Purchases and Sales Made in Q4 2022 in J P Morgan Exchange Traded Fd (JPIE)

JPIE Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q4 2022. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 27, 2023 Q4 2022
Heritage Financial Services, LLC

BUY
 -
1.6M
+ 17466.9%
$70.4M - $73.2M
1.61M $73.9M
Feb 13, 2023 Q4 2022
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
551K
New
$24.2M - $25.2M
551K $25.3M
Jan 25, 2023 Q4 2022
Planned Solutions, Inc.

BUY
 -
264K
New
$11.6M - $12M
264K $12.1M
Feb 02, 2023 Q4 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
198K
New
$8.67M - $9.02M
198K $9.05M
Jan 18, 2023 Q4 2022
Prentice Wealth Management LLC

BUY
 -
121K
New
$5.32M - $5.53M
121K $5.55M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
117K
New
$5.15M - $5.36M
117K $5.38M
Jan 30, 2023 Q4 2022
Bernardo Wealth Planning LLC

BUY
 -
79.2K
New
$3.47M - $3.61M
79.2K $3.63M
Feb 07, 2023 Q4 2022
Evolution Wealth Advisors, LLC

BUY
 -
73.5K
New
$3.23M - $3.35M
73.5K $3.37M
Jan 17, 2023 Q4 2022
Fortress Wealth Management, Inc.

BUY
 -
64K
New
$2.81M - $2.92M
64K $2.93M
Jan 31, 2023 Q4 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
60.7K
New
$2.66M - $2.77M
60.7K $2.78M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
34.6K
New
$1.52M - $1.58M
34.6K $1.59M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
31.2K
New
$1.37M - $1.42M
31.2K $1.43M
Jul 09, 2024 Q4 2022
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
30.6K
New
$1.34M - $1.39M
30.6K $1.4M
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
30K
New
$1.32M - $1.37M
30K $1.37M
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
29.2K
+ 8.53%
$1.28M - $1.33M
371K $17M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
21.4K
+ 60.44%
$939K - $976K
56.8K $2.6M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21.3K
New
$936K - $973K
21.3K $977K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
20.8K
+ 370.9%
$914K - $950K
26.4K $1.21M
Feb 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
20.7K
New
$907K - $942K
20.7K $946K
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
20.3K
New
$892K - $927K
20.3K $931K
Feb 14, 2023 Q4 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
20K
New
$877K - $912K
20K $916K
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
16.9K
New
$744K - $773K
16.9K $776K
Oct 29, 2024 Q4 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
16.7K
New
$731K - $760K
16.7K $763K
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
16.1K
+ 52.31%
$708K - $735K
46.9K $2.15M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
15.8K
+ 182.97%
$694K - $722K
24.5K $1.12M
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
13.2K
New
$579K - $602K
13.2K $604K
Jan 13, 2023 Q4 2022
John W. Brooker & Co., Cp As

BUY
 -
12.8K
New
$560K - $582K
12.8K $584K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
12.4K
+ 26.82%
$542K - $563K
58.4K $2.68M
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

BUY
 -
12.1K
New
$532K - $553K
12.1K $555K
Jan 30, 2023 Q4 2022
Armor Investment Advisors, LLC

BUY
 -
11.9K
+ 22.09%
$521K - $542K
65.6K $3.01M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
11.8K
+ 46.96%
$516K - $536K
36.8K $1.69M
Jan 24, 2023 Q4 2022
Integrity Advisory, LLC

BUY
 -
11.4K
+ 86.26%
$502K - $522K
24.7K $1.13M
Jan 17, 2023 Q4 2022
Burt Wealth Advisors

BUY
 -
10.8K
+ 126.88%
$476K - $494K
19.4K $887K
Dec 11, 2023 Q4 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
10.6K
New
$465K - $484K
10.6K $486K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
10.3K
New
$452K - $469K
10.3K $471K
Jan 31, 2023 Q4 2022
Sargent Investment Group, LLC

BUY
 -
9.82K
New
$431K - $448K
9.82K $450K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
7.6K
+ 107.46%
$334K - $347K
14.7K $672K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.93K
+ 43.96%
$304K - $316K
22.7K $1.04M
Feb 14, 2023 Q4 2022
Herold Advisors, Inc.

BUY
 -
6.8K
+ 88.81%
$299K - $310K
14.5K $662K
Jan 19, 2023 Q4 2022
Wt Wealth Management

BUY
 -
6.64K
New
$291K - $303K
6.64K $304K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
5.39K
New
$236K - $246K
5.39K $247K
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
5.08K
New
$223K - $232K
5.08K $233K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.2K
+ 19.82%
$184K - $192K
25.4K $1.16M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
3.5K
New
$154K - $160K
3.5K $160K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.82K
+ 44.38%
$124K - $129K
9.18K $421K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
2.46K
+ 83.5%
$108K - $112K
5.4K $247K
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.03K
+ 11.47%
$88.9K - $92.4K
19.7K $901K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1.84K
+ 3411.11%
$80.8K - $84K
1.9K $86.9K
Jan 19, 2023 Q4 2022
Delta Investment Management, LLC

BUY
 -
1.52K
+ 2.12%
$66.8K - $69.5K
73.5K $3.37M

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