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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-480- 99.79% |
$21.5K - $21.8K
|
1
$45.5
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-512- 1.02% |
$22.9K - $23.3K
|
49.7K
$2.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-540- 0.24% |
$24.2K - $24.6K
|
222K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-649- 4.89% |
$29.1K - $29.5K
|
12.6K
$574K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-666- 1.72% |
$29.8K - $30.3K
|
38.1K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-825- 6.88% |
$37K - $37.5K
|
11.2K
$508K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-873- 3.61% |
$39.1K - $39.7K
|
23.3K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-938- 0.61% |
$42K - $42.7K
|
153K
$6.96M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.23K- 2.54% |
$55.3K - $56.1K
|
47.3K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.58K- 0.84% |
$70.6K - $71.6K
|
185K
$8.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.63K- 3.03% |
$73K - $74.1K
|
52.2K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 3.73% |
$111K - $112K
|
63.7K
$2.89M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.13K- 37.81% |
$140K - $142K
|
5.15K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.55K- 28.43% |
$204K - $207K
|
11.5K
$521K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.01K- 3.08% |
$225K - $228K
|
158K
$7.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.76K- 2.71% |
$258K - $262K
|
207K
$9.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.93K- 50.87% |
$266K - $270K
|
5.73K
$261K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.84K- 24.66% |
$307K - $311K
|
20.9K
$950K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.96K- 3.35% |
$312K - $317K
|
201K
$9.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.07K- 42.27% |
$362K - $367K
|
11K
$501K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.07K- 42.27% |
$362K - $367K
|
11K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.9K- 5.97% |
$399K - $405K
|
140K
$6.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.2K- 12.73% |
$500K - $507K
|
76.5K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.3K- 74.59% |
$551K - $559K
|
4.19K
$190K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-19.7K- 64.14% |
$881K - $894K
|
11K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31.4K- 41.17% |
$1.41M - $1.43M
|
44.9K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-32.1K- 16.25% |
$1.44M - $1.46M
|
165K
$7.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-38.1K- 97.12% |
$1.71M - $1.73M
|
1.13K
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.4K- 53.42% |
$2.22M - $2.25M
|
43.1K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-89.5K- 61.24% |
$4.01M - $4.07M
|
56.6K
$2.57M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111K- 83.54% |
$5M - $5.07M
|
22K
$999K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-138K- 75.92% |
$6.18M - $6.27M
|
43.7K
$1.99M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.89M- 58.72% |
$130M - $132M
|
2.04M
$92.5M
|