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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.1K+ 71.82% |
$634K - $643K
|
33.8K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14KNew |
$626K - $635K
|
14K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$626K - $635K
|
14K
$638K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.2KNew |
$593K - $602K
|
13.2K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13K+ 13.99% |
$583K - $592K
|
106K
$4.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.8K+ 5.11% |
$575K - $584K
|
264K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 20.9% |
$569K - $577K
|
73.4K
$3.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.6K+ 14.57% |
$564K - $573K
|
99K
$4.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.9K+ 7.35% |
$533K - $541K
|
174K
$7.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.8K+ 17.21% |
$531K - $539K
|
80.7K
$3.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.4K+ 13.95% |
$511K - $519K
|
93.2K
$4.26M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 35.14% |
$506K - $514K
|
43.4K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 11.92% |
$489K - $496K
|
103K
$4.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.9K+ 79.04% |
$487K - $494K
|
24.6K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
10.5K+ 197.26% |
$471K - $478K
|
15.9K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.85K+ 3.83% |
$441K - $448K
|
267K
$12.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.09K+ 6.06% |
$407K - $413K
|
159K
$7.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.9K+ 58.59% |
$399K - $405K
|
24.1K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.45K+ 3.17% |
$379K - $384K
|
275K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7.89K+ 10.31% |
$354K - $359K
|
84.4K
$3.86M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.69KNew |
$345K - $350K
|
7.69K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.26KNew |
$325K - $330K
|
7.26K
$332K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.75K+ 43.92% |
$303K - $307K
|
22.1K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.36K+ 21.34% |
$285K - $289K
|
36.2K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.35KNew |
$285K - $289K
|
6.35K
$290K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 19.49% |
$276K - $280K
|
37.8K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 1.83% |
$274K - $278K
|
340K
$15.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.98KNew |
$268K - $272K
|
5.98K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.73KNew |
$257K - $261K
|
5.73K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.55K+ 28.71% |
$249K - $252K
|
24.9K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$248K - $252K
|
5.54K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.47KNew |
$245K - $249K
|
5.47K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.1KNew |
$229K - $232K
|
5.1K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
5.05K+ 86.42% |
$226K - $229K
|
10.9K
$497K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5.02K+ 1.69% |
$225K - $228K
|
302K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5KNew |
$224K - $227K
|
5K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.92KNew |
$220K - $224K
|
4.92K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
4.9KNew |
$220K - $223K
|
4.9K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.79K+ 30.34% |
$215K - $218K
|
20.6K
$940K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.47KNew |
$200K - $203K
|
4.47K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.78K+ 37.78% |
$169K - $172K
|
13.8K
$630K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.24K+ 9.54% |
$145K - $147K
|
37.2K
$1.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3K+ 3.75% |
$134K - $136K
|
82.9K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.99K+ 46.19% |
$134K - $136K
|
9.45K
$432K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.82K+ 46.18% |
$126K - $128K
|
8.93K
$408K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.55K+ 14.68% |
$114K - $116K
|
19.9K
$911K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.53K+ 0.52% |
$113K - $115K
|
489K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.44K+ 42.13% |
$109K - $111K
|
8.24K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 7.65% |
$97.6K - $99K
|
30.7K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.32% |
$87.5K - $88.8K
|
12.6K
$576K
|