Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
891KNew |
$53.3M - $57.5M
|
891K
$54.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
635K+ 125.95% |
$38M - $41M
|
1.14M
$69.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
381K+ 19.99% |
$22.8M - $24.6M
|
2.28M
$140M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
312K+ 2450.49% |
$18.7M - $20.1M
|
324K
$19.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
297KNew |
$17.8M - $19.2M
|
297K
$18.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
277K+ 515.16% |
$16.6M - $17.9M
|
331K
$20.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
246KNew |
$14.7M - $15.9M
|
246K
$15.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
235K+ 0.39% |
$14.1M - $15.2M
|
60.3M
$3.7B
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
231KNew |
$13.8M - $14.9M
|
231K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
228K+ 14.28% |
$13.6M - $14.7M
|
1.82M
$112M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
203KNew |
$12.1M - $13.1M
|
203K
$12.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136K+ 43.5% |
$8.16M - $8.8M
|
450K
$27.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 15.45% |
$7.94M - $8.56M
|
991K
$60.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
111KNew |
$6.65M - $7.17M
|
111K
$6.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.8K+ 17.8% |
$4.84M - $5.22M
|
535K
$32.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.6K+ 0.11% |
$4.05M - $4.36M
|
60.3M
$3.7B
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.3K+ 47.79% |
$3.97M - $4.28M
|
205K
$12.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
61.6K+ 13.02% |
$3.69M - $3.97M
|
535K
$32.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
39.9K+ 484.08% |
$2.39M - $2.57M
|
48.1K
$2.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
38K+ 19.95% |
$2.27M - $2.45M
|
228K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35.3K+ 5.12% |
$2.11M - $2.28M
|
725K
$44.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32KNew |
$1.92M - $2.07M
|
32K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.6K+ 15.0% |
$1.77M - $1.91M
|
227K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.6K+ 5.69% |
$1.47M - $1.58M
|
456K
$28M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
24.2KNew |
$1.45M - $1.56M
|
24.2K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.9K+ 16.63% |
$1.43M - $1.54M
|
167K
$10.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
22.9KNew |
$1.37M - $1.48M
|
22.9K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 627.08% |
$1.3M - $1.4M
|
25.2K
$1.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.6K+ 9.42% |
$1.29M - $1.39M
|
251K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
20.6K+ 7.21% |
$1.23M - $1.33M
|
307K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 15.33% |
$1.06M - $1.14M
|
133K
$8.18M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.8KNew |
$949K - $1.02M
|
15.8K
$972K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.7K+ 1.79% |
$823K - $887K
|
781K
$47.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 24.57% |
$793K - $855K
|
67.2K
$4.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 5.21% |
$778K - $839K
|
263K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.3K+ 17.18% |
$735K - $793K
|
83.8K
$5.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 7.39% |
$717K - $774K
|
174K
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.8K+ 60.73% |
$647K - $698K
|
28.6K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.93K+ 25.45% |
$594K - $641K
|
49K
$3M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.9K+ 3.96% |
$592K - $639K
|
260K
$15.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.56K+ 6.02% |
$572K - $617K
|
168K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.73K+ 233.56% |
$523K - $563K
|
12.5K
$765K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.12KNew |
$486K - $524K
|
8.12K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
8.12KNew |
$486K - $524K
|
8.12K
$498K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.33KNew |
$439K - $473K
|
7.33K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.86K+ 188.43% |
$411K - $443K
|
10.5K
$644K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.83K+ 7.34% |
$409K - $441K
|
99.9K
$6.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.81K+ 13.48% |
$348K - $375K
|
48.9K
$3M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.74KNew |
$343K - $370K
|
5.74K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.33KNew |
$319K - $344K
|
5.33K
$327K
|