Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.7KNew |
$641K - $672K
|
14.7K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.2KNew |
$623K - $653K
|
14.2K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.4K+ 20.22% |
$585K - $612K
|
79.4K
$3.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
13.1K+ 3.51% |
$572K - $599K
|
385K
$17.7M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
12.5K+ 49.62% |
$549K - $574K
|
37.8K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1KNew |
$530K - $555K
|
12.1K
$555K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$510K - $534K
|
11.7K
$534K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.6K+ 5.1% |
$508K - $532K
|
239K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
11.4KNew |
$501K - $525K
|
11.4K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.3K+ 20.29% |
$495K - $519K
|
67.1K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$478K - $500K
|
10.9K
$500K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
9.89K+ 3.46% |
$433K - $453K
|
296K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.78K+ 8.98% |
$428K - $448K
|
119K
$5.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.72KNew |
$426K - $446K
|
9.72K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.69K+ 19.7% |
$380K - $398K
|
52.8K
$2.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.69KNew |
$380K - $398K
|
8.69K
$398K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.38KNew |
$367K - $384K
|
8.38K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 55.02% |
$359K - $375K
|
23.1K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.99KNew |
$350K - $366K
|
7.99K
$366K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
7.34K+ 47.57% |
$322K - $337K
|
22.8K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.09K+ 4.82% |
$310K - $325K
|
154K
$7.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.48K+ 9.88% |
$284K - $297K
|
72.1K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32KNew |
$277K - $290K
|
6.32K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.19KNew |
$271K - $284K
|
6.19K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.16K+ 31.56% |
$269K - $282K
|
25.7K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.85K+ 14.02% |
$256K - $268K
|
47.6K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.76K+ 9.19% |
$252K - $264K
|
68.4K
$3.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.38K+ 34.81% |
$236K - $247K
|
20.8K
$955K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5K+ 4.48% |
$219K - $229K
|
117K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.88KNew |
$214K - $224K
|
4.88K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.77K+ 13.0% |
$209K - $219K
|
41.5K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.54KNew |
$199K - $208K
|
4.54K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.5KNew |
$197K - $206K
|
4.5K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
4.49KNew |
$196K - $206K
|
4.49K
$206K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4.3K+ 41.44% |
$188K - $197K
|
14.7K
$674K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.06K+ 5.45% |
$178K - $186K
|
78.5K
$3.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.82K+ 0.19% |
$167K - $175K
|
2.05M
$93.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.71K+ 9.63% |
$162K - $170K
|
42.2K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.57K+ 2721.37% |
$156K - $163K
|
3.7K
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.29K+ 0.45% |
$144K - $151K
|
730K
$33.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.19K+ 11.94% |
$140K - $146K
|
29.9K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 43.93% |
$137K - $144K
|
10.3K
$470K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.93K+ 28.23% |
$128K - $134K
|
13.3K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.74K+ 57.18% |
$120K - $126K
|
7.54K
$345K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 0.72% |
$120K - $125K
|
382K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.57K+ 3.61% |
$112K - $118K
|
73.7K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 30.69% |
$106K - $111K
|
10.3K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.11K+ 8.09% |
$92.5K - $96.9K
|
28.2K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.07K+ 7.58% |
$90.5K - $94.8K
|
29.4K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.03K+ 17.32% |
$88.9K - $93.1K
|
13.7K
$630K
|