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 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.15K- 7.62% |
$52.6K - $53.3K
|
14K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 25.17% |
$72.5K - $73.5K
|
4.73K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.09K- 8.13% |
$95.3K - $96.7K
|
23.6K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.21K- 25.72% |
$101K - $102K
|
6.38K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.27K- 4.44% |
$104K - $105K
|
48.9K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 4.04% |
$117K - $119K
|
61.1K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 35.47% |
$117K - $119K
|
4.69K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.9K- 15.16% |
$132K - $134K
|
16.2K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.94K- 6.61% |
$134K - $136K
|
41.5K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 24.53% |
$138K - $140K
|
9.3K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 27.72% |
$145K - $147K
|
8.31K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.3K- 3.99% |
$150K - $152K
|
79.2K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.36K- 9.09% |
$153K - $155K
|
33.6K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.7K- 10.63% |
$214K - $217K
|
39.5K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.14K- 41.74% |
$235K - $238K
|
7.18K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.25K- 10.06% |
$239K - $243K
|
46.9K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.28K- 2.61% |
$241K - $244K
|
197K
$9.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 14.6% |
$245K - $249K
|
31.5K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.82K- 18.56% |
$311K - $316K
|
29.9K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.28K- 9.27% |
$332K - $337K
|
71.3K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-8.02K- 5.01% |
$366K - $371K
|
152K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.99K- 15.26% |
$410K - $416K
|
49.9K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10K- 68.0% |
$456K - $462K
|
4.71K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.5K- 13.74% |
$615K - $624K
|
84.7K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 5.85% |
$646K - $655K
|
228K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.9K- 3.54% |
$906K - $919K
|
541K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-20.7K- 63.72% |
$944K - $958K
|
11.8K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.5K- 3.24% |
$1.34M - $1.36M
|
881K
$40.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36.5K- 13.01% |
$1.66M - $1.69M
|
244K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-49.9K- 45.0% |
$2.27M - $2.31M
|
61K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-122K- 97.02% |
$5.57M - $5.65M
|
3.76K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-131K- 81.8% |
$5.99M - $6.08M
|
29.2K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-179K- 96.48% |
$8.14M - $8.26M
|
6.51K
$299K
|