Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
320KNew |
$18.7M - $21M
|
320K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98.6KNew |
$5.76M - $6.47M
|
98.6K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
94.7K+ 59.11% |
$5.53M - $6.21M
|
255K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78.7K+ 10.64% |
$4.6M - $5.16M
|
818K
$50.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.7K+ 71.25% |
$3.43M - $3.85M
|
141K
$8.77M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.3KNew |
$3M - $3.36M
|
51.3K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
49.6K+ 18.82% |
$2.9M - $3.26M
|
313K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
43.9KNew |
$2.57M - $2.88M
|
43.9K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
43.6K+ 985.05% |
$2.55M - $2.86M
|
48K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
37.3K+ 14.53% |
$2.18M - $2.45M
|
294K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
34.3K+ 12.28% |
$2.01M - $2.25M
|
314K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29K+ 956.49% |
$1.7M - $1.9M
|
32.1K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
29KNew |
$1.69M - $1.9M
|
29K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.9K+ 9.56% |
$1.57M - $1.76M
|
308K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.7K+ 53.83% |
$1.15M - $1.29M
|
56.3K
$3.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
19.3K+ 5.95% |
$1.13M - $1.26M
|
343K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16.8K+ 1.07% |
$982K - $1.1M
|
1.59M
$98.7M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14.3K+ 1.97% |
$833K - $935K
|
738K
$45.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 2.36% |
$825K - $925K
|
612K
$38M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.1K+ 3.21% |
$704K - $790K
|
387K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3KNew |
$659K - $740K
|
11.3K
$702K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2K+ 74.68% |
$657K - $737K
|
26.3K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
10.9K+ 3.61% |
$638K - $716K
|
313K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 17.85% |
$636K - $714K
|
71.8K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
9.91KNew |
$579K - $650K
|
9.91K
$617K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.17K+ 46.96% |
$536K - $601K
|
28.7K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.29K+ 108.99% |
$485K - $544K
|
15.9K
$989K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
8.03K+ 18.05% |
$469K - $526K
|
52.5K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.73% |
$444K - $499K
|
94.7K
$5.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.6K+ 10.18% |
$444K - $498K
|
82.2K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.04K+ 6.92% |
$411K - $462K
|
109K
$6.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 10.15% |
$404K - $453K
|
75K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22K+ 131.51% |
$364K - $408K
|
10.9K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.48KNew |
$321K - $360K
|
5.48K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1KNew |
$298K - $334K
|
5.1K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.35KNew |
$254K - $285K
|
4.35K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.3KNew |
$252K - $282K
|
4.3K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.2K+ 1.56% |
$245K - $275K
|
274K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.11K+ 79.32% |
$240K - $269K
|
9.28K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.08K+ 1.5% |
$238K - $267K
|
275K
$17.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.03KNew |
$236K - $264K
|
4.03K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.24KNew |
$189K - $212K
|
3.24K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.85K+ 11.6% |
$167K - $187K
|
27.5K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 14.92% |
$120K - $135K
|
15.8K
$984K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.99K+ 25.19% |
$116K - $131K
|
9.89K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.97K+ 23.47% |
$115K - $129K
|
10.4K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 1.8% |
$70.7K - $79.3K
|
68.5K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.12K+ 4.49% |
$65.3K - $73.3K
|
26K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
939+ 30.57% |
$54.9K - $61.6K
|
4.01K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
816New |
$47.7K - $53.5K
|
816
$50.8K
|