Purchases and Sales Made in Q1 2025 in J P Morgan Exchange Traded Fd (JPRE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPRE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
364K+ 283.92% |
$16.5M - $18.2M
|
492K
$23.7M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
114KNew |
$5.17M - $5.69M
|
114K
$5.49M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.6K+ 1079.19% |
$2.38M - $2.63M
|
57.5K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
28.6K+ 44.84% |
$1.3M - $1.43M
|
92.3K
$4.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
25.1K+ 114.64% |
$1.14M - $1.25M
|
46.9K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 18.88% |
$849K - $936K
|
118K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15.8K+ 42.95% |
$715K - $788K
|
52.5K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7KNew |
$623K - $686K
|
13.7K
$661K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
10.1K+ 7.21% |
$458K - $504K
|
150K
$7.23M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.86KNew |
$402K - $442K
|
8.86K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
8.04KNew |
$364K - $402K
|
8.04K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$254K - $280K
|
5.61K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.25KNew |
$238K - $262K
|
5.25K
$253K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$213K - $235K
|
4.7K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 14.97% |
$131K - $144K
|
22.2K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 20.93% |
$114K - $126K
|
14.5K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 40.85% |
$98.7K - $109K
|
7.5K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.49K+ 19.97% |
$67.7K - $74.6K
|
8.98K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 41.48% |
$58.6K - $64.5K
|
4.41K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
979+ 43.51% |
$44.4K - $48.9K
|
3.23K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
723+ 4.02% |
$32.8K - $36.1K
|
18.7K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397+ 43.39% |
$18K - $19.8K
|
1.31K
$63.2K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165+ 0.97% |
$7.48K - $8.24K
|
17.1K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
156+ 10.68% |
$7.07K - $7.79K
|
1.62K
$77.9K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
120+ 0.88% |
$5.44K - $6K
|
13.7K
$660K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
89+ 5.95% |
$4.04K - $4.45K
|
1.58K
$76.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83+ 29.64% |
$3.76K - $4.15K
|
363
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
81+ 0.42% |
$3.67K - $4.05K
|
19.5K
$941K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 182.5% |
$3.31K - $3.65K
|
113
$5.44K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.81K - $2K
|
40
$1.93K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.45% |
$1.81K - $2K
|
9.02K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 2.75% |
$1.09K - $1.2K
|
898
$43.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$589 - $649
|
13
$626
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$589 - $649
|
13
$626
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 400.0% |
$181 - $200
|
5
$241
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.7% |
$45.3 - $50
|
144
$6.93K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 2.67% |
$1.09K - $1.2K
|
874
$42.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-95- 0.2% |
$4.31K - $4.75K
|
46.7K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-337- 27.56% |
$15.3K - $16.8K
|
886
$42.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 90.52% |
$47.6K - $52.5K
|
110
$5.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.34K- 17.71% |
$152K - $167K
|
15.5K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.26K- 55.39% |
$193K - $213K
|
3.43K
$165K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.1K- 35.72% |
$1.05M - $1.16M
|
41.6K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-158K- 2.75% |
$7.18M - $7.91M
|
5.6M
$270M
|