Purchases and Sales Made in Q1 2025 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 Q1 2025. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Apr 23, 2025 Q1 2025	Williams Financial, LLC Bennington, VT	BUY	-	398K New	$18.1M - $18.4M	398K $18.2M
Apr 23, 2025 Q1 2025	Sequoia Financial Advisors, LLC	BUY	-	377K + 21.18%	$17.2M - $17.4M	2.16M $98.6M
Apr 17, 2025 Q1 2025	Janney Montgomery Scott LLC	BUY	-	260K + 29.46%	$11.8M - $12M	1.14M $52.1M
Apr 14, 2025 Q1 2025	Wealthcare Advisory Partners LLC West Chester, PA	BUY	-	223K + 106.91%	$10.1M - $10.3M	431K $19.7M
Apr 16, 2025 Q1 2025	Kelly Financial Group LLC Wethersfield, CT	BUY	-	98.3K New	$4.47M - $4.54M	98.3K $4.49M
Apr 14, 2025 Q1 2025	Daymark Wealth Partners, LLC Cincinnati, OH	BUY	-	75.3K + 33.04%	$3.42M - $3.48M	303K $13.9M
Apr 17, 2025 Q1 2025	Wagner Wealth Management, LLC Greenville, SC	BUY	-	73.7K + 13.15%	$3.35M - $3.4M	634K $28.9M
Apr 22, 2025 Q1 2025	Synergy Asset Management, LLC Bellevue, WA	BUY	-	68.5K New	$3.12M - $3.17M	68.5K $3.13M
Apr 16, 2025 Q1 2025	Wealth Enhancement Advisory Services, LLC	BUY	-	60.4K + 41.0%	$2.75M - $2.79M	208K $9.5M
Apr 17, 2025 Q1 2025	Kc Investment Advisors, LLC Wichita, KS	BUY	-	60.2K New	$2.74M - $2.78M	60.2K $2.75M
Apr 16, 2025 Q1 2025	Krilogy Financial LLC	BUY	-	59.8K New	$2.72M - $2.76M	59.8K $2.73M
Apr 14, 2025 Q1 2025	Nav Point Financial, Inc. Prior Lake, MN	BUY	-	57.4K + 36.4%	$2.61M - $2.65M	215K $9.83M
Apr 23, 2025 Q1 2025	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	55.6K + 54.82%	$2.53M - $2.57M	157K $7.17M
Apr 22, 2025 Q1 2025	Echo Wealth Management, LLC	BUY	-	34.5K + 7.85%	$1.57M - $1.59M	475K $21.7M
Apr 17, 2025 Q1 2025	D'Orazio & Associates, Inc. Falls Church, VA	BUY	-	30.1K + 3.79%	$1.37M - $1.39M	825K $37.7M
Apr 22, 2025 Q1 2025	Cambridge Investment Research Advisors, Inc.	BUY	-	27K + 68.34%	$1.23M - $1.25M	66.5K $3.04M
Apr 22, 2025 Q1 2025	Continuum Advisory, LLC Eagle, ID	BUY	-	19.4K + 34.02%	$881K - $895K	76.3K $3.49M
Apr 23, 2025 Q1 2025	Sheets Smith Wealth Management	BUY	-	19.3K New	$879K - $893K	19.3K $883K
Apr 21, 2025 Q1 2025	Envestnet Portfolio Solutions, Inc. Berwyn, PA	BUY	-	18.1K + 38.5%	$823K - $836K	65.1K $2.97M
Apr 22, 2025 Q1 2025	Winebrenner Capital Management LLC Louisville, KY	BUY	-	16.5K New	$751K - $763K	16.5K $755K
Apr 14, 2025 Q1 2025	Accurate Wealth Management, LLC	BUY	-	16.5K New	$751K - $763K	16.5K $755K
Apr 21, 2025 Q1 2025	Life Goal Wealth Advisors Saratoga Springs, NY	BUY	-	16.4K + 20.16%	$744K - $756K	97.6K $4.46M
Apr 16, 2025 Q1 2025	Marmo Financial Group, LLC Johnson City, TN	BUY	-	15.8K + 17.05%	$718K - $729K	108K $4.95M
Apr 16, 2025 Q1 2025	Mount Yale Investment Advisors, LLC	BUY	-	14.7K + 4.79%	$667K - $677K	321K $14.7M
Apr 09, 2025 Q1 2025	Planned Solutions, Inc.	BUY	-	14.1K + 3.05%	$641K - $651K	476K $21.7M
Apr 21, 2025 Q1 2025	Martin Worley Group Cottonwood Heights, UT	BUY	-	13K + 19.6%	$589K - $598K	79.1K $3.61M
Apr 22, 2025 Q1 2025	Consolidated Portfolio Review Corp Woodbury, NY	BUY	-	11.3K New	$513K - $521K	11.3K $516K
