Purchases and Sales Made in Q4 2024 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 2024. 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 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 22.49% |
$350K - $355K
|
41.8K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.62KNew |
$347K - $353K
|
7.62K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.93K+ 19.85% |
$316K - $321K
|
41.8K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.75K+ 16.76% |
$308K - $312K
|
47K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.74K+ 7.55% |
$307K - $312K
|
96.1K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
6.63K+ 3.89% |
$302K - $307K
|
177K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
6.55KNew |
$298K - $303K
|
6.55K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5.83K+ 4.12% |
$266K - $270K
|
148K
$6.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.72K+ 1.32% |
$261K - $265K
|
440K
$20.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.67K+ 2.99% |
$258K - $262K
|
195K
$9.01M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.6K+ 1.85% |
$255K - $259K
|
308K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.29KNew |
$241K - $245K
|
5.29K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.25KNew |
$239K - $243K
|
5.25K
$242K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
5.14KNew |
$234K - $237K
|
5.14K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.11K+ 6.24% |
$233K - $236K
|
87.1K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.09KNew |
$232K - $235K
|
5.09K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 36.52% |
$223K - $226K
|
18.3K
$843K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
4.81K+ 12.11% |
$219K - $222K
|
44.5K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.8K+ 10.78% |
$219K - $222K
|
49.4K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79K+ 13.55% |
$218K - $222K
|
40.2K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.69KNew |
$214K - $217K
|
4.69K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51K+ 34.59% |
$206K - $209K
|
17.6K
$809K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.43KNew |
$202K - $205K
|
4.43K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.16K+ 54.69% |
$189K - $192K
|
11.8K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.89KNew |
$178K - $180K
|
3.89K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.87K+ 89.44% |
$176K - $179K
|
8.2K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.69K+ 0.2% |
$168K - $171K
|
1.88M
$86.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.68K+ 8.32% |
$168K - $170K
|
47.9K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.55K+ 70.37% |
$162K - $164K
|
8.58K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.33K+ 3.73% |
$152K - $154K
|
92.6K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
3.28K+ 16.91% |
$149K - $151K
|
22.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.07K+ 1.27% |
$140K - $142K
|
245K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3K+ 44.78% |
$137K - $139K
|
9.7K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.77K+ 35.29% |
$126K - $128K
|
10.6K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.71K+ 3.11% |
$124K - $126K
|
89.9K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.47K+ 1.01% |
$112K - $114K
|
247K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.66% |
$108K - $110K
|
38K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.23K+ 14.03% |
$102K - $103K
|
18.1K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.05K+ 4.56% |
$93.4K - $94.7K
|
46.9K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.93K+ 19.08% |
$88K - $89.3K
|
12K
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.76K+ 17.35% |
$80.4K - $81.6K
|
11.9K
$550K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.76K+ 6.69% |
$80.3K - $81.5K
|
28.1K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.93% |
$75.5K - $76.6K
|
58.2K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 26.87% |
$69.3K - $70.3K
|
7.17K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 22.22% |
$68.4K - $69.4K
|
8.25K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39K+ 31.66% |
$63.4K - $64.3K
|
5.78K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$59.3K - $60.1K
|
1.3K
$59.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 30.37% |
$57.6K - $58.4K
|
5.42K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.22K+ 2.75% |
$55.6K - $56.4K
|
45.5K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.17K+ 2.41% |
$53.5K - $54.3K
|
49.9K
$2.3M
|