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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43.4K+ 3004.84% |
$1.96M - $2.01M
|
44.9K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 10.88% |
$481K - $494K
|
108K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.53% |
$87.9K - $90.3K
|
12.5K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-154- 0.43% |
$6.96K - $7.14K
|
35.4K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.6K+ 78.67% |
$1.2M - $1.23M
|
60.4K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
11K+ 69.26% |
$496K - $509K
|
26.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-864- 1.91% |
$39K - $40.1K
|
44.4K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 14.56% |
$91.3K - $93.8K
|
15.9K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.3K+ 16.22% |
$3.54M - $3.63M
|
561K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.74K+ 13.13% |
$124K - $127K
|
23.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 17.18% |
$2.64M - $2.71M
|
399K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$791K - $812K
|
17.5K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 42.34% |
$175K - $180K
|
13K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$900K - $924K
|
19.9K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 1731.07% |
$4.54M - $4.67M
|
106K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
620KNew |
$28M - $28.8M
|
620K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.86K- 8.84% |
$83.9K - $86.1K
|
19.1K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.63K+ 27.86% |
$119K - $122K
|
12.1K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.2K- 63.2% |
$1.23M - $1.26M
|
15.9K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238New |
$10.8K - $11K
|
238
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27+ 0.53% |
$1.22K - $1.25K
|
5.13K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-389- 2.19% |
$17.6K - $18K
|
17.4K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.86KNew |
$355K - $364K
|
7.86K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.7K- 1.56% |
$1.34M - $1.38M
|
1.88M
$85.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 26.06% |
$14.3M - $14.6M
|
1.53M
$69.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
482K+ 62.27% |
$21.8M - $22.4M
|
1.26M
$57.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
281+ 0.67% |
$12.7K - $13K
|
42K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
558+ 10.15% |
$25.2K - $25.9K
|
6.05K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.49K+ 7.18% |
$248K - $255K
|
81.9K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 22.28% |
$129K - $133K
|
15.7K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
110+ 1.77% |
$4.97K - $5.1K
|
6.32K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-195- 2.45% |
$8.81K - $9.05K
|
7.77K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 8.55% |
$22.6K - $23.2K
|
6.35K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
19K+ 3.17% |
$860K - $883K
|
620K
$28.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
771New |
$34.8K - $35.8K
|
771
$35.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.7K+ 39.5% |
$844K - $867K
|
66K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 16.35% |
$78.2K - $80.3K
|
12.3K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.9KNew |
$1.76M - $1.8M
|
38.9K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.2 - $46.4
|
1
$45.7
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.33K- 9.12% |
$60.1K - $61.7K
|
13.3K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 66.53% |
$1.31M - $1.34M
|
72.3K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.87K- 33.72% |
$175K - $179K
|
7.6K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
16.1K+ 18.14% |
$728K - $748K
|
105K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.33KNew |
$195K - $201K
|
4.33K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 39.56% |
$2.5M - $2.57M
|
195K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 20.3% |
$281K - $289K
|
36.9K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
302KNew |
$13.6M - $14M
|
302K
$13.8M
|