Purchases and Sales Made in Q2 2023 in J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd Tr (JIRE) during Q2 2023. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
535KNew |
$29.3M - $31M
|
535K
$32.9M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222K+ 0.29% |
$12.2M - $12.9M
|
77.8M
$4.77B
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
207KNew |
$11.3M - $12M
|
207K
$12.7M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
124KNew |
$6.81M - $7.2M
|
124K
$7.64M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116KNew |
$6.37M - $6.74M
|
116K
$7.15M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
112K+ 9509.55% |
$6.16M - $6.51M
|
114K
$6.98M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
95.2K+ 290.12% |
$5.21M - $5.51M
|
128K
$7.86M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
94.8K+ 1246.69% |
$5.19M - $5.49M
|
102K
$6.29M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
55.2KNew |
$3.02M - $3.19M
|
55.2K
$3.39M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
43.6K+ 22.15% |
$2.39M - $2.53M
|
241K
$14.8M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3KNew |
$1.22M - $1.29M
|
22.3K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 74.27% |
$1.21M - $1.28M
|
51.7K
$3.17M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.8K+ 5950.18% |
$921K - $974K
|
17.1K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.6K+ 7.88% |
$911K - $963K
|
228K
$14M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 2.31% |
$895K - $946K
|
723K
$44.4M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3K+ 223.68% |
$671K - $710K
|
17.8K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.8KNew |
$589K - $623K
|
10.8K
$661K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.49K+ 108.05% |
$519K - $549K
|
18.3K
$1.12M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.91KNew |
$378K - $400K
|
6.91K
$424K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.5K+ 108.08% |
$356K - $376K
|
12.5K
$768K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.5K+ 2.37% |
$301K - $318K
|
237K
$14.6M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.52K+ 0.73% |
$247K - $262K
|
627K
$38.5M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.7KNew |
$202K - $214K
|
3.7K
$227K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.22KNew |
$176K - $186K
|
3.22K
$198K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.51K+ 36.76% |
$82.4K - $87.1K
|
5.6K
$344K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 3.72% |
$66.4K - $70.3K
|
33.8K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2KNew |
$65.4K - $69.2K
|
1.2K
$73.3K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$61.6K - $65.2K
|
1.13K
$69.1K
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 8.65% |
$55.4K - $58.6K
|
12.7K
$781K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
986+ 0.25% |
$54K - $57.1K
|
401K
$24.6M
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
809+ 4.56% |
$44.3K - $46.8K
|
18.6K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
747+ 11.74% |
$40.9K - $43.2K
|
7.11K
$436K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
685New |
$37.5K - $39.6K
|
685
$42K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
241New |
$13.2K - $13.9K
|
241
$14.8K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 12.0% |
$328 - $347
|
44
$2.7K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51- 2.86% |
$2.79K - $2.95K
|
1.73K
$106K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 8.51% |
$3.12K - $3.3K
|
613
$37.6K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-435- 6.81% |
$23.8K - $25.2K
|
5.96K
$365K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-514- 19.66% |
$28.1K - $29.7K
|
2.1K
$129K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-654- 14.31% |
$35.8K - $37.8K
|
3.92K
$240K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-905- 16.37% |
$49.5K - $52.4K
|
4.62K
$284K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-905- 16.37% |
$49.5K - $52.4K
|
4.62K
$284K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.05K- 59.65% |
$57.7K - $61K
|
713
$43.8K
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.26K- 16.03% |
$68.9K - $72.9K
|
6.59K
$405K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.38K- 28.27% |
$75.3K - $79.6K
|
3.49K
$214K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.44K- 20.78% |
$78.8K - $83.3K
|
5.49K
$337K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.85K- 28.95% |
$101K - $107K
|
4.53K
$278K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.89K- 35.04% |
$104K - $110K
|
3.51K
$216K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.68K- 17.7% |
$147K - $155K
|
12.5K
$765K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.76K- 97.56% |
$206K - $217K
|
94
$5.77K
|