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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.63KNew |
$277K - $299K
|
4.63K
$284K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.48K+ 18.41% |
$268K - $289K
|
28.8K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.35K+ 3.75% |
$261K - $281K
|
120K
$7.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.03K+ 1.54% |
$242K - $260K
|
265K
$16.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.91KNew |
$234K - $252K
|
3.91K
$240K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.21K+ 99.01% |
$192K - $207K
|
6.46K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.16K+ 8.25% |
$189K - $204K
|
41.5K
$2.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.38K+ 15.2% |
$143K - $154K
|
18.1K
$1.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.38K+ 3.42% |
$142K - $153K
|
71.9K
$4.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.13K+ 0.83% |
$127K - $137K
|
257K
$15.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.06K+ 22.35% |
$123K - $133K
|
11.3K
$690K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.01K+ 2.49% |
$120K - $129K
|
82.5K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.97K+ 18.1% |
$118K - $127K
|
12.8K
$788K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 19.19% |
$118K - $127K
|
12.2K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.82K+ 0.81% |
$109K - $118K
|
226K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.69K+ 625.09% |
$101K - $109K
|
1.97K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.61K+ 12.37% |
$96.5K - $104K
|
14.6K
$898K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.6KNew |
$95.9K - $103K
|
1.6K
$98.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.53K+ 5.82% |
$91.8K - $99K
|
27.9K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.47K+ 166.59% |
$88.1K - $95K
|
2.35K
$144K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 44.33% |
$86.3K - $93.1K
|
4.7K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.21K+ 17.9% |
$72.2K - $77.8K
|
7.95K
$488K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
998+ 3.88% |
$59.8K - $64.4K
|
26.7K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
995New |
$59.6K - $64.2K
|
995
$61.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
994+ 5.53% |
$59.5K - $64.2K
|
19K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
976New |
$58.4K - $63K
|
976
$59.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
886+ 24.54% |
$53K - $57.2K
|
4.5K
$276K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
681+ 16.21% |
$40.8K - $44K
|
4.88K
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
542+ 15.57% |
$32.4K - $35K
|
4.02K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
500+ 7.81% |
$29.9K - $32.3K
|
6.9K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
474+ 1.44% |
$28.4K - $30.6K
|
33.3K
$2.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
422New |
$25.3K - $27.2K
|
422
$25.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
339New |
$20.3K - $21.9K
|
339
$20.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
310+ 6.69% |
$18.6K - $20K
|
4.95K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
285+ 0.43% |
$17.1K - $18.4K
|
67.2K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269+ 10.35% |
$16.1K - $17.4K
|
2.87K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
255+ 1.75% |
$15.3K - $16.5K
|
14.9K
$912K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
167New |
$10K - $10.8K
|
167
$10.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
133+ 0.17% |
$7.96K - $8.59K
|
77.1K
$4.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
59+ 54.63% |
$3.53K - $3.81K
|
167
$10.2K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
45New |
$2.69K - $2.9K
|
45
$2.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33+ 0.29% |
$1.98K - $2.13K
|
11.3K
$695K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$1.56K - $1.68K
|
26
$1.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25+ 8.47% |
$1.5K - $1.61K
|
320
$19.6K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23+ 1.91% |
$1.38K - $1.48K
|
1.23K
$75.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23+ 1.91% |
$1.38K - $1.48K
|
1.23K
$75.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12+ 3.0% |
$718 - $775
|
412
$25.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 4.71% |
$239 - $258
|
89
$5.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$120 - $129
|
2
$123
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-12- 0.14% |
$718 - $775
|
8.4K
$515K
|