Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
440KNew |
$19.5M - $20M
|
440K
$20.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
147KNew |
$6.5M - $6.69M
|
147K
$6.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
144K+ 7.6% |
$6.39M - $6.57M
|
2.04M
$93.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
143K+ 719.84% |
$6.31M - $6.49M
|
162K
$7.42M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
123K+ 171.31% |
$5.43M - $5.59M
|
195K
$8.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122K+ 106.47% |
$5.38M - $5.54M
|
236K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87.4KNew |
$3.87M - $3.98M
|
87.4K
$4M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.4K+ 61.41% |
$3.56M - $3.66M
|
211K
$9.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
72.1K+ 18.77% |
$3.19M - $3.28M
|
457K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
69.6KNew |
$3.08M - $3.17M
|
69.6K
$3.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
61.7K+ 96.56% |
$2.73M - $2.81M
|
126K
$5.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
58.6K+ 106.94% |
$2.59M - $2.67M
|
113K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
55.2K+ 529.71% |
$2.44M - $2.51M
|
65.6K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
44.1KNew |
$1.95M - $2.01M
|
44.1K
$2.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
35.5K+ 5.14% |
$1.57M - $1.62M
|
727K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.9K+ 76.0% |
$1.54M - $1.59M
|
80.8K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.2K+ 60.07% |
$1.51M - $1.56M
|
91.1K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.6K+ 415.65% |
$1.31M - $1.35M
|
36.7K
$1.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27.7K+ 626.07% |
$1.23M - $1.26M
|
32.2K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
27.5K+ 40.1% |
$1.22M - $1.25M
|
96.2K
$4.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.2KNew |
$1.16M - $1.19M
|
26.2K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
24.4K+ 144.51% |
$1.08M - $1.11M
|
41.2K
$1.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.5K+ 48.31% |
$1.04M - $1.07M
|
72.2K
$3.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.04M - $1.07M
|
23.4K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
22.5KNew |
$996K - $1.03M
|
22.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$869K - $894K
|
19.6K
$898K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
18.5K+ 5.24% |
$819K - $843K
|
372K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18.5K+ 49.45% |
$818K - $842K
|
55.9K
$2.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 5.11% |
$815K - $838K
|
379K
$17.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$684K - $703K
|
15.5K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
15.3K+ 7.12% |
$675K - $695K
|
230K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.6K+ 37.0% |
$602K - $620K
|
50.4K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.5K+ 110.56% |
$599K - $616K
|
25.8K
$1.18M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.3K+ 15.2% |
$588K - $605K
|
101K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.7K+ 23.76% |
$561K - $577K
|
66.1K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 42.64% |
$495K - $509K
|
37.4K
$1.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
11.1KNew |
$491K - $505K
|
11.1K
$507K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$474K - $488K
|
10.7K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.4KNew |
$459K - $472K
|
10.4K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.35K+ 31.16% |
$414K - $426K
|
39.4K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9K+ 27.32% |
$398K - $409K
|
41.9K
$1.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.58K+ 12.53% |
$379K - $390K
|
77K
$3.52M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.88K+ 33.46% |
$348K - $359K
|
31.4K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
6.79K+ 6.46% |
$300K - $309K
|
112K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.75K+ 135.92% |
$299K - $307K
|
11.7K
$536K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6.69K+ 3.08% |
$296K - $304K
|
224K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.68K+ 7.08% |
$295K - $304K
|
101K
$4.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6.59K+ 31.82% |
$291K - $300K
|
27.3K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
5.79K+ 29.77% |
$256K - $264K
|
25.3K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.77KNew |
$255K - $262K
|
5.77K
$264K
|