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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
664+ 3.78% |
$38.8K - $43.6K
|
18.2K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
522+ 9.54% |
$30.5K - $34.2K
|
5.99K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
376+ 1.59% |
$22K - $24.7K
|
24.1K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
371+ 7.63% |
$21.7K - $24.3K
|
5.24K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
275New |
$16.1K - $18K
|
275
$17.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
204+ 0.86% |
$11.9K - $13.4K
|
23.8K
$1.48M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
178+ 4.87% |
$10.4K - $11.7K
|
3.83K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 4.09% |
$10.1K - $11.3K
|
4.4K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
166+ 4.4% |
$9.7K - $10.9K
|
3.94K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
163+ 71.18% |
$9.53K - $10.7K
|
392
$24.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
160+ 0.3% |
$9.35K - $10.5K
|
52.9K
$3.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 0.4% |
$8.77K - $9.84K
|
37.4K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 29.69% |
$5.55K - $6.23K
|
415
$25.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
57+ 1.08% |
$3.33K - $3.74K
|
5.33K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
43+ 1.28% |
$2.51K - $2.82K
|
3.41K
$212K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 0.28% |
$2.46K - $2.76K
|
15K
$932K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 0.45% |
$1.11K - $1.25K
|
4.27K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 0.15% |
$994 - $1.12K
|
11.7K
$725K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.27% |
$585 - $656
|
3.71K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 3.16% |
$175 - $197
|
98
$6.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 2.63% |
$117 - $131
|
78
$4.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-89- 2.46% |
$5.2K - $5.84K
|
3.53K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.73% |
$5.32K - $5.97K
|
5.17K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-210- 4.79% |
$12.3K - $13.8K
|
4.17K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-227- 2.64% |
$13.3K - $14.9K
|
8.38K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-772- 96.74% |
$45.1K - $50.6K
|
26
$1.62K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-910- 1.48% |
$53.2K - $59.7K
|
60.7K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.18K- 0.47% |
$68.7K - $77.1K
|
250K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.87K- 11.05% |
$109K - $123K
|
15K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.09K- 7.15% |
$180K - $203K
|
40.1K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.74K- 1.09% |
$277K - $311K
|
431K
$26.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.06K- 3.48% |
$296K - $332K
|
141K
$8.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26.6K- 87.49% |
$1.55M - $1.74M
|
3.8K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-63.5K- 18.69% |
$3.71M - $4.17M
|
277K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96K- 8.08% |
$5.62M - $6.3M
|
1.09M
$68M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-373K- 37.0% |
$21.8M - $24.5M
|
636K
$39.5M
|