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 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.4K+ 18.88% |
$650K - $667K
|
90.7K
$4.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 95.43% |
$647K - $664K
|
29.4K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.8K+ 4.51% |
$622K - $639K
|
320K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
12.7KNew |
$572K - $588K
|
12.7K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 30.52% |
$549K - $564K
|
52.1K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.1KNew |
$546K - $561K
|
12.1K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.9KNew |
$537K - $551K
|
11.9K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11.7K+ 7.15% |
$526K - $540K
|
175K
$8.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 28.95% |
$521K - $535K
|
51.4K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
11.5KNew |
$519K - $533K
|
11.5K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 223.22% |
$519K - $533K
|
16.6K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.1K+ 5.32% |
$501K - $515K
|
220K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11K+ 1.11% |
$495K - $508K
|
996K
$46.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11K+ 7.33% |
$495K - $508K
|
161K
$7.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.6K+ 55.08% |
$480K - $493K
|
30K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
10.3K+ 36.77% |
$464K - $476K
|
38.2K
$1.77M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.3KNew |
$463K - $475K
|
10.3K
$476K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.3K+ 218.64% |
$463K - $475K
|
14.9K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10KNew |
$451K - $463K
|
10K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.94K+ 52.7% |
$448K - $460K
|
28.8K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.83K+ 3.16% |
$398K - $409K
|
288K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
8.61K+ 30.35% |
$389K - $399K
|
37K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8.26K+ 6.19% |
$373K - $382K
|
142K
$6.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.04K+ 39.83% |
$363K - $373K
|
28.2K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8K+ 17.57% |
$361K - $371K
|
53.5K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
7.92K+ 25.12% |
$357K - $367K
|
39.5K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.78KNew |
$351K - $361K
|
7.78K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.76K+ 174.97% |
$350K - $359K
|
12.2K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.74K+ 21.81% |
$349K - $358K
|
43.2K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.7K+ 32.68% |
$347K - $357K
|
31.3K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.64K+ 118.38% |
$345K - $354K
|
14.1K
$653K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
7.53KNew |
$340K - $349K
|
7.53K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.44K+ 29.89% |
$336K - $344K
|
32.3K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.12K+ 14.89% |
$321K - $330K
|
54.9K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7KNew |
$316K - $324K
|
7K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.55KNew |
$296K - $303K
|
6.55K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.51K+ 25.98% |
$294K - $302K
|
31.6K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.45K+ 228.69% |
$291K - $299K
|
9.27K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.32K+ 94.48% |
$285K - $293K
|
13K
$603K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.3K+ 6.82% |
$284K - $292K
|
98.7K
$4.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.21KNew |
$280K - $288K
|
6.21K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.2K+ 52.99% |
$280K - $287K
|
17.9K
$829K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.18KNew |
$279K - $286K
|
6.18K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
6.13K+ 23.81% |
$277K - $284K
|
31.9K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6KNew |
$271K - $278K
|
6K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.97KNew |
$269K - $276K
|
5.97K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.95K+ 4.03% |
$268K - $275K
|
154K
$7.12M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
5.93KNew |
$268K - $275K
|
5.93K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.87K+ 9.94% |
$265K - $272K
|
64.9K
$3.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.8K+ 1108.03% |
$261K - $268K
|
6.32K
$293K
|