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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 30.37% |
$57.6K - $58.4K
|
5.42K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.22K+ 2.75% |
$55.6K - $56.4K
|
45.5K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.17K+ 2.41% |
$53.5K - $54.3K
|
49.9K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09K+ 86.94% |
$49.5K - $50.2K
|
2.33K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
890+ 17.61% |
$40.6K - $41.2K
|
5.95K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
856+ 7.09% |
$39K - $39.6K
|
12.9K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
814+ 7.81% |
$37.1K - $37.6K
|
11.2K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
774+ 4.14% |
$35.3K - $35.8K
|
19.5K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
764New |
$34.8K - $35.3K
|
764
$35.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
710+ 14.87% |
$32.4K - $32.8K
|
5.49K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
693+ 5.66% |
$31.6K - $32.1K
|
12.9K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
688+ 0.48% |
$31.4K - $31.8K
|
144K
$6.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
616+ 5.0% |
$28.1K - $28.5K
|
12.9K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
598+ 6.37% |
$27.3K - $27.7K
|
9.98K
$463K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
555+ 5.18% |
$25.3K - $25.7K
|
11.3K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
519+ 9.91% |
$23.7K - $24K
|
5.76K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509+ 0.3% |
$23.2K - $23.5K
|
172K
$7.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
492+ 9.56% |
$22.4K - $22.8K
|
5.64K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$22.2K - $22.6K
|
488
$22.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
467+ 1.11% |
$21.3K - $21.6K
|
42.5K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
449+ 2.0% |
$20.5K - $20.8K
|
22.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
421+ 6.95% |
$19.2K - $19.5K
|
6.48K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 0.71% |
$18.2K - $18.5K
|
56.8K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
332+ 5.04% |
$15.1K - $15.4K
|
6.92K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
317New |
$14.5K - $14.7K
|
317
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260+ 33.77% |
$11.9K - $12K
|
1.03K
$47.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
251+ 4.63% |
$11.4K - $11.6K
|
5.68K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
248+ 1.99% |
$11.3K - $11.5K
|
12.7K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
218New |
$9.94K - $10.1K
|
218
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210New |
$9.57K - $9.71K
|
210
$9.74K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 25.0% |
$9.12K - $9.25K
|
1K
$46.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
174+ 0.33% |
$7.93K - $8.05K
|
53.1K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
170New |
$7.75K - $7.86K
|
170
$7.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
162New |
$7.39K - $7.49K
|
162
$7.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
129+ 0.74% |
$5.88K - $5.97K
|
17.6K
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
126+ 0.9% |
$5.74K - $5.83K
|
14.1K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
125+ 2.61% |
$5.7K - $5.78K
|
4.91K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
96+ 12.45% |
$4.38K - $4.44K
|
867
$40.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
75+ 1.46% |
$3.42K - $3.47K
|
5.23K
$242K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
72New |
$3.28K - $3.33K
|
72
$3.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.14K - $1.16K
|
25
$1.16K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.14K - $1.16K
|
25
$1.16K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24+ 0.47% |
$1.09K - $1.11K
|
5.16K
$239K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.36% |
$228 - $231
|
1.4K
$65K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$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
$37.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19- -0.0% |
$866 - $879
|
471K
$21.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-61- 0.35% |
$2.78K - $2.82K
|
17.3K
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-143- 1.08% |
$6.52K - $6.61K
|
13.1K
$608K
|