Purchases and Sales Made in Q4 2023 in J P Morgan Exchange Traded Fd (JPRE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPRE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
763K+ 14.05% |
$28.3M - $34.7M
|
6.19M
$296M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$1.2M - $1.48M
|
32.5K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
25.5K+ 79671.88% |
$946K - $1.16M
|
25.5K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.78KNew |
$326K - $399K
|
8.78K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.42KNew |
$275K - $338K
|
7.42K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.06K+ 44.94% |
$262K - $321K
|
22.8K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.74K+ 107.95% |
$250K - $306K
|
13K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.1K+ 28.99% |
$189K - $232K
|
22.7K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3K+ 183.03% |
$111K - $136K
|
4.64K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.08K+ 6.62% |
$39.9K - $49K
|
17.3K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
425New |
$15.8K - $19.3K
|
425
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
173+ 0.4% |
$6.42K - $7.87K
|
42.9K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
52New |
$1.93K - $2.36K
|
52
$2.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.83% |
$74.2 - $90.9
|
244
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.08% |
$37.1 - $45.5
|
1.22K
$58.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-326- 78.18% |
$12.1K - $14.8K
|
91
$4.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-517- 6.56% |
$19.2K - $23.5K
|
7.36K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.28K- 56.76% |
$47.5K - $58.2K
|
976
$46.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.58K- 26.16% |
$58.5K - $71.7K
|
4.45K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.25K- 20.98% |
$83.5K - $102K
|
8.47K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.3K- 65.29% |
$85.3K - $105K
|
1.22K
$58.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.28K- 98.07% |
$307K - $376K
|
163
$7.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.61K- 85.67% |
$357K - $437K
|
1.61K
$76.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-546K- 8.1% |
$20.2M - $24.8M
|
6.19M
$296M
|