Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JPRE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
795+ 17.38% |
$34.9K - $41.3K
|
5.37K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$569K - $673K
|
13K
$669K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 49.32% |
$564K - $668K
|
13.2K
$682K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.63K- 99.94% |
$71.6K - $84.8K
|
1
$51.6
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 93.44% |
$506K - $599K
|
810
$41.8K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1K+ 92.82% |
$663K - $784K
|
31.4K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-105- 52.24% |
$4.61K - $5.45K
|
96
$4.96K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
56.3KNew |
$2.47M - $2.92M
|
56.3K
$2.91M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 66.37% |
$57.9K - $68.6K
|
3.31K
$171K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.43K- 3.07% |
$107K - $126K
|
76.7K
$3.96M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.4K+ 20.13% |
$808K - $956K
|
110K
$5.67M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 19.43% |
$15K - $17.7K
|
2.1K
$108K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49+ 0.55% |
$2.15K - $2.55K
|
8.91K
$460K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
403+ 61.62% |
$17.7K - $20.9K
|
1.06K
$54.6K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-622K- 10.28% |
$27.3M - $32.3M
|
5.43M
$280M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69New |
$3.03K - $3.58K
|
69
$3.56K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
355New |
$15.6K - $18.4K
|
355
$18.3K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.46K+ 9.65% |
$372K - $440K
|
96.2K
$4.97M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
688+ 10.89% |
$30.2K - $35.7K
|
7K
$362K
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
32.5KNew |
$1.43M - $1.69M
|
32.5K
$1.68M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
938+ 5.95% |
$41.2K - $48.7K
|
16.7K
$862K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.21K+ 7.28% |
$185K - $219K
|
62K
$3.2M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18.3K+ 65.18% |
$802K - $949K
|
46.3K
$2.39M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
311New |
$13.7K - $16.2K
|
311
$16.1K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$1.67K - $1.97K
|
38
$1.96K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.8K+ 796.42% |
$3.29M - $3.89M
|
84.2K
$4.35M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13New |
$571 - $675
|
13
$671
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1KNew |
$1.02M - $1.2M
|
23.1K
$1.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
994+ 14.07% |
$43.6K - $51.6K
|
8.06K
$416K
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-5.78K- 57.73% |
$254K - $300K
|
4.23K
$218K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.45KNew |
$195K - $231K
|
4.45K
$230K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 19.02% |
$5.44K - $6.44K
|
776
$40.1K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.29K+ 4.41% |
$276K - $327K
|
149K
$7.69M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
166New |
$7.29K - $8.62K
|
166
$8.57K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
7.24KNew |
$318K - $376K
|
7.24K
$374K
|
|
Q2 2024 | |||||||
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.1KNew |
$44.4K - $48.5K
|
1.1K
$56.7K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
198New |
$8K - $8.75K
|
198
$10.2K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-56- 11.22% |
$2.26K - $2.48K
|
443
$22.9K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
915New |
$37K - $40.5K
|
915
$47.3K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.04% |
$40.4 - $44.2
|
50
$2.58K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
130+ 0.95% |
$5.25K - $5.75K
|
13.9K
$716K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-102- 41.63% |
$4.12K - $4.51K
|
143
$7.38K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.23% |
$42.5 - $45.4
|
427
$22.1K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.08% |
$42.5 - $45.4
|
1.22K
$63.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-75- 0.17% |
$3.19K - $3.41K
|
42.9K
$2.21M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-517- 6.56% |
$19.2K - $23.5K
|
7.36K
$380K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$1.2M - $1.48M
|
32.5K
$1.68M
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
316New |
$12.1K - $13.9K
|
316
$16.3K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
955New |
$36.6K - $42.1K
|
955
$49.3K
|