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 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
546+ 2.25% |
$24.6K - $25.3K
|
24.8K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-16.3K- 26.98% |
$733K - $753K
|
44K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
82.1K+ 38.17% |
$3.7M - $3.8M
|
297K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
59.5K+ 89.63% |
$2.69M - $2.76M
|
126K
$5.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 20.0% |
$67.7K - $69.5K
|
6K
$277K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.76K+ 174.97% |
$350K - $359K
|
12.2K
$563K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7K+ 174.34% |
$845K - $868K
|
29.5K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
4.62K+ 18.25% |
$208K - $214K
|
29.9K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-16.6K- 3.94% |
$751K - $771K
|
405K
$18.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.29K+ 14.01% |
$148K - $152K
|
26.8K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
164K+ 2517.73% |
$7.4M - $7.6M
|
171K
$7.88M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
29KNew |
$1.31M - $1.34M
|
29K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.82KNew |
$82.1K - $84.3K
|
1.82K
$84.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-6.61K- 12.36% |
$298K - $306K
|
46.9K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
28.2K+ 35.01% |
$1.27M - $1.31M
|
109K
$5.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52.2K+ 12.11% |
$2.35M - $2.42M
|
483K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
177+ 3.3% |
$7.99K - $8.2K
|
5.55K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
94.7KNew |
$4.27M - $4.38M
|
94.7K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
853+ 0.91% |
$38.5K - $39.5K
|
94.7K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
61K+ 224.13% |
$2.75M - $2.83M
|
88.2K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-15.5K- 53.15% |
$700K - $718K
|
13.7K
$632K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-10.9K- 36.44% |
$491K - $504K
|
19K
$876K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.74KNew |
$214K - $220K
|
4.74K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.87K+ 9.94% |
$265K - $272K
|
64.9K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 30.52% |
$549K - $564K
|
52.1K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-206K- 90.95% |
$9.28M - $9.53M
|
20.5K
$946K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
62KNew |
$2.8M - $2.87M
|
62K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61KNew |
$163K - $167K
|
3.61K
$167K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
15.4K+ 3.24% |
$694K - $713K
|
490K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
154K+ 72.1% |
$6.95M - $7.14M
|
368K
$17M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8.26K+ 6.19% |
$373K - $382K
|
142K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.61KNew |
$118K - $121K
|
2.61K
$120K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
11+ 1.46% |
$496 - $510
|
764
$35.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
23.1K+ 1.06% |
$1.04M - $1.07M
|
2.21M
$102M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.75KNew |
$214K - $220K
|
4.75K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22.6K+ 3.56% |
$1.02M - $1.05M
|
656K
$30.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
64.7KNew |
$2.92M - $3M
|
64.7K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 81.31% |
$11.2K - $11.5K
|
57
$2.63K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
20.1K+ 2.48% |
$908K - $932K
|
832K
$38.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.59K+ 1.63% |
$71.6K - $73.5K
|
99.2K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-292- 0.59% |
$13.2K - $13.5K
|
49.4K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-85.6K- 7.5% |
$3.86M - $3.96M
|
1.06M
$48.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.13K - $1.16K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
419+ 1.05% |
$18.9K - $19.4K
|
40.2K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.28K+ 46.78% |
$238K - $245K
|
16.6K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.51K+ 25.98% |
$294K - $302K
|
31.6K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.59K+ 1.41% |
$252K - $259K
|
401K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
6.13K+ 23.81% |
$277K - $284K
|
31.9K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
145+ 3.09% |
$6.54K - $6.72K
|
4.84K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.95K+ 4.03% |
$268K - $275K
|
154K
$7.1M
|