Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JPIE)

JPIE Quotes by TradingView

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 16, 2025 Q4 2024
La Fleur & Godfrey LLC

BUY
 -
856
+ 7.09%
$39K - $39.6K
12.9K $591K
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
BUY
 -
814
+ 7.81%
$37.1K - $37.6K
11.2K $514K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
774
+ 4.14%
$35.3K - $35.8K
19.5K $890K
Jan 29, 2025 Q4 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
764
New
$34.8K - $35.3K
764 $34.9K
Jan 23, 2025 Q4 2024
Penney Financial, LLC

Houston, TX
BUY
 -
710
+ 14.87%
$32.4K - $32.8K
5.49K $251K
Jan 29, 2025 Q4 2024
Walkner Condon Financial Advisors LLC

BUY
 -
693
+ 5.66%
$31.6K - $32.1K
12.9K $592K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
688
+ 0.48%
$31.4K - $31.8K
144K $6.57M
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
616
+ 5.0%
$28.1K - $28.5K
12.9K $591K
Jan 30, 2025 Q4 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
598
+ 6.37%
$27.3K - $27.7K
9.98K $456K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
519
+ 9.91%
$23.7K - $24K
5.76K $263K
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
 -
488
New
$22.2K - $22.6K
488 $22.3K
Feb 14, 2025 Q4 2024
Herold Advisors, Inc.

BUY
 -
467
+ 1.11%
$21.3K - $21.6K
42.5K $1.94M
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
449
+ 2.0%
$20.5K - $20.8K
22.9K $1.05M
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
421
+ 6.95%
$19.2K - $19.5K
6.48K $296K
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 $316K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
317
New
$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 $47.1K
Jan 27, 2025 Q4 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
251
+ 4.63%
$11.4K - $11.6K
5.68K $259K
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
248
+ 1.99%
$11.3K - $11.5K
12.7K $581K
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
218
New
$9.94K - $10.1K
218 $9.96K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
210
New
$9.57K - $9.71K
210 $9.6K
Jan 27, 2025 Q4 2024
Iron Horse Wealth Management, LLC

BUY
 -
200
+ 25.0%
$9.12K - $9.25K
1K $45.7K
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 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
170
New
$7.75K - $7.86K
170 $7.77K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
162
New
$7.39K - $7.49K
162 $7.41K
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
129
+ 0.74%
$5.88K - $5.97K
17.6K $806K
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
126
+ 0.9%
$5.74K - $5.83K
14.1K $647K
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 $39.6K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
75
+ 1.46%
$3.42K - $3.47K
5.23K $239K
Apr 11, 2025 Q4 2024
Principia Wealth Advisory, LLC

Dallas, TX
BUY
 -
72
New
$3.28K - $3.33K
72 $3.29K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
25
New
$1.14K - $1.16K
25 $1.14K
Feb 13, 2025 Q4 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
24
+ 0.47%
$1.09K - $1.11K
5.16K $236K
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5
+ 0.36%
$228 - $231
1.4K $64.1K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
Closed
$45.6 - $46.3
0 $0
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 $21.5M
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
SELL
 -
-61
- 0.35%
$2.78K - $2.82K
17.3K $792K
Feb 07, 2025 Q4 2024
Avantax Planning Partners, Inc.

SELL
 -
-143
- 1.08%
$6.52K - $6.61K
13.1K $600K
Feb 07, 2025 Q4 2024
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-151
- 1.46%
$6.88K - $6.98K
10.2K $467K
Feb 14, 2025 Q4 2024
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-160
- 15.7%
$7.29K - $7.4K
859 $39.3K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-168
- 1.0%
$7.66K - $7.77K
16.7K $764K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

SELL
 -
-191
- 12.91%
$8.71K - $8.83K
1.29K $58.9K
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 $386K
Jan 27, 2025 Q4 2024
John W. Brooker & Co., Cp As

SELL
 -
-513
- 2.42%
$23.4K - $23.7K
20.7K $947K

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