Apr 18, 2025 Q1 2025	Mn Wealth Advisors, LLC Overland Park, KS	BUY	-	11.1K + 15.55%	$504K - $512K	82.4K $3.76M
Apr 14, 2025 Q1 2025	Patriot Financial Group Insurance Agency, LLC	BUY	-	11.1K + 23.06%	$503K - $511K	59K $2.7M
Apr 22, 2025 Q1 2025	Cobblestone Asset Management LLC Richmond, VA	BUY	-	10.2K New	$463K - $470K	10.2K $465K
Apr 16, 2025 Q1 2025	Dynamic Advisor Solutions LLC	BUY	-	8.25K + 69.06%	$375K - $381K	20.2K $923K
Apr 22, 2025 Q1 2025	Oppenheimer & CO Inc New York, NY	BUY	-	7.78K + 42.5%	$353K - $359K	26.1K $1.19M
Apr 16, 2025 Q1 2025	Scott Capital Advisors, LLC	BUY	-	7.55K + 2.04%	$343K - $349K	378K $17.3M
Apr 22, 2025 Q1 2025	Bernardo Wealth Planning LLC	BUY	-	7.3K + 3.62%	$332K - $337K	209K $9.54M
Apr 11, 2025 Q1 2025	Magnus Financial Group LLC New York, NY	BUY	-	6.82K + 2.28%	$310K - $315K	306K $14M
Apr 17, 2025 Q1 2025	M.E. Allison & Co., Inc. San Antonio, TX	BUY	-	6.69K New	$304K - $309K	6.69K $306K
Apr 17, 2025 Q1 2025	Montecito Bank & Trust	BUY	-	6.57K + 39.75%	$299K - $303K	23.1K $1.06M
Apr 22, 2025 Q1 2025	Investment Planning Advisors, Inc. Cumming, GA	BUY	-	5.9K + 2.68%	$268K - $272K	226K $10.3M
Apr 21, 2025 Q1 2025	Castleview Partners, LLC Dallas, TX	BUY	-	5.23K New	$238K - $241K	5.23K $239K
Apr 01, 2025 Q1 2025	Massmutual Trust CO Fsb	BUY	-	4.83K + 16.14%	$220K - $223K	34.8K $1.59M
Apr 22, 2025 Q1 2025	Pennsylvania Capital Management Inc	BUY	-	3.17K + 0.81%	$144K - $146K	396K $18.1M
Apr 18, 2025 Q1 2025	Central Trust CO Jefferson City, MO	BUY	-	2.94K + 126.06%	$134K - $136K	5.27K $241K
Apr 21, 2025 Q1 2025	Pfg Investments, LLC Woodbury, NY	BUY	-	2.12K + 9.23%	$96.3K - $97.8K	25.1K $1.15M
Apr 22, 2025 Q1 2025	Fma Wealth Management, LLC Duxbury, MA	BUY	-	1.96K + 0.8%	$89.1K - $90.5K	247K $11.3M
Apr 23, 2025 Q1 2025	International Assets Investment Management, LLC Orlando, FL	BUY	-	1.73K + 11.34%	$78.6K - $79.8K	17K $776K
Apr 03, 2025 Q1 2025	First Citizens Financial Corp	BUY	-	1.66K + 3.72%	$75.3K - $76.5K	46.2K $2.11M
Apr 14, 2025 Q1 2025	Madden Securities Corp	BUY	-	1.54K + 5.55%	$69.8K - $70.9K	29.2K $1.33M
Apr 10, 2025 Q1 2025	Firethorn Wealth Partners, LLC	BUY	-	979 + 22.31%	$44.5K - $45.2K	5.37K $245K
Apr 07, 2025 Q1 2025	Advisor Net Financial, Inc	BUY	-	841 + 15.51%	$38.2K - $38.8K	6.26K $286K
Apr 21, 2025 Q1 2025	Janney Capital Management LLC	BUY	-	797 + 1.63%	$36.2K - $36.8K	49.7K $2.27M

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P - Open market or private purchase×

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V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

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K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q1 2025 in J P Morgan Exchange Traded Fd (JPIE)

398K

377K

260K

223K

98.3K

75.3K

73.7K

68.5K

60.4K

60.2K

59.8K

57.4K

55.6K

34.5K

30.1K

27K

19.4K

19.3K

18.1K

16.5K

16.5K

16.4K

15.8K

14.7K

14.1K

13K

11.3K

11.1K

11.1K

10.2K

8.25K

7.78K

7.55K

7.3K

6.82K

6.69K

6.57K

5.9K

5.23K

4.83K

3.17K

2.94K

2.12K

1.96K

1.73K

1.66K

1.54K

979

841

797

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