Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
447KNew |
$24.2M - $26.2M
|
447K
$27.2M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
275KNew |
$14.9M - $16.2M
|
275K
$16.7M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
242KNew |
$13.1M - $14.2M
|
242K
$14.7M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
230K+ 23.28% |
$12.4M - $13.5M
|
1.22M
$74M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
155K+ 136.75% |
$8.42M - $9.12M
|
269K
$16.4M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
130K+ 126.66% |
$7.03M - $7.61M
|
232K
$14.1M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
119K+ 22.27% |
$6.46M - $6.99M
|
655K
$39.8M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119K+ 30.17% |
$6.45M - $6.99M
|
514K
$31.3M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113KNew |
$6.15M - $6.66M
|
113K
$6.9M
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
69.4KNew |
$3.76M - $4.07M
|
69.4K
$4.22M
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
63.7KNew |
$3.45M - $3.73M
|
63.7K
$3.87M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.6K+ 9.51% |
$3.23M - $3.5M
|
687K
$41.8M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.3KNew |
$2.94M - $3.19M
|
54.3K
$3.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.9K+ 14.72% |
$1.02M - $1.11M
|
147K
$8.93M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.8K+ 6.51% |
$803K - $869K
|
243K
$14.8M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 6.36% |
$693K - $750K
|
214K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$657K - $711K
|
12.1K
$737K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.32K+ 7.49% |
$505K - $547K
|
134K
$8.14M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.44KNew |
$457K - $495K
|
8.44K
$513K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.56K+ 60.43% |
$410K - $444K
|
20.1K
$1.22M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.97K+ 124.5% |
$378K - $409K
|
12.6K
$764K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.16K+ 2.56% |
$333K - $361K
|
247K
$15M
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5.88K+ 2.84% |
$319K - $345K
|
213K
$13M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.29K+ 76.6% |
$287K - $310K
|
12.2K
$742K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.06K+ 2.13% |
$274K - $297K
|
242K
$14.7M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.15KNew |
$225K - $243K
|
4.15K
$252K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.95K+ 23.06% |
$214K - $232K
|
21.1K
$1.28M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.29K+ 1.97% |
$124K - $134K
|
119K
$7.22M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
932+ 26.54% |
$50.5K - $54.7K
|
4.44K
$270K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
932+ 7.48% |
$50.5K - $54.7K
|
13.4K
$814K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
741New |
$40.1K - $43.5K
|
741
$45.1K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
668New |
$36.2K - $39.2K
|
668
$40.6K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
533New |
$28.9K - $31.3K
|
533
$32.4K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
494+ 15.34% |
$26.8K - $29K
|
3.72K
$226K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
402+ 8.87% |
$21.8K - $23.6K
|
4.93K
$300K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
156+ 7.43% |
$8.45K - $9.15K
|
2.26K
$137K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
108New |
$5.85K - $6.34K
|
108
$6.57K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 25.0% |
$596 - $645
|
55
$3.34K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-62- 8.7% |
$3.36K - $3.64K
|
651
$39.6K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.74K- 5.69% |
$94.3K - $102K
|
28.9K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.83K- 10.29% |
$99K - $107K
|
15.9K
$969K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.85K- 52.91% |
$100K - $108K
|
1.64K
$100K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.92K- 32.17% |
$104K - $112K
|
4.04K
$246K
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.05K- 31.06% |
$111K - $120K
|
4.55K
$276K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.38K- 4.31% |
$129K - $140K
|
52.8K
$3.21M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.88K- 15.79% |
$156K - $169K
|
15.4K
$935K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.39K- 47.69% |
$184K - $199K
|
3.72K
$226K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.08K- 32.05% |
$221K - $239K
|
8.64K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.29K- 12.69% |
$232K - $252K
|
29.5K
$1.8M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.19K- 27.8% |
$335K - $363K
|
16.1K
$977K
|