Purchases and Sales Made in Q1 2024 in J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd Tr (JIRE) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
315KNew |
$17.9M - $19.8M
|
315K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
287K+ 17.76% |
$16.3M - $18.1M
|
1.9M
$121M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
286KNew |
$16.2M - $18M
|
286K
$18.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
283K+ 922.01% |
$16.1M - $17.8M
|
313K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
259K+ 105.8% |
$14.7M - $16.3M
|
504K
$32.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
256K+ 50.21% |
$14.6M - $16.1M
|
767K
$48.8M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
197KNew |
$11.2M - $12.4M
|
197K
$12.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
168K+ 0.28% |
$9.52M - $10.5M
|
60.3M
$3.83B
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
155KNew |
$8.83M - $9.77M
|
155K
$9.89M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
134K+ 39.37% |
$7.59M - $8.4M
|
473K
$30.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 17.47% |
$7.25M - $8.03M
|
858K
$54.6M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
93.1KNew |
$5.29M - $5.85M
|
93.1K
$5.92M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
81.4K+ 56.94% |
$4.62M - $5.12M
|
224K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80.5KNew |
$4.57M - $5.06M
|
80.5K
$5.12M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
71.8K+ 45.56% |
$4.08M - $4.51M
|
229K
$14.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
71.8K+ 60.55% |
$4.08M - $4.51M
|
190K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
62.2KNew |
$3.53M - $3.91M
|
62.2K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.7K+ 337.82% |
$3.45M - $3.82M
|
78.6K
$5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
53.9KNew |
$3.06M - $3.39M
|
53.9K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.7K+ 12.84% |
$2.93M - $3.25M
|
454K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.8K+ 73.01% |
$2.77M - $3.07M
|
116K
$7.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.1K+ 25.23% |
$2.34M - $2.59M
|
204K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36K+ 29.33% |
$2.04M - $2.26M
|
159K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
32.8KNew |
$1.86M - $2.06M
|
32.8K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.7K+ 216.99% |
$1.52M - $1.68M
|
39K
$2.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.5K+ 10.89% |
$1.39M - $1.54M
|
250K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.9K+ 17.23% |
$1.35M - $1.5M
|
162K
$10.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23.2K+ 10.24% |
$1.32M - $1.46M
|
250K
$15.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
22.6KNew |
$1.28M - $1.42M
|
22.6K
$1.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.8KNew |
$1.13M - $1.25M
|
19.8K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.4KNew |
$1.1M - $1.22M
|
19.4K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$858K - $950K
|
15.1K
$961K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13.2K+ 1.95% |
$750K - $830K
|
689K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$703K - $778K
|
12.4K
$787K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$582K - $644K
|
10.2K
$652K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.1K+ 4.11% |
$573K - $634K
|
255K
$16.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.1K+ 4.01% |
$572K - $634K
|
261K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.41KNew |
$478K - $529K
|
8.41K
$535K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
8.24KNew |
$468K - $518K
|
8.24K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.22K+ 23.58% |
$467K - $517K
|
43K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.65KNew |
$434K - $481K
|
7.65K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.74KNew |
$383K - $424K
|
6.74K
$429K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.7K+ 11.13% |
$381K - $421K
|
66.9K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4KNew |
$364K - $402K
|
6.4K
$407K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.65KNew |
$321K - $355K
|
5.65K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.64KNew |
$320K - $355K
|
5.64K
$359K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.15K+ 90.01% |
$293K - $324K
|
10.9K
$692K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.57KNew |
$259K - $287K
|
4.57K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.56K+ 21.56% |
$259K - $287K
|
25.7K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.29K+ 19.41% |
$243K - $269K
|
26.4K
$1.68M
|