Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
360KNew |
$15.9M - $16.9M
|
360K
$16.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67.3KNew |
$2.97M - $3.17M
|
67.3K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
53.8KNew |
$2.38M - $2.53M
|
53.8K
$2.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27.5K+ 12.29% |
$1.22M - $1.3M
|
252K
$11.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
22.6KNew |
$1M - $1.07M
|
22.6K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$937K - $998K
|
21.2K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.4K+ 279.3% |
$815K - $868K
|
25K
$1.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 60.64% |
$591K - $629K
|
35.4K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$382K - $407K
|
8.64K
$395K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.55K+ 38.38% |
$378K - $402K
|
30.8K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.36KNew |
$281K - $299K
|
6.36K
$291K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.92K+ 50.45% |
$262K - $279K
|
17.6K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.62KNew |
$248K - $264K
|
5.62K
$257K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.62KNew |
$248K - $264K
|
5.62K
$257K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
5.12K+ 7.66% |
$227K - $241K
|
72K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.3K+ 26.47% |
$146K - $155K
|
15.8K
$721K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.94KNew |
$130K - $138K
|
2.94K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.81% |
$94.8K - $101K
|
33.6K
$1.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.1K+ 42.59% |
$92.8K - $98.8K
|
7.02K
$321K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 9.89% |
$83.3K - $88.7K
|
20.9K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4K+ 3.13% |
$61.8K - $65.8K
|
46.1K
$2.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.29K+ 20.24% |
$57K - $60.7K
|
7.66K
$350K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$39.8K - $42.4K
|
900
$41.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
744+ 57.9% |
$32.9K - $35K
|
2.03K
$92.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
622+ 9.64% |
$27.5K - $29.3K
|
7.08K
$323K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
450+ 141.51% |
$19.9K - $21.2K
|
768
$35.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
255+ 3.08% |
$11.3K - $12K
|
8.54K
$390K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
130New |
$5.75K - $6.12K
|
130
$5.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
54New |
$2.39K - $2.54K
|
54
$2.47K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-666- 4.78% |
$29.5K - $31.4K
|
13.3K
$606K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.66K- 7.34% |
$73.5K - $78.2K
|
21K
$959K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.04K- 18.13% |
$90K - $95.8K
|
9.19K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.54K- 0.74% |
$112K - $119K
|
342K
$15.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-28.2K- 36.04% |
$1.25M - $1.33M
|
50K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-423K- 26.36% |
$18.7M - $19.9M
|
1.18M
$54M
|