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 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-260- 2.46% |
$12K - $12.1K
|
10.3K
$478K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-302- 1.47% |
$13.9K - $14.1K
|
20.2K
$935K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-453- 5.09% |
$20.8K - $21.1K
|
8.45K
$392K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-511- 2.69% |
$23.5K - $23.8K
|
18.5K
$856K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-797- 89.25% |
$36.7K - $37.1K
|
96
$4.45K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-856- 0.49% |
$39.4K - $39.8K
|
174K
$8.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.93% |
$49.8K - $50.4K
|
20.9K
$969K
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.59K- 0.84% |
$73K - $73.8K
|
188K
$8.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.85K- 67.86% |
$85.2K - $86.2K
|
877
$40.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.13K- 9.0% |
$97.8K - $98.9K
|
21.5K
$996K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.02K- 1.18% |
$185K - $187K
|
338K
$15.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.48K- 3.01% |
$252K - $255K
|
176K
$8.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.01K- 55.69% |
$368K - $373K
|
6.37K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-8.47K- 7.8% |
$390K - $394K
|
100K
$4.64M
|