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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.96K+ 9.34% |
$85.6K - $89.6K
|
22.9K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7K+ 258.03% |
$74.6K - $78.1K
|
2.36K
$107K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63K+ 17.55% |
$71.2K - $74.6K
|
10.9K
$495K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.12K+ 2.17% |
$49.1K - $51.4K
|
52.8K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.06K+ 7.53% |
$46.2K - $48.4K
|
15.1K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
882+ 6.33% |
$38.6K - $40.4K
|
14.8K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
831New |
$36.4K - $38.1K
|
831
$37.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
800New |
$35K - $36.7K
|
800
$36.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
770New |
$33.7K - $35.3K
|
770
$35K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
637+ 5.74% |
$27.9K - $29.2K
|
11.7K
$533K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
625+ 4.04% |
$27.4K - $28.7K
|
16.1K
$731K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
574+ 0.75% |
$25.1K - $26.3K
|
77.6K
$3.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
531+ 5.49% |
$23.2K - $24.3K
|
10.2K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
484+ 1.85% |
$21.2K - $22.2K
|
26.6K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
472New |
$20.7K - $21.6K
|
472
$21.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
450+ 12.0% |
$19.7K - $20.6K
|
4.2K
$191K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
423+ 8.5% |
$18.5K - $19.4K
|
5.4K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
344+ 104.56% |
$15.1K - $15.8K
|
673
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 4.21% |
$9.85K - $10.3K
|
5.56K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
220+ 0.43% |
$9.63K - $10.1K
|
51.1K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
219+ 3.83% |
$9.59K - $10K
|
5.93K
$270K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
151+ 0.13% |
$6.61K - $6.92K
|
114K
$5.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 1.34% |
$2.32K - $2.43K
|
3.99K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
31+ 0.67% |
$1.36K - $1.42K
|
4.63K
$210K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$1.18K - $1.24K
|
27
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.6% |
$613 - $642
|
890
$40.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-19- 0.22% |
$832 - $871
|
8.57K
$390K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-190- 3.97% |
$8.32K - $8.71K
|
4.59K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-221- 0.65% |
$9.68K - $10.1K
|
33.9K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-232- 0.65% |
$10.2K - $10.6K
|
35.4K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-410- 7.26% |
$17.9K - $18.8K
|
5.24K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-450- 5.01% |
$19.7K - $20.6K
|
8.53K
$388K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-558- 9.67% |
$24.4K - $25.6K
|
5.21K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-730- 6.29% |
$32K - $33.5K
|
10.9K
$494K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-789- 14.64% |
$34.5K - $36.2K
|
4.6K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.52K- 71.27% |
$66.5K - $69.6K
|
612
$27.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.58K- 5.03% |
$69.2K - $72.5K
|
29.9K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 2.49% |
$77.4K - $81.1K
|
69.2K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.82K- 39.56% |
$79.5K - $83.2K
|
2.78K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 1.97% |
$83.9K - $87.8K
|
95.2K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.31K- 32.4% |
$101K - $106K
|
4.81K
$219K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.58K- 1.15% |
$113K - $118K
|
222K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.2K- 6.32% |
$140K - $146K
|
47.4K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.69K- 13.73% |
$162K - $169K
|
23.2K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.81K- 3.96% |
$167K - $175K
|
92.4K
$4.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.93K- 19.12% |
$172K - $180K
|
16.6K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.66K- 2.03% |
$204K - $213K
|
225K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.58K- 45.74% |
$244K - $256K
|
6.62K
$301K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-6.94K- 19.83% |
$304K - $318K
|
28K
$1.27M
|