Latest Institutional Transactions on J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd Tr (JIRE) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
940+ 2.82% |
$56.6K - $62.8K
|
34.2K
$2.08M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 0.39% |
$14.2M - $15.7M
|
60.1M
$3.65B
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
31.9KNew |
$1.92M - $2.13M
|
31.9K
$1.94M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$723 - $802
|
12
$730
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99+ 2.14% |
$5.96K - $6.62K
|
4.73K
$288K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
492K+ 21.54% |
$29.6M - $32.9M
|
2.78M
$169M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25.2K+ 20.91% |
$1.52M - $1.68M
|
146K
$8.85M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.08KNew |
$186K - $206K
|
3.08K
$187K
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
595New |
$35.8K - $39.8K
|
595
$36.2K
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
160KNew |
$9.65M - $10.7M
|
160K
$9.74M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.4K+ 9.8% |
$3.16M - $3.5M
|
587K
$35.7M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
135New |
$8.13K - $9.02K
|
135
$8.21K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 30.37% |
$880K - $977K
|
62.7K
$3.81M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
19.9KNew |
$1.2M - $1.33M
|
19.9K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
989New |
$59.6K - $66.1K
|
989
$60.1K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
30.3KNew |
$1.83M - $2.03M
|
30.3K
$1.85M
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-425- 2.13% |
$25.6K - $28.4K
|
19.5K
$1.19M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-254K- 13.95% |
$15.3M - $17M
|
1.57M
$95.4M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
644New |
$38.8K - $43.1K
|
644
$39.2K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.82KNew |
$230K - $255K
|
3.82K
$232K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 12.77% |
$93.9K - $104K
|
13.8K
$837K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.18KNew |
$312K - $346K
|
5.18K
$315K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11K+ 24.83% |
$428K - $475K
|
35.7K
$2.17M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.73K+ 4.17% |
$104K - $116K
|
43.2K
$2.63M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24+ 5.83% |
$1.45K - $1.6K
|
436
$26.5K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.7K+ 4.36% |
$2.99M - $3.32M
|
1.19M
$72.3M
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 1.13% |
$213K - $236K
|
309K
$18.8M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 72.32% |
$125K - $139K
|
4.94K
$301K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13K+ 6.4% |
$782K - $867K
|
216K
$13.1M
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
142New |
$8.56K - $9.49K
|
142
$8.64K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 3.89% |
$616K - $683K
|
273K
$16.6M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.34K- 2.46% |
$382K - $424K
|
251K
$15.3M
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
119+ 0.18% |
$7.17K - $7.96K
|
67.3K
$4.09M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.66K- 46.43% |
$160K - $178K
|
3.07K
$187K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.08K- 1.6% |
$427K - $473K
|
436K
$26.5M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.76K+ 1.76% |
$106K - $118K
|
102K
$6.18M
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
386+ 1.59% |
$23.3K - $25.8K
|
24.6K
$1.5M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
118K+ 13.22% |
$7.1M - $7.87M
|
1.01M
$61.3M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
95New |
$5.72K - $6.35K
|
95
$5.78K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.39K+ 33.67% |
$566K - $628K
|
37.3K
$2.27M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.23K+ 2.04% |
$74.1K - $82.2K
|
61.6K
$3.74M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
31+ 15.66% |
$1.87K - $2.07K
|
229
$13.9K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.47KNew |
$330K - $366K
|
5.47K
$333K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 7.96% |
$234K - $260K
|
52.7K
$3.21M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
204K+ 264.67% |
$12.3M - $13.6M
|
281K
$17.1M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-216- 2.66% |
$13K - $14.4K
|
7.9K
$481K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.43KNew |
$267K - $296K
|
4.43K
$269K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$1.99K - $2.21K
|
33
$2.01K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12K+ 24.47% |
$722K - $801K
|
60.9K
$3.71M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-402- 10.0% |
$24.2K - $26.9K
|
3.62K
$220K
|