Latest Institutional Purchases of J P Morgan Exchg Traded Fd Tr (JIRE)
This list provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd Tr (JIRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$1.99K - $2.21K
|
33
$1.94K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
31+ 15.66% |
$1.87K - $2.07K
|
229
$13.5K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
26+ 0.5% |
$1.57K - $1.74K
|
5.26K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
25New |
$1.51K - $1.67K
|
25
$1.47K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24+ 5.83% |
$1.45K - $1.6K
|
436
$25.6K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$1.39K - $1.54K
|
23
$1.35K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$723 - $802
|
12
$705
|
|
Q2 2024 | |||||||
Jul 22, 2024
Q2 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
246KNew |
$14.7M - $15.9M
|
246K
$14.5M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
231KNew |
$13.8M - $14.9M
|
231K
$13.6M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.12KNew |
$486K - $524K
|
8.12K
$477K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.33KNew |
$439K - $473K
|
7.33K
$431K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.91KNew |
$234K - $252K
|
3.91K
$229K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.38K+ 15.2% |
$143K - $154K
|
18.1K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.82K+ 0.81% |
$109K - $118K
|
226K
$13.3M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.21K+ 17.9% |
$72.2K - $77.8K
|
7.95K
$467K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
995New |
$59.6K - $64.2K
|
995
$58.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
886+ 24.54% |
$53K - $57.2K
|
4.5K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
500+ 7.81% |
$29.9K - $32.3K
|
6.9K
$406K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
422New |
$25.3K - $27.2K
|
422
$24.8K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
339New |
$20.3K - $21.9K
|
339
$19.9K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
167New |
$10K - $10.8K
|
167
$9.81K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45New |
$2.69K - $2.9K
|
45
$2.64K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25+ 8.47% |
$1.5K - $1.61K
|
320
$18.8K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 4.71% |
$239 - $258
|
89
$5.23K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$120 - $129
|
2
$118
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.7K+ 337.82% |
$3.45M - $3.82M
|
78.6K
$4.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.1K+ 25.23% |
$2.34M - $2.59M
|
204K
$12M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$858K - $950K
|
15.1K
$888K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.65KNew |
$434K - $481K
|
7.65K
$449K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$259K - $287K
|
4.57K
$268K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.72KNew |
$212K - $234K
|
3.72K
$219K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.49KNew |
$198K - $219K
|
3.49K
$205K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.88KNew |
$164K - $181K
|
2.88K
$169K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69New |
$3.92K - $4.34K
|
69
$4.06K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
62New |
$3.52K - $3.9K
|
62
$3.64K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28New |
$1.59K - $1.76K
|
28
$1.65K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
93.5K+ 172.09% |
$4.88M - $5.54M
|
148K
$8.69M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
795New |
$41.5K - $47.1K
|
795
$46.7K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
473New |
$24.7K - $28K
|
473
$27.8K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
423New |
$22.1K - $25.1K
|
423
$24.9K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
275KNew |
$14.9M - $16.2M
|
275K
$16.2M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
29.5KNew |
$1.6M - $1.73M
|
29.5K
$1.73M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
741New |
$40.1K - $43.5K
|
741
$43.5K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
668New |
$36.2K - $39.2K
|
668
$39.3K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
533New |
$28.9K - $31.3K
|
533
$31.3K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 25.0% |
$596 - $645
|
55
$3.23K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.8KNew |
$589K - $623K
|
10.8K
$633K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
241New |
$13.2K - $13.9K
|
241
$14.2K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.1KNew |
$912K - $1M
|
18.1K
$1.06M
|