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 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.6K+ 78.67% |
$1.2M - $1.23M
|
60.4K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26K+ 25.32% |
$1.17M - $1.2M
|
129K
$5.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.3K+ 122.03% |
$1.1M - $1.13M
|
44.3K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23.5K+ 14.36% |
$1.06M - $1.09M
|
187K
$8.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23KNew |
$1.04M - $1.07M
|
23K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.5KNew |
$1.02M - $1.04M
|
22.5K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$1.01M - $1.03M
|
22.3K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.1K+ 99.72% |
$997K - $1.02M
|
44.2K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
21.3K+ 5.99% |
$961K - $987K
|
376K
$17.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.6K+ 7.81% |
$931K - $956K
|
285K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
19.9K+ 11.48% |
$901K - $925K
|
194K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$900K - $924K
|
19.9K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
19K+ 3.17% |
$860K - $883K
|
620K
$28.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.7KNew |
$845K - $868K
|
18.7K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.7K+ 39.5% |
$844K - $867K
|
66K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.7K+ 13.13% |
$842K - $865K
|
161K
$7.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.5K+ 13.25% |
$834K - $857K
|
158K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$791K - $812K
|
17.5K
$796K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.5K+ 6.55% |
$789K - $811K
|
284K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
16.2KNew |
$733K - $753K
|
16.2K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
16.1K+ 18.14% |
$728K - $748K
|
105K
$4.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
14.1K+ 18.68% |
$635K - $652K
|
89.3K
$4.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
14KNew |
$633K - $650K
|
14K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 10.63% |
$621K - $638K
|
143K
$6.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.7K+ 56.99% |
$620K - $637K
|
37.8K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13.7K+ 16.71% |
$617K - $633K
|
95.4K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.6K+ 4.93% |
$613K - $629K
|
289K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
12.3KNew |
$557K - $572K
|
12.3K
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.9K+ 7.48% |
$538K - $552K
|
171K
$7.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.8K+ 11.93% |
$534K - $548K
|
111K
$5.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
11.4K+ 3.78% |
$515K - $529K
|
313K
$14.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11K+ 8.11% |
$498K - $511K
|
147K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
11K+ 69.26% |
$496K - $509K
|
26.8K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 10.88% |
$481K - $494K
|
108K
$4.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.4K+ 6.51% |
$471K - $484K
|
171K
$7.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 5.18% |
$471K - $483K
|
212K
$9.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.3K+ 23.65% |
$467K - $480K
|
54.1K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.95K+ 5.68% |
$449K - $461K
|
185K
$8.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9.32K+ 2.74% |
$421K - $432K
|
349K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.23K+ 10.37% |
$417K - $428K
|
98.2K
$4.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.69K+ 10.77% |
$393K - $403K
|
89.4K
$4.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.4K+ 168.0% |
$379K - $390K
|
13.4K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.86KNew |
$355K - $364K
|
7.86K
$357K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
7.76KNew |
$350K - $360K
|
7.76K
$353K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.7K+ 20.69% |
$348K - $357K
|
44.9K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.52K+ 20.29% |
$339K - $349K
|
44.6K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.27KNew |
$328K - $337K
|
7.27K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 20.3% |
$281K - $289K
|
36.9K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.22K+ 21.18% |
$281K - $289K
|
35.6K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.2KNew |
$280K - $288K
|
6.2K
$282K
|