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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5.28KNew |
$238K - $244K
|
5.28K
$244K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
606K+ 18.92% |
$27.3M - $28M
|
3.81M
$176M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21KNew |
$947K - $972K
|
21K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29KNew |
$1.31M - $1.34M
|
29K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.94K+ 52.7% |
$448K - $460K
|
28.8K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.29KNew |
$239K - $245K
|
5.29K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 3.59% |
$69.9K - $71.7K
|
44.7K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$1M - $1.03M
|
22.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14.9K+ 4.57% |
$674K - $692K
|
342K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
309K+ 241.64% |
$14M - $14.3M
|
438K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.9KNew |
$537K - $551K
|
11.9K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.1KNew |
$726K - $745K
|
16.1K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
605+ 1.45% |
$27.3K - $28K
|
42.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
548K+ 125.39% |
$24.7M - $25.4M
|
986K
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-956- 0.57% |
$43.1K - $44.3K
|
166K
$7.66M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 13.89% |
$826K - $848K
|
150K
$6.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-250- 4.62% |
$11.3K - $11.6K
|
5.16K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
418K+ 31.17% |
$18.8M - $19.3M
|
1.76M
$81.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$46.2K - $47.5K
|
1.03K
$47.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12.9K- 36.05% |
$583K - $598K
|
22.9K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
294K+ 15.69% |
$13.2M - $13.6M
|
2.16M
$100M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
97.4K+ 291.48% |
$4.39M - $4.51M
|
131K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.7KNew |
$1.34M - $1.37M
|
29.7K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.8K- 1.91% |
$126K - $130K
|
144K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 28.95% |
$521K - $535K
|
51.4K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 6.54% |
$242K - $248K
|
87.3K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
124K+ 21.11% |
$5.59M - $5.74M
|
711K
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25+ 0.47% |
$1.13K - $1.16K
|
5.37K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539+ 62.46% |
$24.3K - $25K
|
1.4K
$64.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
96.2K+ 329.34% |
$4.34M - $4.46M
|
125K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
15K+ 96.79% |
$676K - $694K
|
30.5K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.74K+ 21.81% |
$349K - $358K
|
43.2K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.7KNew |
$934K - $959K
|
20.7K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
951KNew |
$42.9M - $44M
|
951K
$43.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-906- 8.95% |
$40.9K - $42K
|
9.22K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62KNew |
$2.8M - $2.87M
|
62K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-974- 3.21% |
$43.9K - $45.1K
|
29.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.7K+ 1.26% |
$1.11M - $1.14M
|
1.99M
$91.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 618.59% |
$2M - $2.06M
|
51.6K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 13.62% |
$64K - $65.7K
|
9K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.3K+ 128.0% |
$2M - $2.05M
|
78.9K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.5K- 5.31% |
$3.86M - $3.96M
|
1.52M
$70.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.77K- 1.99% |
$260K - $267K
|
284K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.11K+ 37.14% |
$95.2K - $97.8K
|
7.8K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
79.6K+ 166.68% |
$3.59M - $3.69M
|
127K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.4K+ 18.88% |
$650K - $667K
|
90.7K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7KNew |
$316K - $324K
|
7K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.1K+ 5.32% |
$501K - $515K
|
220K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
19KNew |
$857K - $879K
|
19K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 223.22% |
$519K - $533K
|
16.6K
$770K
|