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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.59K+ 1.41% |
$252K - $259K
|
401K
$18.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.53KNew |
$249K - $256K
|
5.53K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.46K+ 33.02% |
$246K - $253K
|
22K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 6.54% |
$242K - $248K
|
87.3K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.29KNew |
$239K - $245K
|
5.29K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.28K+ 46.78% |
$238K - $245K
|
16.6K
$768K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.28KNew |
$238K - $244K
|
5.28K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.25KNew |
$237K - $243K
|
5.25K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.14KNew |
$232K - $238K
|
5.14K
$238K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.03K+ 86.3% |
$227K - $233K
|
10.9K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.8KNew |
$217K - $222K
|
4.8K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.75KNew |
$214K - $220K
|
4.75K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.74KNew |
$214K - $220K
|
4.74K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4.73K+ 4.81% |
$213K - $219K
|
103K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.65KNew |
$210K - $215K
|
4.65K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
4.62K+ 18.25% |
$208K - $214K
|
29.9K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.51KNew |
$204K - $209K
|
4.51K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.46K+ 9.71% |
$201K - $207K
|
50.4K
$2.34M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.44K+ 7.68% |
$200K - $206K
|
62.2K
$2.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.36KNew |
$197K - $202K
|
4.36K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
4.24K+ 0.94% |
$191K - $196K
|
455K
$21.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.94K+ 6.82% |
$178K - $182K
|
61.7K
$2.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.82K+ 2.85% |
$172K - $177K
|
138K
$6.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61KNew |
$163K - $167K
|
3.61K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.59K+ 1.83% |
$162K - $166K
|
199K
$9.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.5K+ 13.44% |
$158K - $162K
|
29.6K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.29K+ 14.01% |
$148K - $152K
|
26.8K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.25K+ 1.74% |
$147K - $151K
|
190K
$8.79M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
2.73KNew |
$123K - $126K
|
2.73K
$127K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.61KNew |
$118K - $121K
|
2.61K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.15K+ 9.22% |
$96.8K - $99.4K
|
25.4K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.11K+ 37.14% |
$95.2K - $97.8K
|
7.8K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.82KNew |
$82.1K - $84.3K
|
1.82K
$84.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.59K+ 1.63% |
$71.6K - $73.5K
|
99.2K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 3.59% |
$69.9K - $71.7K
|
44.7K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.49K+ 0.97% |
$67.1K - $68.9K
|
155K
$7.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34K+ 1336.0% |
$60.3K - $61.9K
|
1.44K
$66.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.33KNew |
$60K - $61.6K
|
1.33K
$61.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 15.65% |
$58.7K - $60.2K
|
9.61K
$445K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 1.46% |
$56.3K - $57.8K
|
86.5K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$46.2K - $47.5K
|
1.03K
$47.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
981+ 3.08% |
$44.3K - $45.4K
|
32.8K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
949+ 8.44% |
$42.8K - $44K
|
12.2K
$565K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
879+ 1.84% |
$39.7K - $40.7K
|
48.6K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
860+ 15.46% |
$38.8K - $39.8K
|
6.42K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
853+ 0.91% |
$38.5K - $39.5K
|
94.7K
$4.39M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
844+ 5.84% |
$38.1K - $39.1K
|
15.3K
$709K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
841+ 6.26% |
$37.9K - $39K
|
14.3K
$662K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
835+ 6.59% |
$37.7K - $38.7K
|
13.5K
$626K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
809New |
$36.5K - $37.5K
|
809
$37.5K
|