Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
622KNew |
$28.4M - $28.8M
|
622K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
588K+ 147.49% |
$26.8M - $27.2M
|
987K
$45.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 39.15% |
$24.6M - $25M
|
1.92M
$88.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456KNew |
$20.8M - $21.1M
|
456K
$21M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
398K+ 425.56% |
$18.2M - $18.4M
|
492K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
325K+ 21.28% |
$14.8M - $15M
|
1.85M
$85.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
311KNew |
$14.2M - $14.4M
|
311K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149K+ 47.49% |
$6.78M - $6.88M
|
462K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
144K+ 8.82% |
$6.58M - $6.68M
|
1.78M
$81.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
139KNew |
$6.35M - $6.44M
|
139K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
132KNew |
$6.02M - $6.11M
|
132K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
126K+ 57.07% |
$5.76M - $5.84M
|
348K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 172.08% |
$4.83M - $4.9M
|
167K
$7.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
97.9K+ 79.98% |
$4.46M - $4.53M
|
220K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
90.9KNew |
$4.14M - $4.2M
|
90.9K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.5K+ 7.2% |
$4.13M - $4.19M
|
1.35M
$62M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
87.7K+ 3.71% |
$4M - $4.06M
|
2.45M
$113M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
81.2KNew |
$3.7M - $3.76M
|
81.2K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73.1K+ 1666.14% |
$3.33M - $3.38M
|
77.5K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.9K+ 1.44% |
$3.23M - $3.28M
|
5M
$230M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
66.1KNew |
$3.01M - $3.06M
|
66.1K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65.6K+ 82.09% |
$2.99M - $3.04M
|
146K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.3K+ 166.72% |
$2.89M - $2.93M
|
101K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.9K+ 8.17% |
$2.87M - $2.91M
|
832K
$38.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
61.6K+ 207.19% |
$2.81M - $2.85M
|
91.4K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
60K+ 90.84% |
$2.73M - $2.77M
|
126K
$5.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
59.6K+ 60.7% |
$2.72M - $2.75M
|
158K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
48K+ 67.28% |
$2.19M - $2.22M
|
119K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47K+ 296.26% |
$2.14M - $2.17M
|
62.9K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45K+ 81.04% |
$2.05M - $2.08M
|
100K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.1K+ 388.44% |
$2.01M - $2.04M
|
55.5K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
41.5K+ 4.7% |
$1.89M - $1.92M
|
925K
$42.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41KNew |
$1.87M - $1.9M
|
41K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.8K+ 99.75% |
$1.77M - $1.79M
|
77.7K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
38.4K+ 5.08% |
$1.75M - $1.78M
|
795K
$36.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$1.68M - $1.71M
|
37K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$1.68M - $1.71M
|
36.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.6KNew |
$1.67M - $1.69M
|
36.6K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36K+ 17.0% |
$1.64M - $1.66M
|
248K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
35.7K+ 13.79% |
$1.63M - $1.65M
|
295K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.7K+ 46.57% |
$1.54M - $1.56M
|
106K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
32.7K+ 22.29% |
$1.49M - $1.51M
|
180K
$8.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.3K+ 10.82% |
$1.43M - $1.45M
|
320K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30.9K+ 10.24% |
$1.41M - $1.43M
|
333K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
29.3K+ 11.73% |
$1.33M - $1.35M
|
279K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28.8K+ 14.89% |
$1.31M - $1.33M
|
222K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
27.7KNew |
$1.26M - $1.28M
|
27.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26.2K+ 4.9% |
$1.19M - $1.21M
|
560K
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26.1KNew |
$1.19M - $1.21M
|
26.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
24.9KNew |
$1.13M - $1.15M
|
24.9K
$1.14M
|