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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
566+ 63.6% |
$25.6K - $26K
|
1.46K
$66.2K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.11K+ 2.94% |
$50.2K - $51K
|
38.9K
$1.77M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1KNew |
$1.45M - $1.47M
|
32.1K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
16KNew |
$724K - $735K
|
16K
$728K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.6K+ 26.27% |
$3.15M - $3.19M
|
334K
$15.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-110- 15.85% |
$4.97K - $5.05K
|
584
$26.5K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 42.76% |
$7.18M - $7.29M
|
530K
$24.1M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-45.6K- 74.28% |
$2.06M - $2.09M
|
15.8K
$717K
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.69K- 7.2% |
$122K - $124K
|
34.7K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.42K+ 58.71% |
$200K - $203K
|
12K
$544K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.78K+ 100.22% |
$126K - $128K
|
5.56K
$253K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.15K+ 34.33% |
$414K - $420K
|
35.8K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$482K - $489K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7K+ 30.63% |
$981K - $995K
|
92.5K
$4.21M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24.6K+ 15.54% |
$1.11M - $1.13M
|
183K
$8.31M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
202K+ 364.59% |
$9.14M - $9.27M
|
258K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.33KNew |
$241K - $245K
|
5.33K
$242K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111KNew |
$5.04M - $5.11M
|
111K
$5.07M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.86K+ 29.44% |
$84.1K - $85.3K
|
8.18K
$372K
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.34K+ 3.77% |
$422K - $429K
|
257K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
481New |
$21.7K - $22.1K
|
481
$21.9K
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
597+ 1.13% |
$27K - $27.4K
|
53.4K
$2.43M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
298K+ 41.79% |
$13.5M - $13.7M
|
1.01M
$46M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.7K+ 66.67% |
$1.25M - $1.27M
|
69.2K
$3.14M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.68K+ 0.93% |
$75.7K - $76.8K
|
182K
$8.26M
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.26% |
$1.27K - $1.28K
|
10.9K
$497K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5KNew |
$1.2M - $1.21M
|
26.5K
$1.2M
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.46KNew |
$247K - $250K
|
5.46K
$248K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 21.02% |
$45.8K - $46.4K
|
5.83K
$265K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-37.8K- 37.76% |
$1.71M - $1.73M
|
62.3K
$2.83M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.27K+ 28.36% |
$193K - $196K
|
19.3K
$879K
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
122K+ 5.94% |
$5.5M - $5.58M
|
2.17M
$98.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 105.66% |
$657K - $666K
|
28.3K
$1.29M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 22.67% |
$238K - $241K
|
28.5K
$1.29M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 14.01% |
$76.6K - $77.7K
|
13.8K
$627K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.88K- 6.01% |
$221K - $224K
|
76.4K
$3.47M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.17K+ 10.29% |
$369K - $375K
|
87.6K
$3.98M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.8K- 81.3% |
$1.53M - $1.55M
|
7.77K
$353K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
228+ 2.23% |
$10.3K - $10.5K
|
10.4K
$475K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 36.23% |
$1.55M - $1.57M
|
129K
$5.86M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.84K- 76.92% |
$129K - $130K
|
853
$38.8K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
983+ 21.25% |
$44.4K - $45.1K
|
5.61K
$255K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.06% |
$452 - $459
|
17.4K
$793K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
93.1KNew |
$4.21M - $4.27M
|
93.1K
$4.23M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4KNew |
$472K - $479K
|
10.4K
$475K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.47KNew |
$292K - $297K
|
6.47K
$294K
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
16.7KNew |
$755K - $766K
|
16.7K
$760K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.91K+ 108.38% |
$312K - $317K
|
13.3K
$604K
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.59K- 23.86% |
$117K - $119K
|
8.28K
$376K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.4K- 5.68% |
$108K - $110K
|
39.8K
$1.81M
|