Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JGRO)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JGRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.83K+ 21.87% |
N/A
|
54.8K
$0
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.37K- 30.39% |
N/A
|
5.44K
$0
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
170New |
N/A
|
170
$0
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
300+ 1.21% |
N/A
|
25K
$0
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.33K- 19.6% |
N/A
|
5.44K
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
830New |
N/A
|
830
$0
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
870New |
N/A
|
870
$0
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8New |
N/A
|
8
$0
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
143K+ 166.99% |
N/A
|
228K
$0
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$0
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
124New |
N/A
|
124
$0
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-54- 4.15% |
N/A
|
1.25K
$0
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
37New |
N/A
|
37
$0
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
472New |
N/A
|
472
$0
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
261New |
N/A
|
261
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
90.5KNew |
N/A
|
90.5K
$0
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.08KNew |
N/A
|
5.08K
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
37New |
N/A
|
37
$0
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.37KNew |
N/A
|
7.37K
$0
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
133KNew |
N/A
|
133K
$0
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
45KNew |
N/A
|
45K
$0
|