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 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.19K+ 16.24% |
$280K - $287K
|
44.3K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.16K+ 30.04% |
$278K - $286K
|
26.7K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.03KNew |
$273K - $280K
|
6.03K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
5.67K+ 10.64% |
$256K - $263K
|
58.9K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 17.38% |
$254K - $261K
|
38K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.49K+ 7.18% |
$248K - $255K
|
81.9K
$3.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.42KNew |
$245K - $252K
|
5.42K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.13K+ 6.99% |
$232K - $238K
|
78.6K
$3.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.05KNew |
$228K - $234K
|
5.05K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.04KNew |
$228K - $234K
|
5.04K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 78.86% |
$226K - $232K
|
11.4K
$517K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.78KNew |
$216K - $222K
|
4.78K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.67KNew |
$211K - $217K
|
4.67K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.66KNew |
$210K - $216K
|
4.66K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.4KNew |
$199K - $204K
|
4.4K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.39KNew |
$198K - $204K
|
4.39K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.39KNew |
$198K - $203K
|
4.39K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.33KNew |
$195K - $201K
|
4.33K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.1K+ 7.84% |
$185K - $190K
|
56.4K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.09K+ 11.29% |
$185K - $190K
|
40.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 42.34% |
$175K - $180K
|
13K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.7K+ 57.69% |
$167K - $172K
|
10.1K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65K+ 27.57% |
$165K - $169K
|
16.9K
$768K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
3.53K+ 71.96% |
$159K - $164K
|
8.43K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 25.89% |
$148K - $152K
|
15.9K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 22.28% |
$129K - $133K
|
15.7K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.77K+ 3.28% |
$125K - $129K
|
87.2K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.74K+ 13.13% |
$124K - $127K
|
23.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.63K+ 27.86% |
$119K - $122K
|
12.1K
$550K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.48K+ 32.27% |
$112K - $115K
|
10.2K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 14.56% |
$91.3K - $93.8K
|
15.9K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.53% |
$87.9K - $90.3K
|
12.5K
$566K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 35.0% |
$79K - $81.2K
|
6.75K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 16.35% |
$78.2K - $80.3K
|
12.3K
$560K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.7K+ 6.9% |
$76.7K - $78.8K
|
26.3K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.73% |
$68K - $69.9K
|
56.6K
$2.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.4KNew |
$63.1K - $64.8K
|
1.4K
$63.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.35K+ 9.77% |
$60.8K - $62.5K
|
15.1K
$688K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.26K+ 3.3% |
$56.7K - $58.3K
|
39.3K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.18K+ 10.86% |
$53.4K - $54.8K
|
12.1K
$548K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.16K+ 21.46% |
$52.6K - $54K
|
6.59K
$299K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
822New |
$37.1K - $38.1K
|
822
$37.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
771New |
$34.8K - $35.8K
|
771
$35K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
646+ 107.31% |
$29.2K - $30K
|
1.25K
$56.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
616+ 0.15% |
$27.8K - $28.6K
|
419K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
596+ 7.34% |
$26.9K - $27.6K
|
8.71K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
558+ 10.15% |
$25.2K - $25.9K
|
6.05K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 8.55% |
$22.6K - $23.2K
|
6.35K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
452+ 5.06% |
$20.4K - $21K
|
9.38K
$427K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
444+ 8.52% |
$20.1K - $20.6K
|
5.65K
$257K
|