Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JPRE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$1.2M - $1.48M
|
32.5K
$1.54M
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
316New |
$12.1K - $13.9K
|
316
$14.9K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
955New |
$36.6K - $42.1K
|
955
$45.2K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06KNew |
$42K - $45K
|
1.06K
$49.9K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.24% |
$901 - $1.08K
|
9.44K
$447K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.24KNew |
$245K - $292K
|
6.24K
$295K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109New |
$4.27K - $5.1K
|
109
$5.16K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
900New |
$36.4K - $42.3K
|
900
$42.6K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-34- 15.38% |
$1.38K - $1.6K
|
187
$8.85K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
51+ 9.79% |
$2.06K - $2.4K
|
572
$27.1K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
435New |
$17.6K - $20.5K
|
435
$20.6K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
339New |
$14.3K - $18.3K
|
339
$16K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$127 - $162
|
3
$142
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$1.31M - $1.49M
|
28.3K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
981New |
$45.4K - $51.7K
|
981
$46.4K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31New |
$1.44K - $1.63K
|
31
$1.47K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11New |
$510 - $580
|
11
$520
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
339New |
$15.7K - $17.9K
|
339
$16K
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
110New |
$5.1K - $5.8K
|
110
$5.2K
|