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 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.51K+ 87.01% |
$438K - $443K
|
20.4K
$948K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.36K+ 7.56% |
$430K - $435K
|
133K
$6.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.11KNew |
$419K - $424K
|
9.11K
$422K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.05K+ 30.18% |
$416K - $421K
|
39K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
9.05K+ 8.78% |
$416K - $421K
|
112K
$5.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.8KNew |
$405K - $410K
|
8.8K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
8.5K+ 4.99% |
$391K - $396K
|
179K
$8.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.06K+ 28.53% |
$371K - $375K
|
36.3K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.04K+ 26.32% |
$324K - $328K
|
33.8K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7K+ 7.46% |
$322K - $326K
|
101K
$4.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.97K+ 4.69% |
$321K - $324K
|
156K
$7.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.93K+ 11.23% |
$319K - $322K
|
68.6K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.45K+ 43.14% |
$297K - $300K
|
21.4K
$992K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.42K+ 10.36% |
$295K - $299K
|
68.4K
$3.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
6.12K+ 19.18% |
$281K - $285K
|
38K
$1.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$271K - $275K
|
5.9K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.88K+ 3.33% |
$270K - $274K
|
182K
$8.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.68K+ 9.05% |
$262K - $265K
|
68.5K
$3.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.98K+ 8.56% |
$229K - $232K
|
63.1K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.91KNew |
$226K - $229K
|
4.91K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
4.33K+ 8.77% |
$199K - $202K
|
53.7K
$2.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.04K+ 0.67% |
$140K - $141K
|
456K
$21.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.84K+ 5.86% |
$131K - $132K
|
51.3K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.36K+ 8.12% |
$108K - $110K
|
31.4K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.32K+ 23.66% |
$107K - $108K
|
12.1K
$562K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.31K+ 4.32% |
$106K - $108K
|
55.8K
$2.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.31K+ 1.68% |
$106K - $108K
|
140K
$6.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.12K+ 3.26% |
$97.3K - $98.5K
|
67K
$3.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.95K+ 6.71% |
$89.6K - $90.7K
|
31K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.79K+ 1.64% |
$82.3K - $83.3K
|
111K
$5.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.78K+ 13.1% |
$81.7K - $82.7K
|
15.3K
$711K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.64K+ 24.62% |
$75.4K - $76.3K
|
8.3K
$385K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.37K+ 28.43% |
$62.8K - $63.5K
|
6.17K
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
751+ 1.87% |
$34.6K - $35K
|
41K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
665+ 3.02% |
$30.6K - $31K
|
22.7K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
542+ 8.73% |
$24.9K - $25.2K
|
6.75K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
500+ 7.64% |
$23K - $23.3K
|
7.05K
$327K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
346+ 2.56% |
$15.9K - $16.1K
|
13.9K
$642K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
171+ 3.08% |
$7.87K - $7.96K
|
5.72K
$265K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
118+ 0.91% |
$5.43K - $5.49K
|
13.1K
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
102+ 1.88% |
$4.69K - $4.75K
|
5.54K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.04% |
$4.6K - $4.66K
|
9.71K
$450K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 0.28% |
$3.54K - $3.58K
|
27.1K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
53+ 48.62% |
$2.44K - $2.47K
|
162
$7.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
33+ 0.36% |
$1.52K - $1.54K
|
9.17K
$425K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
33+ 0.3% |
$1.52K - $1.54K
|
10.9K
$505K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
17+ 0.27% |
$782 - $791
|
6.34K
$294K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-10- 0.1% |
$460 - $466
|
10.3K
$475K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30- 0.49% |
$1.38K - $1.4K
|
6.06K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-247- 0.4% |
$11.4K - $11.5K
|
61.8K
$2.86M
|