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 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.1KNew |
$3.56M - $3.95M
|
59.1K
$4.26M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
25New |
$1.51K - $1.67K
|
25
$1.8K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
608+ 11.4% |
$36.6K - $40.6K
|
5.94K
$428K
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
76.3KNew |
$4.6M - $5.1M
|
76.3K
$5.5M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.9K- 99.83% |
$1.92M - $2.14M
|
53
$3.82K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.25KNew |
$256K - $284K
|
4.25K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17KNew |
$1.03M - $1.14M
|
17K
$1.23M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
595New |
$35.8K - $39.8K
|
595
$42.9K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.82KNew |
$230K - $255K
|
3.82K
$275K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
644New |
$38.8K - $43.1K
|
644
$46.4K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24+ 5.83% |
$1.45K - $1.6K
|
436
$31.4K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
142New |
$8.56K - $9.49K
|
142
$10.2K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.5K+ 6503.79% |
$3.82M - $4.24M
|
64.5K
$4.65M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$1.99K - $2.21K
|
33
$2.38K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.3K+ 32.3% |
$3.27M - $3.63M
|
223K
$16M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.9K+ 416.64% |
$1.62M - $1.8M
|
33.4K
$2.4M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$1.39K - $1.54K
|
23
$1.66K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
73New |
$4.4K - $4.88K
|
73
$5.26K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
60New |
$3.62K - $4.01K
|
60
$4.32K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
231KNew |
$13.8M - $14.9M
|
231K
$16.6M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.82K+ 0.81% |
$109K - $118K
|
226K
$16.3M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.21K+ 17.9% |
$72.2K - $77.8K
|
7.95K
$573K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
995New |
$59.6K - $64.2K
|
995
$71.7K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.15K- 96.55% |
$68.8K - $74.2K
|
41
$2.95K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-413- 20.43% |
$24.7K - $26.7K
|
1.61K
$116K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
167New |
$10K - $10.8K
|
167
$12K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.91KNew |
$234K - $252K
|
3.91K
$281K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.38K+ 15.2% |
$143K - $154K
|
18.1K
$1.3M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
422New |
$25.3K - $27.2K
|
422
$30.4K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$120 - $129
|
2
$144
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.12KNew |
$486K - $524K
|
8.12K
$585K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45New |
$2.69K - $2.9K
|
45
$3.24K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.7K+ 337.82% |
$3.45M - $3.82M
|
78.6K
$5.67M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.1K+ 25.23% |
$2.34M - $2.59M
|
204K
$14.7M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.72KNew |
$212K - $234K
|
3.72K
$268K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.65KNew |
$434K - $481K
|
7.65K
$551K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
62New |
$3.52K - $3.9K
|
62
$4.47K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28New |
$1.59K - $1.76K
|
28
$2.02K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.88KNew |
$164K - $181K
|
2.88K
$208K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69New |
$3.92K - $4.34K
|
69
$4.97K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$259K - $287K
|
4.57K
$329K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-220K- 94.94% |
$11.5M - $13.1M
|
11.8K
$847K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
473New |
$24.7K - $28K
|
473
$34.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
795New |
$41.5K - $47.1K
|
795
$57.3K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
423New |
$22.1K - $25.1K
|
423
$30.5K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
668New |
$36.2K - $39.2K
|
668
$48.1K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
741New |
$40.1K - $43.5K
|
741
$53.4K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
29.5KNew |
$1.6M - $1.73M
|
29.5K
$2.13M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 25.0% |
$596 - $645
|
55
$3.96K
|