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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 0.1% |
$9.84K - $10.1K
|
208K
$9.59M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16.8KNew |
$760K - $780K
|
16.8K
$777K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
22.8K+ 7.16% |
$1.03M - $1.06M
|
342K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.7K- 56.43% |
$572K - $587K
|
9.79K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.3K+ 67.93% |
$1.46M - $1.5M
|
80K
$3.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.04K+ 39.83% |
$363K - $373K
|
28.2K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
576+ 0.96% |
$26K - $26.7K
|
60.3K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
58.1KNew |
$2.62M - $2.69M
|
58.1K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 7.36% |
$1.56M - $1.6M
|
503K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-144K- 60.62% |
$6.52M - $6.69M
|
93.8K
$4.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.69K- 22.12% |
$347K - $356K
|
27.1K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 95.43% |
$647K - $664K
|
29.4K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8K+ 17.57% |
$361K - $371K
|
53.5K
$2.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.94K+ 6.82% |
$178K - $182K
|
61.7K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.7K- 5.85% |
$122K - $125K
|
43.5K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.19M - $1.23M
|
26.5K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 4.38% |
$101K - $104K
|
49.1K
$2.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.03K+ 86.3% |
$227K - $233K
|
10.9K
$500K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
74.1K+ 200.73% |
$3.34M - $3.43M
|
111K
$5.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.3KNew |
$463K - $475K
|
10.3K
$473K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
40.5K+ 88.43% |
$1.84M - $1.87M
|
86.2K
$3.97M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
18.6K+ 17.34% |
$846K - $859K
|
126K
$5.81M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.6K+ 187.39% |
$1.03M - $1.04M
|
34.6K
$1.6M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
11.3K+ 65.89% |
$512K - $521K
|
28.4K
$1.31M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82.7K- 45.67% |
$3.76M - $3.82M
|
98.3K
$4.53M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$45.5 - $46.2
|
4.48K
$206K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
279KNew |
$12.7M - $12.9M
|
279K
$12.9M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-36K- 47.96% |
$1.64M - $1.66M
|
39.1K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
352K+ 35.68% |
$16M - $16.3M
|
1.34M
$61.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 10.74% |
$580K - $590K
|
132K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.08K+ 5.55% |
$367K - $373K
|
154K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.04K+ 7.57% |
$138K - $140K
|
43.2K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.16K- 6.74% |
$280K - $285K
|
85.2K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.4KNew |
$1.52M - $1.54M
|
33.4K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-5.7K- 13.85% |
$259K - $263K
|
35.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.1K+ 663.52% |
$1.42M - $1.44M
|
35.8K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
33.8K+ 5.29% |
$1.54M - $1.56M
|
674K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 1.08% |
$907K - $921K
|
1.87M
$86.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.42K- 20.25% |
$337K - $343K
|
29.2K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$569K - $578K
|
12.5K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-945- 8.54% |
$43K - $43.6K
|
10.1K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.18KNew |
$326K - $331K
|
7.18K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.8K+ 4.19% |
$3.58M - $3.64M
|
1.96M
$90.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.1K- 26.79% |
$505K - $513K
|
30.4K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16.8K- 10.29% |
$763K - $775K
|
146K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.85M+ 137.44% |
$84.2M - $85.5M
|
3.2M
$148M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.51K- 21.62% |
$160K - $162K
|
12.7K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.15KNew |
$234K - $238K
|
5.15K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.1K+ 215.47% |
$1.78M - $1.8M
|
57.2K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18.3K- 12.05% |
$834K - $847K
|
134K
$6.17M
|
|