Purchases and Sales Made in Q3 2023 in J P Morgan Exchange Traded Fd (JPIE)

JPIE Quotes by TradingView

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 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
5.71K
New
$253K - $260K
5.71K $260K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.5K
+ 5.32%
$243K - $250K
109K $4.95M
Oct 31, 2023 Q3 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
5.46K
+ 26.42%
$241K - $248K
26.1K $1.19M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
5.39K
New
$238K - $245K
5.39K $245K
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.34K
New
$236K - $243K
5.34K $243K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
4.91K
+ 46.67%
$217K - $223K
15.4K $702K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
4.88K
+ 2.19%
$216K - $222K
228K $10.3M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.81K
New
$213K - $219K
4.81K $219K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.79K
New
$212K - $218K
4.79K $218K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
4.72K
New
$208K - $215K
4.72K $214K
Nov 08, 2023 Q3 2023
Herold Advisors, Inc.

BUY
 -
4.59K
+ 13.54%
$203K - $209K
38.5K $1.75M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
3.94K
New
$174K - $179K
3.94K $179K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
3.74K
+ 16.25%
$165K - $170K
26.8K $1.22M
Oct 27, 2023 Q3 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
3.55K
+ 29.81%
$157K - $162K
15.5K $703K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.55K
+ 34.17%
$157K - $161K
13.9K $633K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
2.65K
+ 21.62%
$117K - $120K
14.9K $677K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.54K
+ 478.01%
$112K - $116K
3.08K $140K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
2.51K
+ 41.36%
$111K - $114K
8.59K $391K
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

BUY
 -
2.28K
+ 13.26%
$101K - $104K
19.5K $887K
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
2K
+ 16.6%
$88.2K - $90.8K
14K $637K
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

BUY
 -
1.9K
+ 5.88%
$83.9K - $86.4K
34.2K $1.55M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.88K
+ 9.89%
$83.3K - $85.7K
20.9K $951K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.76K
+ 4.84%
$77.7K - $80K
38.1K $1.73M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.51K
+ 23.7%
$66.8K - $68.7K
7.88K $358K
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.45K
+ 2.89%
$64.2K - $66K
51.6K $2.35M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
1.37K
+ 23.88%
$60.8K - $62.5K
7.13K $324K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.26K
+ 4.92%
$55.8K - $57.4K
26.9K $1.22M
Oct 17, 2023 Q3 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
862
+ 1.19%
$38.1K - $39.2K
73.6K $3.34M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
789
+ 6.92%
$34.9K - $35.9K
12.2K $554K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
738
+ 1.05%
$32.6K - $33.6K
71.1K $3.23M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
705
+ 9.71%
$31.2K - $32.1K
7.96K $362K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
694
New
$30.7K - $31.6K
694 $31.5K
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
657
+ 1.65%
$29.1K - $29.9K
40.6K $1.84M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
579
+ 0.38%
$25.6K - $26.3K
154K $6.98M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
571
+ 1.39%
$25.2K - $26K
41.7K $1.9M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
544
+ 0.98%
$24.1K - $24.8K
55.8K $2.54M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
481
+ 0.5%
$21.3K - $21.9K
97.1K $4.42M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
401
+ 0.79%
$17.7K - $18.2K
50.9K $2.31M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
342
+ 0.55%
$15.1K - $15.6K
62.6K $2.85M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
329
+ 4.84%
$14.5K - $15K
7.12K $324K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
253
+ 5.35%
$11.2K - $11.5K
4.98K $226K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
253
+ 41.21%
$11.2K - $11.5K
867 $39.4K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
195
+ 0.96%
$8.62K - $8.87K
20.5K $934K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
184
New
$8.14K - $8.37K
184 $8.36K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
131
New
$5.79K - $5.96K
131 $5.96K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
100
New
$4.42K - $4.55K
100 $4.55K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
88
+ 1.95%
$3.89K - $4K
4.59K $209K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
84
New
$3.71K - $3.82K
84 $3.82K
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
30
+ 0.31%
$1.33K - $1.37K
9.68K $440K

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