Purchases and Sales Made in Q4 2023 in J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21M+ 273.95% |
$52.8M - $55.3M
|
1.65M
$75.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
588KNew |
$25.8M - $27M
|
588K
$26.9M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
348K+ 178.68% |
$15.2M - $15.9M
|
542K
$24.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
295KNew |
$12.9M - $13.5M
|
295K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
261K+ 1156.25% |
$11.4M - $11.9M
|
283K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
248K+ 610.92% |
$10.9M - $11.4M
|
288K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
248KNew |
$10.8M - $11.3M
|
248K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
221KNew |
$9.65M - $10.1M
|
221K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
183KNew |
$8.03M - $8.41M
|
183K
$8.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163K+ 77.31% |
$7.15M - $7.49M
|
375K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 75.68% |
$7.01M - $7.34M
|
371K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
160K+ 495.78% |
$6.98M - $7.31M
|
192K
$8.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
157K+ 668.95% |
$6.86M - $7.18M
|
180K
$8.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
156KNew |
$6.84M - $7.16M
|
156K
$7.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
153KNew |
$6.72M - $7.03M
|
153K
$7M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
152KNew |
$6.67M - $6.99M
|
152K
$6.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
133K+ 152.18% |
$5.82M - $6.1M
|
220K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
112K+ 154.81% |
$4.89M - $5.12M
|
184K
$8.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
111K+ 281.33% |
$4.85M - $5.08M
|
150K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.7K+ 13.82% |
$3.8M - $3.97M
|
714K
$32.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
69.9K+ 95.02% |
$3.06M - $3.2M
|
143K
$6.55M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
68.8KNew |
$3.01M - $3.16M
|
68.8K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
68.1K+ 165.25% |
$2.98M - $3.12M
|
109K
$4.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
67.2KNew |
$2.94M - $3.08M
|
67.2K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
67K+ 73.53% |
$2.93M - $3.07M
|
158K
$7.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
61.4K+ 770.4% |
$2.69M - $2.81M
|
69.3K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.1K+ 152.7% |
$2.5M - $2.62M
|
94.6K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
56.2KNew |
$2.46M - $2.58M
|
56.2K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
55.5KNew |
$2.43M - $2.54M
|
55.5K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55.5K+ 214.97% |
$2.43M - $2.54M
|
81.2K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
54.7KNew |
$2.39M - $2.51M
|
54.7K
$2.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.2KNew |
$2.24M - $2.35M
|
51.2K
$2.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.8K+ 473.61% |
$2.22M - $2.33M
|
61.5K
$2.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
50.8KNew |
$2.22M - $2.33M
|
50.8K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
44.9K+ 80.26% |
$1.96M - $2.06M
|
101K
$4.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41.6KNew |
$1.82M - $1.91M
|
41.6K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.5K+ 96.62% |
$1.77M - $1.86M
|
82.4K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.1KNew |
$1.67M - $1.74M
|
38.1K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
37.4KNew |
$1.64M - $1.71M
|
37.4K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.5K+ 72.33% |
$1.6M - $1.67M
|
86.9K
$3.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.9KNew |
$1.39M - $1.46M
|
31.9K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
30.5K+ 43.75% |
$1.33M - $1.4M
|
100K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.9K+ 12.23% |
$1.26M - $1.32M
|
265K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23.3K+ 23.06% |
$1.02M - $1.07M
|
124K
$5.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21.2K+ 16.87% |
$928K - $972K
|
147K
$6.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.7K+ 50.82% |
$905K - $948K
|
61.4K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$899K - $942K
|
20.5K
$938K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19KNew |
$833K - $872K
|
19K
$868K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$764K - $800K
|
17.4K
$796K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$728K - $763K
|
16.6K
$759K
|