Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
951KNew |
$42.9M - $44M
|
951K
$44.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
727K+ 83.36% |
$32.8M - $33.7M
|
1.6M
$74.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
713K+ 28.53% |
$32.2M - $33M
|
3.21M
$149M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
606K+ 18.92% |
$27.3M - $28M
|
3.81M
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
548K+ 125.39% |
$24.7M - $25.4M
|
986K
$45.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
536K+ 24.84% |
$24.2M - $24.8M
|
2.7M
$125M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
459K+ 1268.03% |
$20.7M - $21.3M
|
496K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
418K+ 31.17% |
$18.8M - $19.3M
|
1.76M
$81.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
361K+ 49.21% |
$16.3M - $16.7M
|
1.1M
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
309K+ 241.64% |
$14M - $14.3M
|
438K
$20.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
298K+ 19.55% |
$13.4M - $13.8M
|
1.82M
$84.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
294K+ 15.69% |
$13.2M - $13.6M
|
2.16M
$100M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
242K+ 47.66% |
$10.9M - $11.2M
|
748K
$34.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
213K+ 71.01% |
$9.59M - $9.85M
|
512K
$23.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
184K+ 82.89% |
$8.3M - $8.52M
|
406K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
164K+ 2517.73% |
$7.4M - $7.6M
|
171K
$7.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
158KNew |
$7.11M - $7.3M
|
158K
$7.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
154K+ 72.1% |
$6.95M - $7.14M
|
368K
$17.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
146K+ 148.0% |
$6.57M - $6.74M
|
244K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
135K+ 15.17% |
$6.1M - $6.26M
|
1.03M
$47.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
124K+ 21.11% |
$5.59M - $5.74M
|
711K
$33M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
122K+ 743.88% |
$5.49M - $5.64M
|
138K
$6.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
107KNew |
$4.85M - $4.97M
|
107K
$4.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
100K+ 427.92% |
$4.53M - $4.65M
|
124K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
97.4K+ 291.48% |
$4.39M - $4.51M
|
131K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
96.2K+ 329.34% |
$4.34M - $4.46M
|
125K
$5.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
94.8K+ 39.93% |
$4.28M - $4.39M
|
332K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
94.7KNew |
$4.27M - $4.38M
|
94.7K
$4.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
82.1K+ 38.17% |
$3.7M - $3.8M
|
297K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
80.1K+ 48.3% |
$3.61M - $3.71M
|
246K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
79.6K+ 166.68% |
$3.59M - $3.69M
|
127K
$5.91M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
74.1K+ 200.73% |
$3.34M - $3.43M
|
111K
$5.15M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
73.2KNew |
$3.3M - $3.39M
|
73.2K
$3.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
69.4K+ 25.79% |
$3.13M - $3.21M
|
338K
$15.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.6K+ 21.99% |
$3.09M - $3.18M
|
380K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
66.7K+ 19.22% |
$3.01M - $3.09M
|
414K
$19.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
64.7KNew |
$2.92M - $3M
|
64.7K
$3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.3KNew |
$2.85M - $2.93M
|
63.3K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62KNew |
$2.8M - $2.87M
|
62K
$2.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
62KNew |
$2.8M - $2.87M
|
62K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
61K+ 224.13% |
$2.75M - $2.83M
|
88.2K
$4.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
59.5K+ 89.63% |
$2.69M - $2.76M
|
126K
$5.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
58.1KNew |
$2.62M - $2.69M
|
58.1K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
56.8K+ 23.09% |
$2.56M - $2.63M
|
303K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
54.8K+ 32.76% |
$2.47M - $2.54M
|
222K
$10.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
54.7K+ 13.73% |
$2.47M - $2.53M
|
453K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52.2K+ 12.11% |
$2.35M - $2.42M
|
483K
$22.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
52K+ 314.69% |
$2.35M - $2.41M
|
68.5K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.5K+ 72.92% |
$2.19M - $2.25M
|
115K
$5.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
48.4KNew |
$2.19M - $2.24M
|
48.4K
$2.25M
|