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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
438+ 75.39% |
$19.8K - $20.3K
|
1.02K
$46.3K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
281+ 0.67% |
$12.7K - $13K
|
42K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238New |
$10.8K - $11K
|
238
$10.8K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
231+ 4.7% |
$10.4K - $10.7K
|
5.15K
$234K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
218+ 1.81% |
$9.85K - $10.1K
|
12.2K
$557K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
110+ 1.77% |
$4.97K - $5.1K
|
6.32K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 1.34% |
$2.48K - $2.55K
|
4.16K
$189K
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$205K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27+ 0.53% |
$1.22K - $1.25K
|
5.13K
$233K
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.03% |
$903 - $928
|
63.7K
$2.9M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$407 - $418
|
1.48K
$67.2K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.44% |
$226 - $232
|
210
$9.55K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.2 - $46.4
|
1
$45.5
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.2 - $46.4
|
14K
$635K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-123- 1.17% |
$5.56K - $5.71K
|
10.4K
$472K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-154- 0.43% |
$6.96K - $7.14K
|
35.4K
$1.61M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-195- 2.45% |
$8.81K - $9.05K
|
7.77K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 2.28% |
$13K - $13.3K
|
12.3K
$560K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-317- 0.65% |
$14.3K - $14.7K
|
48.7K
$2.22M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-373- 0.45% |
$16.8K - $17.3K
|
82.5K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-389- 2.19% |
$17.6K - $18K
|
17.4K
$790K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-425- 1.06% |
$19.2K - $19.7K
|
39.7K
$1.8M
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-708- 13.75% |
$32K - $32.8K
|
4.44K
$202K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-825- 13.81% |
$37.3K - $38.3K
|
5.15K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-864- 1.91% |
$39K - $40.1K
|
44.4K
$2.02M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-944- 16.47% |
$42.6K - $43.8K
|
4.79K
$218K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-984- 16.29% |
$44.4K - $45.6K
|
5.06K
$230K
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-986- 0.69% |
$44.5K - $45.7K
|
142K
$6.44M
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.02K- 1.96% |
$46.2K - $47.4K
|
51.2K
$2.33M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.03K- 2.72% |
$46.4K - $47.6K
|
36.8K
$1.67M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 99.03% |
$50.5K - $51.9K
|
11
$500
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 54.23% |
$53.5K - $55K
|
1K
$45.5K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.22K- 4.52% |
$54.9K - $56.4K
|
25.7K
$1.17M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.26K- 3.55% |
$57.1K - $58.6K
|
34.3K
$1.56M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.33K- 9.12% |
$60.1K - $61.7K
|
13.3K
$603K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.86K- 8.84% |
$83.9K - $86.1K
|
19.1K
$870K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.07K- 1.35% |
$93.3K - $95.8K
|
151K
$6.87M
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.07K- 8.88% |
$93.4K - $95.9K
|
21.2K
$965K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.41K- 21.9% |
$109K - $112K
|
8.58K
$390K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.99K- 8.05% |
$135K - $139K
|
34.1K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.65K- 6.45% |
$165K - $170K
|
53K
$2.41M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.78K- 26.61% |
$171K - $175K
|
10.4K
$474K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.87K- 33.72% |
$175K - $179K
|
7.6K
$345K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.66K- 2.25% |
$210K - $216K
|
203K
$9.21M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.27K- 33.09% |
$328K - $337K
|
14.7K
$668K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.98K- 17.76% |
$360K - $370K
|
36.9K
$1.68M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-18.4K- 3.77% |
$833K - $855K
|
471K
$21.4M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-25K- 13.48% |
$1.13M - $1.16M
|
160K
$7.28M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.2K- 63.2% |
$1.23M - $1.26M
|
15.9K
$721K
|