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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-956- 0.57% |
$43.1K - $44.3K
|
166K
$7.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-974- 3.21% |
$43.9K - $45.1K
|
29.4K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.04K- 10.23% |
$47K - $48.2K
|
9.13K
$423K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.05K- 1.34% |
$47.3K - $48.6K
|
77.1K
$3.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.09K- 5.21% |
$49K - $50.3K
|
19.8K
$918K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.1K- 8.2% |
$49.5K - $50.8K
|
12.3K
$569K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 6.84% |
$52.5K - $53.9K
|
15.9K
$735K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.19K- 8.09% |
$53.9K - $55.3K
|
13.6K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.22K- 18.41% |
$55.1K - $56.6K
|
5.42K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 13.62% |
$64K - $65.7K
|
9K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 20.0% |
$67.7K - $69.5K
|
6K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.03K- 9.71% |
$91.4K - $93.8K
|
18.8K
$873K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.18K- 1.27% |
$98.5K - $101K
|
170K
$7.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 4.38% |
$101K - $104K
|
49.1K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 17.59% |
$105K - $108K
|
10.9K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.46K- 5.07% |
$111K - $114K
|
46K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.46K- 0.52% |
$111K - $114K
|
474K
$22M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.7K- 5.85% |
$122K - $125K
|
43.5K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.8K- 1.91% |
$126K - $130K
|
144K
$6.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.88K- 7.76% |
$130K - $133K
|
34.2K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.92K- 5.47% |
$132K - $135K
|
50.5K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.07K- 14.23% |
$138K - $142K
|
18.5K
$857K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.12K- 2.05% |
$141K - $144K
|
149K
$6.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.54K- 6.01% |
$205K - $210K
|
71K
$3.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.66K- 8.69% |
$210K - $216K
|
49K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-5.4K- 30.23% |
$244K - $250K
|
12.5K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.77K- 1.99% |
$260K - $267K
|
284K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-6.09K- 38.31% |
$275K - $282K
|
9.81K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-6.61K- 12.36% |
$298K - $306K
|
46.9K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.69K- 22.12% |
$347K - $356K
|
27.1K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-8.22K- 46.08% |
$371K - $381K
|
9.62K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.3K- 23.16% |
$375K - $385K
|
27.6K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-8.51K- 20.74% |
$384K - $394K
|
32.5K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9.62K- 5.02% |
$434K - $446K
|
182K
$8.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.8K- 13.13% |
$487K - $500K
|
71.4K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 3.36% |
$487K - $500K
|
310K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-10.9K- 36.44% |
$491K - $504K
|
19K
$879K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-12.1K- 69.39% |
$544K - $559K
|
5.32K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.7K- 56.43% |
$572K - $587K
|
9.79K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12.9K- 36.05% |
$583K - $598K
|
22.9K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-15.5K- 53.15% |
$700K - $718K
|
13.7K
$634K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-16.3K- 26.98% |
$733K - $753K
|
44K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-16.6K- 3.94% |
$751K - $771K
|
405K
$18.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 23.73% |
$882K - $905K
|
62.8K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-21.4K- 20.98% |
$967K - $992K
|
80.7K
$3.74M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23.1K- 17.65% |
$1.04M - $1.07M
|
108K
$4.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-23.4K- 18.56% |
$1.05M - $1.08M
|
103K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26K- 25.58% |
$1.17M - $1.2M
|
75.6K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-35.8K- 91.51% |
$1.61M - $1.66M
|
3.32K
$154K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-51K- 89.7% |
$2.3M - $2.36M
|
5.85K
$271K
|