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 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.9K+ 4.78% |
$85.2K - $86.4K
|
41.7K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.65K+ 52.17% |
$73.9K - $75K
|
4.81K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.43K+ 7.33% |
$64.3K - $65.2K
|
21K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.41KNew |
$63.2K - $64.1K
|
1.41K
$64.4K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$58K - $58.9K
|
1.3K
$59.2K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.24K+ 3.19% |
$55.5K - $56.3K
|
40.1K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.16K+ 23.67% |
$51.8K - $52.5K
|
6.03K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.07K+ 6.39% |
$47.9K - $48.6K
|
17.8K
$812K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1K+ 84.39% |
$44.8K - $45.5K
|
2.19K
$99.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
983+ 12.02% |
$44K - $44.7K
|
9.16K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
959+ 17.58% |
$43K - $43.6K
|
6.42K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
937+ 9.7% |
$42K - $42.6K
|
10.6K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
896+ 7.49% |
$40.1K - $40.7K
|
12.9K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
861+ 8.92% |
$38.6K - $39.1K
|
10.5K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
819+ 0.58% |
$36.7K - $37.2K
|
143K
$6.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
790+ 3.02% |
$35.4K - $35.9K
|
26.9K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
678+ 10.09% |
$30.4K - $30.8K
|
7.4K
$338K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
569New |
$25.5K - $25.9K
|
569
$26K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
550+ 12.36% |
$24.6K - $25K
|
5K
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
449+ 95.13% |
$20.1K - $20.4K
|
921
$42.1K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
242+ 0.46% |
$10.8K - $11K
|
52.3K
$2.39M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
242+ 4.32% |
$10.8K - $11K
|
5.85K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
195+ 2.51% |
$8.74K - $8.87K
|
7.97K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$4.48K - $4.55K
|
100
$4.57K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 1.56% |
$4.17K - $4.23K
|
6.04K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85+ 0.62% |
$3.81K - $3.86K
|
13.9K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
65+ 46.43% |
$2.91K - $2.96K
|
205
$9.37K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
58+ 0.56% |
$2.6K - $2.64K
|
10.5K
$480K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
57New |
$2.55K - $2.59K
|
57
$2.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 1.33% |
$2.42K - $2.46K
|
4.1K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.96% |
$627 - $637
|
1.47K
$67.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$358 - $364
|
8
$366
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.17% |
$44.8 - $45.5
|
581
$26.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$44.8 - $45.5
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9- 0.17% |
$403 - $409
|
5.21K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-10- 0.03% |
$448 - $455
|
35.6K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16- 0.27% |
$717 - $728
|
5.81K
$266K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-60- 1.08% |
$2.69K - $2.73K
|
5.5K
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-71- 10.55% |
$3.18K - $3.23K
|
602
$27.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-110- 1.74% |
$4.93K - $5K
|
6.21K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-129- 0.24% |
$5.78K - $5.87K
|
53.3K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-194- 0.43% |
$8.69K - $8.82K
|
45.3K
$2.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-228- 2.73% |
$10.2K - $10.4K
|
8.12K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-249- 0.45% |
$11.2K - $11.3K
|
55.1K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-276- 0.77% |
$12.4K - $12.5K
|
35.5K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-277- 4.86% |
$12.4K - $12.6K
|
5.42K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-339- 2.74% |
$15.2K - $15.4K
|
12K
$550K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-343- 1.15% |
$15.4K - $15.6K
|
29.4K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-389- 2.23% |
$17.4K - $17.7K
|
17K
$779K
|