Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.36K+ 33.81% |
$323K - $358K
|
21.2K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.18KNew |
$312K - $346K
|
5.18K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.68K+ 1.57% |
$282K - $313K
|
302K
$18.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.63K+ 5.61% |
$279K - $309K
|
87.1K
$5.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.43KNew |
$267K - $296K
|
4.43K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.25KNew |
$256K - $284K
|
4.25K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.25KNew |
$256K - $284K
|
4.25K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.23KNew |
$255K - $283K
|
4.23K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.18K+ 1.57% |
$252K - $279K
|
270K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.89K+ 37.09% |
$235K - $260K
|
14.4K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 7.96% |
$234K - $260K
|
52.7K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.82KNew |
$230K - $255K
|
3.82K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.77K+ 1.84% |
$227K - $252K
|
209K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.7KNew |
$223K - $248K
|
3.7K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.65KNew |
$220K - $244K
|
3.65K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.62KNew |
$218K - $242K
|
3.62K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 17.29% |
$201K - $223K
|
22.6K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.08KNew |
$186K - $206K
|
3.08K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.04KNew |
$183K - $203K
|
3.04K
$186K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 3.71% |
$161K - $179K
|
74.6K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.19K+ 17.07% |
$132K - $147K
|
15K
$923K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 72.32% |
$125K - $139K
|
4.94K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.76K+ 1.76% |
$106K - $118K
|
102K
$6.24M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.73K+ 4.17% |
$104K - $116K
|
43.2K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.6K+ 33.38% |
$96.3K - $107K
|
6.39K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 12.77% |
$93.9K - $104K
|
13.8K
$845K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.23K+ 2.04% |
$74.1K - $82.2K
|
61.6K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 21.63% |
$64.5K - $71.5K
|
6.02K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
989New |
$59.6K - $66.1K
|
989
$60.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
940+ 2.82% |
$56.6K - $62.8K
|
34.2K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
873+ 1.3% |
$52.6K - $58.4K
|
68.1K
$4.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
772+ 2969.23% |
$46.5K - $51.6K
|
798
$49K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
644New |
$38.8K - $43.1K
|
644
$39.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
608+ 11.4% |
$36.6K - $40.6K
|
5.94K
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
595New |
$35.8K - $39.8K
|
595
$36.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
482+ 39.31% |
$29K - $32.2K
|
1.71K
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
386+ 1.59% |
$23.3K - $25.8K
|
24.6K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
383+ 3.4% |
$23.1K - $25.6K
|
11.6K
$714K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
308+ 6.2% |
$18.6K - $20.6K
|
5.28K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
224New |
$13.5K - $15K
|
224
$13.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
142New |
$8.56K - $9.49K
|
142
$8.71K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
135New |
$8.13K - $9.02K
|
135
$8.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
119+ 0.18% |
$7.17K - $7.96K
|
67.3K
$4.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99+ 2.14% |
$5.96K - $6.62K
|
4.73K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
95New |
$5.72K - $6.35K
|
95
$5.83K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
76New |
$4.58K - $5.08K
|
76
$4.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
73New |
$4.4K - $4.88K
|
73
$4.48K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
60New |
$3.62K - $4.01K
|
60
$3.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46+ 657.14% |
$2.77K - $3.08K
|
53
$3.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 1.2% |
$2.41K - $2.67K
|
3.37K
$207K
|