K - $237K
|
105K
$4.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.97KNew |
$224K - $228K
|
4.97K
$227K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.43KNew |
$200K - $203K
|
4.43K
$202K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.34K+ 11.94% |
$196K - $199K
|
40.7K
$1.86M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.9K+ 12.28% |
$176K - $179K
|
35.7K
$1.63M
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 9.74% |
$160K - $163K
|
39.9K
$1.82M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 110.99% |
$151K - $154K
|
6.37K
$291K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 110.99% |
$151K - $154K
|
6.37K
$291K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.26K+ 1.52% |
$147K - $150K
|
218K
$9.94M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.23K+ 7.57% |
$146K - $148K
|
45.9K
$2.1M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.19K+ 7.02% |
$144K - $147K
|
48.6K
$2.22M
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.73K+ 7.82% |
$123K - $125K
|
37.6K
$1.72M
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.68K+ 28.99% |
$121K - $123K
|
11.9K
$544K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.37K+ 7.76% |
$107K - $109K
|
32.9K
$1.5M
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.21K+ 14.72% |
$99.7K - $101K
|
17.2K
$787K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.15K+ 2.91% |
$96.8K - $98.5K
|
76K
$3.47M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.62K+ 180.56% |
$72.9K - $74.2K
|
2.51K
$115K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.6K+ 10.51% |
$72.3K - $73.6K
|
16.9K
$770K
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.37K+ 1.92% |
$62K - $63K
|
72.7K
$3.32M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.34K+ 3.35% |
$60.2K - $61.3K
|
41.1K
$1.88M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.22K+ 3.43% |
$55.1K - $56K
|
36.8K
$1.68M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.21K+ 3.46% |
$54.8K - $55.7K
|
36.3K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$54.2K - $55.1K
|
1.2K
$54.9K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 2.44% |
$54.2K - $55.1K
|
50.5K
$2.31M
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13K+ 1.63% |
$51K - $51.9K
|
70.3K
$3.21M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
660New |
$29.8K - $30.3K
|
660
$30.2K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
614New |
$27.7K - $28.2K
|
614
$28.1K
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
580+ 0.82% |
$26.2K - $26.6K
|
71.7K
$3.28M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
532New |
$24K - $24.4K
|
532
$24.3K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
501+ 2.52% |
$22.6K - $23K
|
20.4K
$930K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
430+ 8.08% |
$19.4K - $19.7K
|
5.75K
$263K
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
270+ 2.88% |
$12.2K - $12.4K
|
9.65K
$441K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 3.71% |
$7.63K - $7.76K
|
4.73K
$216K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
150+ 4.17% |
$6.77K - $6.89K
|
3.75K
$171K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
86New |
$3.88K - $3.95K
|
86
$3.93K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
86New |
$3.88K - $3.95K
|
86
$3.93K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.25% |
$1.04K - $1.06K
|
9.27K
$424K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$993 - $1.01K
|
22
$1.01K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-80- 1.74% |
$3.61K - $3.67K
|
4.51K
$206K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-155- 0.78% |
$7K - $7.12K
|
19.8K
$906K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-240- 4.78% |
$10.8K - $11K
|
4.78K
$218K
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-400- 2.25% |
$18.1K - $18.4K
|
17.4K
$796K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-781- 8.0% |
$35.2K - $35.9K
|
8.98K
$411K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-940- 1.71% |
$42.4K - $43.2K
|
54K
$2.47M
|