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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.9K+ 5.23% |
$678K - $688K
|
299K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73.1K+ 1666.14% |
$3.33M - $3.38M
|
77.5K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 5.85% |
$646K - $655K
|
228K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.21K- 25.72% |
$101K - $102K
|
6.38K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 4.04% |
$117K - $119K
|
61.1K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.27K- 4.44% |
$104K - $105K
|
48.9K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.5K- 3.24% |
$1.34M - $1.36M
|
881K
$40.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
616+ 5.0% |
$28.1K - $28.5K
|
12.9K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.5K+ 7.77% |
$662K - $672K
|
201K
$9.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.82K- 18.56% |
$311K - $316K
|
29.9K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
856+ 7.09% |
$39K - $39.6K
|
12.9K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-8.02K- 5.01% |
$366K - $371K
|
152K
$6.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
149K+ 47.49% |
$6.78M - $6.88M
|
462K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.9K+ 8.17% |
$2.87M - $2.91M
|
832K
$38.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 5.94% |
$947K - $961K
|
370K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
492+ 9.56% |
$22.4K - $22.8K
|
5.64K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 5.63% |
$506K - $513K
|
208K
$9.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.3KNew |
$470K - $476K
|
10.3K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.28K- 2.61% |
$241K - $244K
|
197K
$9.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
125+ 2.61% |
$5.7K - $5.78K
|
4.91K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39K+ 31.66% |
$63.4K - $64.3K
|
5.78K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.09K- 8.13% |
$95.3K - $96.7K
|
23.6K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19- -0.0% |
$866 - $879
|
471K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
90.9KNew |
$4.14M - $4.2M
|
90.9K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30.9K+ 10.24% |
$1.41M - $1.43M
|
333K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.05K+ 4.56% |
$93.4K - $94.7K
|
46.9K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 4.39% |
$47.3K - $48K
|
22.6K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 26.87% |
$69.3K - $70.3K
|
7.17K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 30.37% |
$57.6K - $58.4K
|
5.42K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 4.31% |
$824K - $835K
|
437K
$20M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 27.72% |
$145K - $147K
|
8.31K
$380K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 22.49% |
$350K - $355K
|
41.8K
$1.92M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$695K - $705K
|
15.3K
$699K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
4.81K+ 12.11% |
$219K - $222K
|
44.5K
$2.04M
|
|
| Q3 2024 | |||||||
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.78KNew |
$216K - $222K
|
4.78K
$219K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.89M+ 142.25% |
$131M - $134M
|
4.93M
$226M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
822New |
$37.1K - $38.1K
|
822
$37.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.5KNew |
$1.47M - $1.51M
|
32.5K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.4KNew |
$63.1K - $64.8K
|
1.4K
$64K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43.4K+ 3004.84% |
$1.96M - $2.01M
|
44.9K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 10.88% |
$481K - $494K
|
108K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.63K+ 27.86% |
$119K - $122K
|
12.1K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 1731.07% |
$4.54M - $4.67M
|
106K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.53% |
$87.9K - $90.3K
|
12.5K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-154- 0.43% |
$6.96K - $7.14K
|
35.4K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.6K+ 78.67% |
$1.2M - $1.23M
|
60.4K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
11K+ 69.26% |
$496K - $509K
|
26.8K
$1.23M
|
|
|
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
$728K
|
|