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 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
693+ 5.66% |
$31.6K - $32.1K
|
12.9K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
688+ 0.48% |
$31.4K - $31.8K
|
144K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
616+ 5.0% |
$28.1K - $28.5K
|
12.9K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
598+ 6.37% |
$27.3K - $27.7K
|
9.98K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
519+ 9.91% |
$23.7K - $24K
|
5.76K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509+ 0.3% |
$23.2K - $23.5K
|
172K
$7.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
492+ 9.56% |
$22.4K - $22.8K
|
5.64K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$22.2K - $22.6K
|
488
$22.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
449+ 2.0% |
$20.5K - $20.8K
|
22.9K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 0.71% |
$18.2K - $18.5K
|
56.8K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
332+ 5.04% |
$15.1K - $15.4K
|
6.92K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
317New |
$14.5K - $14.7K
|
317
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260+ 33.77% |
$11.9K - $12K
|
1.03K
$47.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
251+ 4.63% |
$11.4K - $11.6K
|
5.68K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
248+ 1.99% |
$11.3K - $11.5K
|
12.7K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
218New |
$9.94K - $10.1K
|
218
$9.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210New |
$9.57K - $9.71K
|
210
$9.62K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 25.0% |
$9.12K - $9.25K
|
1K
$45.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
174+ 0.33% |
$7.93K - $8.05K
|
53.1K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
126+ 0.9% |
$5.74K - $5.83K
|
14.1K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
125+ 2.61% |
$5.7K - $5.78K
|
4.91K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
96+ 12.45% |
$4.38K - $4.44K
|
867
$39.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
75+ 1.46% |
$3.42K - $3.47K
|
5.23K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.14K - $1.16K
|
25
$1.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 1.09% |
$410 - $416
|
813
$37.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19- -0.0% |
$866 - $879
|
471K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-143- 1.08% |
$6.52K - $6.61K
|
13.1K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-151- 1.46% |
$6.88K - $6.98K
|
10.2K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-168- 1.0% |
$7.66K - $7.77K
|
16.7K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-191- 12.91% |
$8.71K - $8.83K
|
1.29K
$59K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-227- 0.58% |
$10.3K - $10.5K
|
39.1K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-260- 2.98% |
$11.9K - $12K
|
8.45K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-513- 2.42% |
$23.4K - $23.7K
|
20.7K
$949K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-602- 3.71% |
$27.4K - $27.8K
|
15.6K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-662- 13.11% |
$30.2K - $30.6K
|
4.39K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-744- 4.68% |
$33.9K - $34.4K
|
15.2K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 4.39% |
$47.3K - $48K
|
22.6K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 25.17% |
$72.5K - $73.5K
|
4.73K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.09K- 8.13% |
$95.3K - $96.7K
|
23.6K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.21K- 25.72% |
$101K - $102K
|
6.38K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.27K- 4.44% |
$104K - $105K
|
48.9K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 4.04% |
$117K - $119K
|
61.1K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 27.72% |
$145K - $147K
|
8.31K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.3K- 3.99% |
$150K - $152K
|
79.2K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.36K- 9.09% |
$153K - $155K
|
33.6K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.14K- 41.74% |
$235K - $238K
|
7.18K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.25K- 10.06% |
$239K - $243K
|
46.9K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.28K- 2.61% |
$241K - $244K
|
197K
$9.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.82K- 18.56% |
$311K - $316K
|
29.9K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.28K- 9.27% |
$332K - $337K
|
71.3K
$3.27M
|