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
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
623New |
$28.1K - $28.9K
|
623
$28.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
605+ 1.45% |
$27.3K - $28K
|
42.4K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
576+ 0.96% |
$26K - $26.7K
|
60.3K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
549+ 3.23% |
$24.8K - $25.4K
|
17.5K
$813K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
546+ 2.25% |
$24.6K - $25.3K
|
24.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539+ 62.46% |
$24.3K - $25K
|
1.4K
$65K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
453+ 0.95% |
$20.4K - $21K
|
48.1K
$2.23M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
452+ 43.88% |
$20.4K - $20.9K
|
1.48K
$68.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
445+ 5.72% |
$20.1K - $20.6K
|
8.22K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
419+ 1.05% |
$18.9K - $19.4K
|
40.2K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
393+ 6.27% |
$17.7K - $18.2K
|
6.66K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
343+ 26.4% |
$15.5K - $15.9K
|
1.64K
$76.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
289+ 3.12% |
$13K - $13.4K
|
9.55K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
220+ 0.17% |
$9.93K - $10.2K
|
131K
$6.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 0.1% |
$9.84K - $10.1K
|
208K
$9.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
200+ 3.33% |
$9.02K - $9.26K
|
6.22K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
177+ 3.3% |
$7.99K - $8.2K
|
5.55K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
145+ 3.09% |
$6.54K - $6.72K
|
4.84K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
141New |
$6.36K - $6.53K
|
141
$6.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
118+ 1.42% |
$5.32K - $5.47K
|
8.43K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
107+ 0.1% |
$4.83K - $4.96K
|
109K
$5.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
79New |
$3.56K - $3.66K
|
79
$3.66K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
43+ 0.34% |
$1.94K - $1.99K
|
12.8K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 3.0% |
$1.17K - $1.2K
|
893
$41.4K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25+ 0.47% |
$1.13K - $1.16K
|
5.37K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
11+ 1.46% |
$496 - $510
|
764
$35.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.28% |
$677 - $695
|
5.26K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 3.43% |
$722 - $741
|
451
$20.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.13K - $1.16K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-65- 0.62% |
$2.93K - $3.01K
|
10.4K
$484K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-162- 1.26% |
$7.31K - $7.5K
|
12.7K
$591K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-165- 3.29% |
$7.44K - $7.64K
|
4.85K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-208- 2.28% |
$9.38K - $9.63K
|
8.9K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-210- 1.44% |
$9.48K - $9.73K
|
14.4K
$667K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-246- 1.66% |
$11.1K - $11.4K
|
14.6K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 81.31% |
$11.2K - $11.5K
|
57
$2.64K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-250- 4.62% |
$11.3K - $11.6K
|
5.16K
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-257- 27.0% |
$11.6K - $11.9K
|
695
$32.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-260- 1.52% |
$11.7K - $12K
|
16.8K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-292- 0.59% |
$13.2K - $13.5K
|
49.4K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-337- 40.21% |
$15.2K - $15.6K
|
501
$23.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-468- 0.26% |
$21.1K - $21.7K
|
176K
$8.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-489- 7.44% |
$22.1K - $22.7K
|
6.09K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-511- 8.6% |
$23.1K - $23.7K
|
5.43K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-539- 36.92% |
$24.3K - $25K
|
921
$42.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-688- 6.11% |
$31K - $31.9K
|
10.6K
$490K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-766- 3.82% |
$34.6K - $35.5K
|
19.3K
$894K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-906- 8.95% |
$40.9K - $42K
|
9.22K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-909- 15.97% |
$41K - $42.1K
|
4.78K
$222K
|