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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 39.15% |
$24.6M - $25M
|
1.92M
$88.2M
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
139KNew |
$6.35M - $6.44M
|
139K
$6.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 172.08% |
$4.83M - $4.9M
|
167K
$7.68M
|
|
|
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
$4.17M
|
|
|
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
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73.1K+ 1666.14% |
$3.33M - $3.38M
|
77.5K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.3K+ 166.72% |
$2.89M - $2.93M
|
101K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.9K+ 8.17% |
$2.87M - $2.91M
|
832K
$38.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
60K+ 90.84% |
$2.73M - $2.77M
|
126K
$5.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
59.6K+ 60.7% |
$2.72M - $2.75M
|
158K
$7.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
41.5K+ 4.7% |
$1.89M - $1.92M
|
925K
$42.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41KNew |
$1.87M - $1.9M
|
41K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
38.4K+ 5.08% |
$1.75M - $1.78M
|
795K
$36.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$1.68M - $1.71M
|
37K
$1.7M
|
|
|
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 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
32.7K+ 22.29% |
$1.49M - $1.51M
|
180K
$8.24M
|
|
|
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
$25.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23.9K+ 25.11% |
$1.09M - $1.11M
|
119K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
23.2K+ 61.36% |
$1.06M - $1.07M
|
61K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
22.5K+ 36.01% |
$1.03M - $1.04M
|
85.1K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.4K+ 353.45% |
$1.02M - $1.04M
|
28.8K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.2K+ 7.82% |
$1.01M - $1.03M
|
306K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 5.94% |
$947K - $961K
|
370K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
19.9K+ 256.38% |
$907K - $920K
|
27.6K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
18.7KNew |
$852K - $865K
|
18.7K
$858K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 4.31% |
$824K - $835K
|
437K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.5KNew |
$754K - $764K
|
16.5K
$759K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16.4KNew |
$747K - $758K
|
16.4K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
16K+ 4.25% |
$730K - $741K
|
392K
$18M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$695K - $705K
|
15.3K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.9K+ 5.23% |
$678K - $688K
|
299K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.5K+ 7.77% |
$662K - $672K
|
201K
$9.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.4KNew |
$610K - $619K
|
13.4K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12.1K+ 8.02% |
$552K - $560K
|
163K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.1K+ 258.18% |
$550K - $558K
|
16.7K
$768K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.9KNew |
$545K - $553K
|
11.9K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 5.63% |
$506K - $513K
|
208K
$9.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.5K+ 36.01% |
$478K - $485K
|
39.6K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.3KNew |
$470K - $476K
|
10.3K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.04K+ 14.96% |
$412K - $418K
|
69.5K
$3.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 22.49% |
$350K - $355K
|
41.8K
$1.92M
|