Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JPIE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
190+ 3.69% |
$8.64K - $8.77K
|
5.35K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
27.2K+ 131.59% |
$1.23M - $1.25M
|
47.8K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89K- 24.61% |
$131K - $134K
|
8.86K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.7KNew |
$530K - $539K
|
11.7K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20.9KNew |
$948K - $963K
|
20.9K
$960K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.7K+ 1.33% |
$3.03M - $3.08M
|
5.07M
$233M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.68K- 4.65% |
$167K - $170K
|
75.5K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.5K+ 122.3% |
$795K - $808K
|
31.8K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$51K - $51.8K
|
10.4K
$480K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.31K- 2.7% |
$378K - $384K
|
299K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 125.45% |
$7.89M - $8.01M
|
312K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 33.91% |
$1.55M - $1.57M
|
135K
$6.19M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.75K+ 10.29% |
$398K - $404K
|
93.8K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.34% |
$53.6K - $54.4K
|
20.9K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133K+ 79.16% |
$6.02M - $6.12M
|
300K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 43.09% |
$1.2M - $1.22M
|
87.5K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.07K+ 53.41% |
$185K - $188K
|
11.7K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
268K+ 43.09% |
$12.2M - $12.4M
|
890K
$41M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
60.5K+ 6.54% |
$2.75M - $2.79M
|
985K
$45.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.5K+ 146.25% |
$250K - $254K
|
9.26K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.8KNew |
$2.17M - $2.21M
|
47.8K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
576K+ 29.97% |
$26.2M - $26.6M
|
2.5M
$115M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.5K+ 537.32% |
$569K - $578K
|
14.9K
$684K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-346- 42.56% |
$15.7K - $16K
|
467
$21.5K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14.1K+ 11.86% |
$643K - $653K
|
133K
$6.14M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
93+ 10.83% |
$4.23K - $4.29K
|
952
$43.8K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.7K+ 29.05% |
$488K - $495K
|
47.7K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
579+ 2.97% |
$26.3K - $26.7K
|
20.1K
$923K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.09K- 1.83% |
$277K - $281K
|
327K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-227- 1.31% |
$10.3K - $10.5K
|
17.1K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
49.1K+ 9.97% |
$2.23M - $2.27M
|
541K
$24.9M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.79K+ 48.07% |
$263K - $267K
|
17.8K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 34.72% |
$876K - $890K
|
36.2K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.91K- 13.91% |
$178K - $180K
|
24.2K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.91KNew |
$223K - $227K
|
4.91K
$226K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.63KNew |
$301K - $306K
|
6.63K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112K+ 160.51% |
$5.07M - $5.15M
|
181K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-171- 0.76% |
$7.77K - $7.9K
|
22.5K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18.9KNew |
$857K - $871K
|
18.9K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.1KNew |
$1.69M - $1.71M
|
37.1K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.39K+ 33.97% |
$154K - $157K
|
13.4K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4K+ 228.22% |
$745K - $757K
|
23.6K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 109.32% |
$5.27M - $5.35M
|
222K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-120K- 40.68% |
$5.45M - $5.53M
|
175K
$8.04M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.9KNew |
$723K - $734K
|
15.9K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.8K+ 8.39% |
$945K - $959K
|
268K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$227 - $231
|
5
$230
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.11K+ 9.82% |
$187K - $190K
|
45.9K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.81KNew |
$219K - $222K
|
4.81K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 22.95% |
$60.1K - $61K
|
4.43K
$204K
|