Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JPRE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.8K+ 796.42% |
$3.29M - $3.89M
|
84.2K
$4.25M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
56.3KNew |
$2.47M - $2.92M
|
56.3K
$2.84M
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
32.5KNew |
$1.43M - $1.69M
|
32.5K
$1.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1KNew |
$1.02M - $1.2M
|
23.1K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.4K+ 20.13% |
$808K - $956K
|
110K
$5.55M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18.3K+ 65.18% |
$802K - $949K
|
46.3K
$2.34M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1K+ 92.82% |
$663K - $784K
|
31.4K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$569K - $673K
|
13K
$654K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.46K+ 9.65% |
$372K - $440K
|
96.2K
$4.86M
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
7.24KNew |
$318K - $376K
|
7.24K
$365K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.29K+ 4.41% |
$276K - $327K
|
149K
$7.52M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.45KNew |
$195K - $231K
|
4.45K
$225K
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.21K+ 7.28% |
$185K - $219K
|
62K
$3.13M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 66.37% |
$57.9K - $68.6K
|
3.31K
$167K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
994+ 14.07% |
$43.6K - $51.6K
|
8.06K
$407K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
938+ 5.95% |
$41.2K - $48.7K
|
16.7K
$843K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
795+ 17.38% |
$34.9K - $41.3K
|
5.37K
$271K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
688+ 10.89% |
$30.2K - $35.7K
|
7K
$354K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
403+ 61.62% |
$17.7K - $20.9K
|
1.06K
$53.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
355New |
$15.6K - $18.4K
|
355
$17.9K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 19.43% |
$15K - $17.7K
|
2.1K
$106K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
311New |
$13.7K - $16.2K
|
311
$15.7K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
166New |
$7.29K - $8.62K
|
166
$8.38K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 19.02% |
$5.44K - $6.44K
|
776
$39.2K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69New |
$3.03K - $3.58K
|
69
$3.48K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49+ 0.55% |
$2.15K - $2.55K
|
8.91K
$450K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$1.67K - $1.97K
|
38
$1.92K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13New |
$571 - $675
|
13
$656
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.1KNew |
$44.4K - $48.5K
|
1.1K
$55.4K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
915New |
$37K - $40.5K
|
915
$46.2K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
198New |
$8K - $8.75K
|
198
$10K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
130+ 0.95% |
$5.25K - $5.75K
|
13.9K
$700K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.04% |
$40.4 - $44.2
|
50
$2.52K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.23% |
$42.5 - $45.4
|
427
$21.6K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.08% |
$42.5 - $45.4
|
1.22K
$61.8K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$1.2M - $1.48M
|
32.5K
$1.64M
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
955New |
$36.6K - $42.1K
|
955
$48.2K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
316New |
$12.1K - $13.9K
|
316
$16K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06KNew |
$42K - $45K
|
1.06K
$53.3K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.24KNew |
$245K - $292K
|
6.24K
$315K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109New |
$4.27K - $5.1K
|
109
$5.5K
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.24% |
$901 - $1.08K
|
9.44K
$477K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
900New |
$36.4K - $42.3K
|
900
$45.4K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
435New |
$17.6K - $20.5K
|
435
$22K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
51+ 9.79% |
$2.06K - $2.4K
|
572
$28.9K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
339New |
$14.3K - $18.3K
|
339
$17.1K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$127 - $162
|
3
$151
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$1.31M - $1.49M
|
28.3K
$1.43M
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
981New |
$45.4K - $51.7K
|
981
$49.5K
|