Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250K+ 236.02% |
$11.5M - $11.6M
|
356K
$16.5M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
240K+ 1427.45% |
$11.1M - $11.2M
|
257K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
189K+ 117.99% |
$8.71M - $8.82M
|
350K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
162K+ 41.06% |
$7.44M - $7.52M
|
555K
$25.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
156KNew |
$7.17M - $7.26M
|
156K
$7.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147K+ 13.95% |
$6.77M - $6.85M
|
1.2M
$55.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
135K+ 20.56% |
$6.21M - $6.28M
|
791K
$36.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
123KNew |
$5.67M - $5.74M
|
123K
$5.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
116KNew |
$5.32M - $5.38M
|
116K
$5.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
76.9K+ 260.76% |
$3.54M - $3.58M
|
106K
$4.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
73K+ 165.95% |
$3.36M - $3.4M
|
117K
$5.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72.2KNew |
$3.32M - $3.36M
|
72.2K
$3.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71.9KNew |
$3.31M - $3.35M
|
71.9K
$3.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
68.3K+ 23.0% |
$3.14M - $3.18M
|
366K
$16.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66K+ 30.03% |
$3.04M - $3.07M
|
286K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.2K+ 24.7% |
$2.77M - $2.8M
|
304K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
52.4K+ 178.51% |
$2.41M - $2.44M
|
81.7K
$3.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
49.3K+ 4.95% |
$2.27M - $2.29M
|
1.05M
$48.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48K+ 27.42% |
$2.21M - $2.23M
|
223K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
46.2KNew |
$2.12M - $2.15M
|
46.2K
$2.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
41K+ 4.93% |
$1.89M - $1.91M
|
873K
$40.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.7K+ 439.42% |
$1.87M - $1.9M
|
50K
$2.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
36.4K+ 157.64% |
$1.68M - $1.7M
|
59.5K
$2.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.6KNew |
$1.5M - $1.52M
|
32.6K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28.5K+ 142.74% |
$1.31M - $1.33M
|
48.5K
$2.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 5.45% |
$1.26M - $1.27M
|
530K
$24.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.1K+ 22.47% |
$1.25M - $1.26M
|
148K
$6.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
24.1K+ 5.1% |
$1.11M - $1.12M
|
498K
$23.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23.4K+ 21.06% |
$1.08M - $1.09M
|
134K
$6.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
23.3K+ 3.26% |
$1.07M - $1.08M
|
738K
$34.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
22.9K+ 18.17% |
$1.05M - $1.07M
|
149K
$6.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
21.6KNew |
$993K - $1M
|
21.6K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 24.21% |
$982K - $994K
|
110K
$5.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.1K+ 5.54% |
$970K - $982K
|
401K
$18.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.7K+ 111.72% |
$950K - $961K
|
39.1K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
20K+ 156.6% |
$920K - $931K
|
32.8K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
19.3K+ 13.66% |
$890K - $900K
|
161K
$7.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.9K+ 3.66% |
$870K - $880K
|
536K
$24.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.3K+ 7.93% |
$842K - $852K
|
249K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
14.2K+ 2.9% |
$655K - $662K
|
504K
$23.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.7KNew |
$629K - $637K
|
13.7K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
13.6KNew |
$624K - $631K
|
13.6K
$629K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13K+ 12.1% |
$598K - $605K
|
120K
$5.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
13K+ 9.41% |
$598K - $605K
|
151K
$7.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
12.6K+ 50.99% |
$581K - $588K
|
37.4K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.2K+ 34.3% |
$513K - $519K
|
43.7K
$2.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.3K+ 12.91% |
$475K - $480K
|
90.3K
$4.19M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
10K+ 23.11% |
$462K - $468K
|
53.5K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.54K+ 10.51% |
$439K - $444K
|
100K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.51K+ 87.01% |
$438K - $443K
|
20.4K
$948K
|