Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q4 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149K+ 47.49% |
$6.78M - $6.88M
|
462K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
139KNew |
$6.35M - $6.44M
|
139K
$6.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
97.9K+ 79.98% |
$4.46M - $4.53M
|
220K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
90.9KNew |
$4.14M - $4.2M
|
90.9K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
87.7K+ 3.71% |
$4M - $4.06M
|
2.45M
$113M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73.1K+ 1666.14% |
$3.33M - $3.38M
|
77.5K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.3K+ 166.72% |
$2.89M - $2.93M
|
101K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.9K+ 8.17% |
$2.87M - $2.91M
|
832K
$38.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
59.6K+ 60.7% |
$2.72M - $2.75M
|
158K
$7.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
35.7K+ 13.79% |
$1.63M - $1.65M
|
295K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30.9K+ 10.24% |
$1.41M - $1.43M
|
333K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
29.3K+ 11.73% |
$1.33M - $1.35M
|
279K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23.9K+ 25.11% |
$1.09M - $1.11M
|
119K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
23.2K+ 61.36% |
$1.06M - $1.07M
|
61K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.2K+ 7.82% |
$1.01M - $1.03M
|
306K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 5.94% |
$947K - $961K
|
370K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 4.31% |
$824K - $835K
|
437K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.5KNew |
$754K - $764K
|
16.5K
$758K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$695K - $705K
|
15.3K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.9K+ 5.23% |
$678K - $688K
|
299K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.5K+ 7.77% |
$662K - $672K
|
201K
$9.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.1K+ 258.18% |
$550K - $558K
|
16.7K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.9KNew |
$545K - $553K
|
11.9K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 5.63% |
$506K - $513K
|
208K
$9.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.3KNew |
$470K - $476K
|
10.3K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.04K+ 14.96% |
$412K - $418K
|
69.5K
$3.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 22.49% |
$350K - $355K
|
41.8K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.72K+ 1.32% |
$261K - $265K
|
440K
$20.2M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
4.81K+ 12.11% |
$219K - $222K
|
44.5K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.68K+ 8.32% |
$168K - $170K
|
47.9K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.33K+ 3.73% |
$152K - $154K
|
92.6K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.66% |
$108K - $110K
|
38K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.05K+ 4.56% |
$93.4K - $94.7K
|
46.9K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 26.87% |
$69.3K - $70.3K
|
7.17K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39K+ 31.66% |
$63.4K - $64.3K
|
5.78K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 30.37% |
$57.6K - $58.4K
|
5.42K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09K+ 86.94% |
$49.5K - $50.2K
|
2.33K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
856+ 7.09% |
$39K - $39.6K
|
12.9K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
710+ 14.87% |
$32.4K - $32.8K
|
5.49K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
616+ 5.0% |
$28.1K - $28.5K
|
12.9K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
492+ 9.56% |
$22.4K - $22.8K
|
5.64K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
449+ 2.0% |
$20.5K - $20.8K
|
22.9K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 0.71% |
$18.2K - $18.5K
|
56.8K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
317New |
$14.5K - $14.7K
|
317
$14.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
125+ 2.61% |
$5.7K - $5.78K
|
4.91K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19- -0.0% |
$866 - $879
|
471K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-662- 13.11% |
$30.2K - $30.6K
|
4.39K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 4.39% |
$47.3K - $48K
|
22.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.09K- 8.13% |
$95.3K - $96.7K
|
23.6K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.21K- 25.72% |
$101K - $102K
|
6.38K
$292K
|