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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
40+ 1.2% |
$2.41K - $2.67K
|
3.37K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$1.99K - $2.21K
|
33
$2.05K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
31+ 15.66% |
$1.87K - $2.07K
|
229
$14.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
26+ 0.5% |
$1.57K - $1.74K
|
5.26K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
25New |
$1.51K - $1.67K
|
25
$1.56K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24+ 5.83% |
$1.45K - $1.6K
|
436
$27.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$1.39K - $1.54K
|
23
$1.43K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$723 - $802
|
12
$747
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26- 1.62% |
$1.57K - $1.74K
|
1.58K
$98K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-65- 38.92% |
$3.92K - $4.35K
|
102
$6.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-194- 1.71% |
$11.7K - $13K
|
11.1K
$692K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-216- 2.66% |
$13K - $14.4K
|
7.9K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-312- 6.65% |
$18.8K - $20.9K
|
4.38K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-373- 6.79% |
$22.5K - $24.9K
|
5.12K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-402- 10.0% |
$24.2K - $26.9K
|
3.62K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-425- 2.13% |
$25.6K - $28.4K
|
19.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-921- 3.45% |
$55.5K - $61.6K
|
25.8K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.11K- 22.79% |
$67.1K - $74.4K
|
3.77K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 57.51% |
$68.1K - $75.5K
|
835
$51.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.25K- 6.64% |
$75.3K - $83.5K
|
17.6K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 20.74% |
$87.9K - $97.5K
|
5.58K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.94K- 13.26% |
$117K - $130K
|
12.7K
$790K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.31K- 98.22% |
$139K - $155K
|
42
$2.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.66K- 46.43% |
$160K - $178K
|
3.07K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.28K- 2.46% |
$198K - $219K
|
130K
$8.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 1.13% |
$213K - $236K
|
309K
$19.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.04K- 21.3% |
$244K - $270K
|
14.9K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.18K- 17.97% |
$312K - $346K
|
23.6K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-6.01K- 26.22% |
$362K - $402K
|
16.9K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.34K- 2.46% |
$382K - $424K
|
251K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.08K- 1.6% |
$427K - $473K
|
436K
$27.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.69K- 63.62% |
$584K - $648K
|
5.54K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.3K- 3.78% |
$1.04M - $1.15M
|
439K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.9K- 99.83% |
$1.92M - $2.14M
|
53
$3.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 83.2% |
$8.39M - $9.31M
|
28.1K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-183K- 23.48% |
$11M - $12.3M
|
597K
$37.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 0.39% |
$14.2M - $15.7M
|
60.1M
$3.74B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 0.39% |
$14.2M - $15.7M
|
60.1M
$3.74B
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-254K- 13.95% |
$15.3M - $17M
|
1.57M
$97.6M
|