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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 618.59% |
$2M - $2.06M
|
51.6K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.3K+ 128.0% |
$2M - $2.05M
|
78.9K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.3K+ 920.44% |
$2M - $2.05M
|
49.1K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
44K+ 9.3% |
$1.99M - $2.04M
|
517K
$24M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
41.6K+ 6.18% |
$1.88M - $1.93M
|
715K
$33.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
40.5K+ 23.19% |
$1.83M - $1.88M
|
215K
$9.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 7.36% |
$1.56M - $1.6M
|
503K
$23.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 50.04% |
$1.47M - $1.51M
|
97.7K
$4.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.3K+ 67.93% |
$1.46M - $1.5M
|
80K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.7KNew |
$1.34M - $1.37M
|
29.7K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29.2KNew |
$1.32M - $1.35M
|
29.2K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.1K+ 22.99% |
$1.31M - $1.35M
|
156K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29KNew |
$1.31M - $1.34M
|
29K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
29KNew |
$1.31M - $1.34M
|
29K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
28.2K+ 35.01% |
$1.27M - $1.31M
|
109K
$5.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.9KNew |
$1.26M - $1.29M
|
27.9K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
26.8K+ 9.99% |
$1.21M - $1.24M
|
295K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.19M - $1.23M
|
26.5K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
25.9K+ 3.14% |
$1.17M - $1.2M
|
851K
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.7K+ 1.26% |
$1.11M - $1.14M
|
1.99M
$92.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 41.6% |
$1.07M - $1.1M
|
81K
$3.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
23.1K+ 1.06% |
$1.04M - $1.07M
|
2.21M
$102M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
22.8K+ 7.16% |
$1.03M - $1.06M
|
342K
$15.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
22.7K+ 26.3% |
$1.02M - $1.05M
|
109K
$5.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22.6K+ 3.56% |
$1.02M - $1.05M
|
656K
$30.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.5K+ 28.43% |
$1.01M - $1.04M
|
102K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$1M - $1.03M
|
22.3K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
22.1KNew |
$995K - $1.02M
|
22.1K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21.5K+ 3.98% |
$971K - $996K
|
562K
$26.1M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21KNew |
$947K - $972K
|
21K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.7KNew |
$934K - $959K
|
20.7K
$960K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
20.1K+ 2.48% |
$908K - $932K
|
832K
$38.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20KNew |
$902K - $926K
|
20K
$927K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
19KNew |
$857K - $879K
|
19K
$880K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7K+ 174.34% |
$845K - $868K
|
29.5K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 13.89% |
$826K - $848K
|
150K
$6.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 11.57% |
$819K - $841K
|
175K
$8.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
17.1K+ 348.92% |
$773K - $793K
|
22K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.9K+ 19.02% |
$763K - $784K
|
106K
$4.91M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16.8KNew |
$760K - $780K
|
16.8K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
16.7K+ 16.1% |
$755K - $775K
|
121K
$5.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 12.14% |
$737K - $757K
|
151K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.1KNew |
$726K - $745K
|
16.1K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 4.22% |
$719K - $738K
|
394K
$18.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
15.4K+ 3.24% |
$694K - $713K
|
490K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15K+ 17.18% |
$678K - $696K
|
102K
$4.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
15K+ 6.07% |
$677K - $695K
|
262K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
15K+ 96.79% |
$676K - $694K
|
30.5K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14.9K+ 4.57% |
$674K - $692K
|
342K
$15.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7K+ 40.0% |
$665K - $683K
|
51.6K
$2.39M
|