Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.8M+ 1612.44% |
$80.5M - $81.7M
|
1.91M
$87.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.54MNew |
$69M - $70M
|
1.54M
$70.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
351K+ 71.8% |
$15.7M - $16M
|
840K
$38.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
297K+ 58.57% |
$13.3M - $13.5M
|
803K
$36.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 46.1% |
$11M - $11.1M
|
775K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 46.1% |
$11M - $11.1M
|
775K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 19.61% |
$8.89M - $9.02M
|
1.21M
$55.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
195K+ 10.62% |
$8.76M - $8.88M
|
2.04M
$93M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
170K+ 3286.27% |
$7.61M - $7.73M
|
175K
$8M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
160KNew |
$7.17M - $7.28M
|
160K
$7.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
148K+ 44.37% |
$6.65M - $6.75M
|
483K
$22.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
122KNew |
$5.48M - $5.56M
|
122K
$5.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 190.23% |
$4.65M - $4.72M
|
158K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
95.8K+ 69.31% |
$4.29M - $4.36M
|
234K
$10.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
84.6K+ 3.9% |
$3.79M - $3.85M
|
2.25M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
82.8K+ 32.15% |
$3.71M - $3.77M
|
340K
$15.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
81.2K+ 1036.59% |
$3.64M - $3.69M
|
89K
$4.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
79.4K+ 25.71% |
$3.56M - $3.61M
|
388K
$17.7M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
61.3K+ 9.75% |
$2.75M - $2.79M
|
690K
$31.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
53.4K+ 60.19% |
$2.39M - $2.43M
|
142K
$6.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
49.1KNew |
$2.2M - $2.23M
|
49.1K
$2.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.3K+ 46.56% |
$1.98M - $2.01M
|
139K
$6.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
43.7K+ 21.3% |
$1.96M - $1.99M
|
249K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6KNew |
$1.91M - $1.94M
|
42.6K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.6K+ 32.65% |
$1.77M - $1.8M
|
161K
$7.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
39.5K+ 12.48% |
$1.77M - $1.8M
|
356K
$16.3M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
36.3K+ 9.51% |
$1.63M - $1.65M
|
418K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
35.6K+ 26.66% |
$1.6M - $1.62M
|
169K
$7.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
30.9K+ 29.46% |
$1.39M - $1.41M
|
136K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
29.8KNew |
$1.33M - $1.35M
|
29.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.6K+ 41.39% |
$1.28M - $1.3M
|
97.8K
$4.47M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
28.4K+ 327.39% |
$1.27M - $1.29M
|
37.1K
$1.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
25.8K+ 21.48% |
$1.15M - $1.17M
|
146K
$6.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
24.7K+ 7.49% |
$1.11M - $1.12M
|
355K
$16.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.5K+ 19.05% |
$1.1M - $1.12M
|
153K
$7.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23.9K+ 17.08% |
$1.07M - $1.08M
|
163K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
21.9K+ 53.25% |
$980K - $994K
|
62.9K
$2.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
21.2K+ 3.66% |
$951K - $965K
|
601K
$27.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
20.8K+ 30.67% |
$934K - $948K
|
88.8K
$4.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20.5KNew |
$919K - $932K
|
20.5K
$937K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
20.4K+ 33.27% |
$914K - $927K
|
81.7K
$3.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
19.3K+ 34.55% |
$866K - $878K
|
75.2K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.3K+ 10.56% |
$865K - $877K
|
202K
$9.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
18.3K+ 2.48% |
$820K - $832K
|
758K
$34.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 117.16% |
$782K - $794K
|
32.4K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.7KNew |
$705K - $716K
|
15.7K
$720K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15.5K+ 71.74% |
$693K - $704K
|
37K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 13.2% |
$676K - $686K
|
129K
$5.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.6KNew |
$654K - $664K
|
14.6K
$667K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2KNew |
$636K - $646K
|
14.2K
$649K
|