Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
724KNew |
$43.6M - $48.4M
|
724K
$46.1M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
492K+ 21.54% |
$29.6M - $32.9M
|
2.78M
$177M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
375KNew |
$22.6M - $25.1M
|
375K
$23.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
204K+ 264.67% |
$12.3M - $13.6M
|
281K
$17.9M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
160KNew |
$9.65M - $10.7M
|
160K
$10.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
135K+ 13.65% |
$8.15M - $9.04M
|
1.13M
$71.6M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
128K+ 23.86% |
$7.68M - $8.53M
|
662K
$42.1M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
118K+ 13.22% |
$7.1M - $7.87M
|
1.01M
$64.2M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
103K+ 31.02% |
$6.19M - $6.86M
|
434K
$27.6M
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
76.3KNew |
$4.6M - $5.1M
|
76.3K
$4.85M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.5K+ 6503.79% |
$3.82M - $4.24M
|
64.5K
$4.1M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.1KNew |
$3.56M - $3.95M
|
59.1K
$3.76M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.2K+ 226.71% |
$3.44M - $3.82M
|
82.4K
$5.24M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.3K+ 32.3% |
$3.27M - $3.63M
|
223K
$14.2M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.6K+ 360.39% |
$3.23M - $3.58M
|
68.4K
$4.35M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.4K+ 9.8% |
$3.16M - $3.5M
|
587K
$37.4M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.7K+ 4.36% |
$2.99M - $3.32M
|
1.19M
$75.7M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.4K+ 59.02% |
$2.98M - $3.31M
|
133K
$8.47M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.7K+ 27.39% |
$2.88M - $3.19M
|
222K
$14.1M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
44.5KNew |
$2.68M - $2.97M
|
44.5K
$2.83M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
35.5K+ 15.57% |
$2.14M - $2.38M
|
264K
$16.8M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.7K+ 7.49% |
$2.03M - $2.25M
|
484K
$30.8M
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
31.9KNew |
$1.92M - $2.13M
|
31.9K
$2.03M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
30.3KNew |
$1.83M - $2.03M
|
30.3K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30K+ 13.21% |
$1.81M - $2M
|
257K
$16.3M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28.3K+ 11.29% |
$1.71M - $1.89M
|
279K
$17.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.9K+ 416.64% |
$1.62M - $1.8M
|
33.4K
$2.12M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25.2K+ 20.91% |
$1.52M - $1.68M
|
146K
$9.26M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
24.9KNew |
$1.5M - $1.66M
|
24.9K
$1.58M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
24.2K+ 193.8% |
$1.46M - $1.61M
|
36.6K
$2.33M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
23.7KNew |
$1.43M - $1.59M
|
23.7K
$1.51M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
19.9KNew |
$1.2M - $1.33M
|
19.9K
$1.26M
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
17.3K+ 5.65% |
$1.04M - $1.16M
|
324K
$20.6M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17KNew |
$1.03M - $1.14M
|
17K
$1.08M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
15.6K+ 4.81% |
$940K - $1.04M
|
340K
$21.6M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.2KNew |
$918K - $1.02M
|
15.2K
$969K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14.9K+ 2.06% |
$898K - $997K
|
740K
$47M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 30.37% |
$880K - $977K
|
62.7K
$3.99M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13K+ 6.4% |
$782K - $867K
|
216K
$13.7M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12K+ 24.47% |
$722K - $801K
|
60.9K
$3.88M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
11.1K+ 4.28% |
$671K - $744K
|
271K
$17.2M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 3.89% |
$616K - $683K
|
273K
$17.3M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.52KNew |
$574K - $636K
|
9.52K
$606K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.39K+ 33.67% |
$566K - $628K
|
37.3K
$2.37M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.61KNew |
$519K - $576K
|
8.61K
$548K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.39KNew |
$505K - $561K
|
8.39K
$533K
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.61KNew |
$458K - $509K
|
7.61K
$484K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11K+ 24.83% |
$428K - $475K
|
35.7K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.71K+ 5.14% |
$344K - $382K
|
117K
$7.43M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.47KNew |
$330K - $366K
|
5.47K
$348K
|