Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.89M+ 142.25% |
$131M - $134M
|
4.93M
$225M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
770KNew |
$34.8M - $35.7M
|
770K
$35.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
620KNew |
$28M - $28.8M
|
620K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 64.4% |
$24.4M - $25.1M
|
1.38M
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
482K+ 62.27% |
$21.8M - $22.4M
|
1.26M
$57.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 26.06% |
$14.3M - $14.6M
|
1.53M
$69.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
302KNew |
$13.6M - $14M
|
302K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
165K+ 662.22% |
$7.45M - $7.65M
|
190K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
153K+ 144.02% |
$6.9M - $7.09M
|
259K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
146K+ 37.53% |
$6.58M - $6.76M
|
534K
$24.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
126K+ 16.58% |
$5.67M - $5.83M
|
883K
$40.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
125K+ 1686.06% |
$5.63M - $5.78M
|
132K
$6.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
112K+ 4.95% |
$5.04M - $5.18M
|
2.37M
$108M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107K+ 13.38% |
$4.85M - $4.99M
|
911K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 1731.07% |
$4.54M - $4.67M
|
106K
$4.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
98.1KNew |
$4.43M - $4.55M
|
98.1K
$4.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.5K+ 6.33% |
$4.4M - $4.52M
|
1.64M
$74.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85.3K+ 1035.51% |
$3.86M - $3.96M
|
93.6K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
78.5K+ 22.06% |
$3.55M - $3.64M
|
434K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.3K+ 16.22% |
$3.54M - $3.63M
|
561K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
76.8K+ 46.43% |
$3.47M - $3.56M
|
242K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.1K+ 48.06% |
$3.44M - $3.53M
|
234K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74.5K+ 1361.75% |
$3.36M - $3.45M
|
79.9K
$3.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.9K+ 43.07% |
$3.29M - $3.38M
|
242K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
71.3KNew |
$3.22M - $3.31M
|
71.3K
$3.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.9K+ 44.3% |
$3.07M - $3.15M
|
221K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
67.9K+ 29.0% |
$3.07M - $3.15M
|
302K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
67K+ 9.72% |
$3.03M - $3.11M
|
757K
$34.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
62.5KNew |
$2.82M - $2.9M
|
62.5K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60.8KNew |
$2.75M - $2.82M
|
60.8K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 17.18% |
$2.64M - $2.71M
|
399K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 39.56% |
$2.5M - $2.57M
|
195K
$8.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52.2KNew |
$2.36M - $2.42M
|
52.2K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.5K+ 261.03% |
$2.01M - $2.06M
|
61.5K
$2.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43.4K+ 3004.84% |
$1.96M - $2.01M
|
44.9K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42.6K+ 21.1% |
$1.93M - $1.98M
|
245K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.8K+ 252.48% |
$1.8M - $1.84M
|
55.5K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.9KNew |
$1.76M - $1.8M
|
38.9K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
38.1K+ 26.13% |
$1.72M - $1.77M
|
184K
$8.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.2K+ 22.51% |
$1.64M - $1.68M
|
197K
$9.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34.9KNew |
$1.58M - $1.62M
|
34.9K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8K+ 35.19% |
$1.48M - $1.52M
|
126K
$5.76M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.5KNew |
$1.47M - $1.51M
|
32.5K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.3K+ 12.57% |
$1.41M - $1.45M
|
280K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
29.1KNew |
$1.32M - $1.35M
|
29.1K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 66.53% |
$1.31M - $1.34M
|
72.3K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
27.1K+ 12.17% |
$1.22M - $1.26M
|
250K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.6K+ 78.67% |
$1.2M - $1.23M
|
60.4K
$2.76M
|