Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
460+ 3.43% |
$24K - $27.3K
|
13.9K
$842K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
423New |
$22.1K - $25.1K
|
423
$25.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
422New |
$22K - $25K
|
422
$25.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
409New |
$21.3K - $24.2K
|
409
$24.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
291New |
$15.2K - $17.2K
|
291
$17.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
281New |
$14.7K - $16.6K
|
281
$17.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
128+ 2.75% |
$6.68K - $7.58K
|
4.79K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$5.22K - $5.93K
|
100
$6.08K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$5.06K - $5.75K
|
97
$5.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
69New |
$3.6K - $4.09K
|
69
$4.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.03% |
$52.2 - $59.3
|
3.71K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-73- 1.48% |
$3.81K - $4.33K
|
4.86K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-226- 2.36% |
$11.8K - $13.4K
|
9.35K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-465- 71.43% |
$24.3K - $27.6K
|
186
$11.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-497- 10.94% |
$25.9K - $29.4K
|
4.05K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-543- 24.07% |
$28.3K - $32.2K
|
1.71K
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-819- 1.16% |
$42.7K - $48.5K
|
69.9K
$4.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-980- 6.1% |
$51.1K - $58.1K
|
15.1K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-986- 4.04% |
$51.4K - $58.4K
|
23.4K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.09K- 10.41% |
$109K - $124K
|
18K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.49K- 1.01% |
$130K - $147K
|
244K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 19.31% |
$160K - $182K
|
12.9K
$782K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11K- 89.83% |
$572K - $649K
|
1.24K
$75.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20.1K- 15.03% |
$1.05M - $1.19M
|
114K
$6.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57K- 11.1% |
$2.98M - $3.38M
|
457K
$27.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-80.2K- 4.76% |
$4.18M - $4.75M
|
1.61M
$97.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-220K- 94.94% |
$11.5M - $13.1M
|
11.8K
$715K
|