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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.87K+ 27.76% |
$220K - $243K
|
17.8K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.84KNew |
$218K - $242K
|
3.84K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.78K+ 5.58% |
$214K - $237K
|
71.5K
$4.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.74KNew |
$212K - $235K
|
3.74K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.72KNew |
$212K - $234K
|
3.72K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64KNew |
$207K - $229K
|
3.64K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.49K+ 3494.0% |
$198K - $220K
|
3.59K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.49KNew |
$198K - $219K
|
3.49K
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.48KNew |
$198K - $219K
|
3.48K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.28KNew |
$186K - $206K
|
3.28K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.24KNew |
$184K - $204K
|
3.24K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.05K+ 721.56% |
$173K - $191K
|
3.47K
$221K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.94K+ 8.31% |
$167K - $185K
|
38.3K
$2.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.88KNew |
$164K - $181K
|
2.88K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.6KNew |
$148K - $163K
|
2.6K
$165K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 190.98% |
$135K - $149K
|
3.61K
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.37K+ 2.08% |
$134K - $149K
|
116K
$7.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.36K+ 5.88% |
$77K - $85.2K
|
24.4K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
921+ 3.93% |
$52.3K - $57.9K
|
24.3K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
756+ 5.46% |
$42.9K - $47.5K
|
14.6K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
721+ 5.86% |
$41K - $45.3K
|
13K
$829K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
586+ 3.88% |
$33.3K - $36.8K
|
15.7K
$997K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
474+ 115.89% |
$26.9K - $29.8K
|
883
$56.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
465+ 16.68% |
$26.4K - $29.2K
|
3.25K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
400New |
$22.7K - $25.2K
|
400
$25.4K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
366+ 0.68% |
$20.8K - $23K
|
53.8K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
365+ 8.54% |
$20.7K - $23K
|
4.64K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
274+ 15.68% |
$15.6K - $17.2K
|
2.02K
$129K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
245+ 5.04% |
$13.9K - $15.4K
|
5.11K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
198+ 106.45% |
$11.2K - $12.5K
|
384
$24.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
154+ 3.8% |
$8.75K - $9.68K
|
4.2K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
85New |
$4.83K - $5.34K
|
85
$5.41K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69New |
$3.92K - $4.34K
|
69
$4.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
62New |
$3.52K - $3.9K
|
62
$3.94K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
38+ 1.02% |
$2.16K - $2.39K
|
3.75K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28New |
$1.59K - $1.76K
|
28
$1.78K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
14+ 4.98% |
$795 - $880
|
295
$18.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23- 1.88% |
$1.31K - $1.45K
|
1.2K
$76.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-91- 31.27% |
$5.17K - $5.72K
|
200
$12.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-154- 1.65% |
$8.75K - $9.68K
|
9.2K
$585K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-378- 0.54% |
$21.5K - $23.8K
|
69.6K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-510- 29.77% |
$29K - $32.1K
|
1.2K
$76.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-510- 29.77% |
$29K - $32.1K
|
1.2K
$76.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-754- 98.31% |
$42.8K - $47.4K
|
13
$827
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-818- 7.67% |
$46.5K - $51.4K
|
9.85K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 12.15% |
$88.7K - $98.2K
|
11.3K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.64KClosed |
$320K - $355K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.76K- 0.61% |
$554K - $614K
|
1.6M
$102M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.3K- 8.17% |
$701K - $776K
|
139K
$8.83M
|