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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.22KNew |
$374K - $380K
|
8.22K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-271K- 11.06% |
$12.3M - $12.5M
|
2.18M
$101M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
78.8K+ 90.46% |
$3.58M - $3.64M
|
166K
$7.64M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16.8K+ 259.37% |
$763K - $776K
|
23.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
15.5KNew |
$704K - $715K
|
15.5K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
429K+ 552.29% |
$19.5M - $19.8M
|
507K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30.2K- 9.45% |
$1.38M - $1.4M
|
290K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.81KNew |
$264K - $268K
|
5.81K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 13.85% |
$198K - $201K
|
35.9K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.8K+ 52.76% |
$626K - $636K
|
39.9K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
119+ 1.45% |
$5.41K - $5.5K
|
8.31K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.6K+ 41.15% |
$2.21M - $2.24M
|
167K
$7.68M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100K+ 40.52% |
$4.55M - $4.62M
|
347K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.85% |
$500 - $508
|
1.3K
$59.9K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-703- 1.66% |
$32K - $32.5K
|
41.8K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$281K - $286K
|
6.19K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.49K+ 2.76% |
$113K - $115K
|
92.4K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.93KNew |
$270K - $274K
|
5.93K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
193K+ 35.71% |
$8.79M - $8.93M
|
735K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.1K+ 21.65% |
$95.5K - $97K
|
11.8K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
57.7K+ 32.12% |
$2.62M - $2.66M
|
237K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-101K- 81.23% |
$4.61M - $4.69M
|
23.4K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
46.4K+ 3572.77% |
$2.11M - $2.14M
|
47.7K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
437KNew |
$19.9M - $20.2M
|
437K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
35.3K+ 26.75% |
$1.61M - $1.63M
|
167K
$7.72M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 426.65% |
$4.72M - $4.79M
|
128K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-247- 4.71% |
$11.2K - $11.4K
|
5K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
554+ 10.79% |
$25.2K - $25.6K
|
5.69K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131K+ 28.59% |
$5.93M - $6.03M
|
587K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
90+ 0.51% |
$4.09K - $4.16K
|
17.7K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$1.91K - $1.94K
|
42
$1.94K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.5K+ 122.3% |
$795K - $808K
|
31.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.68K- 4.65% |
$167K - $170K
|
75.5K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.7K+ 1.33% |
$3.03M - $3.08M
|
5.07M
$234M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20.9KNew |
$948K - $963K
|
20.9K
$962K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89K- 24.61% |
$131K - $134K
|
8.86K
$408K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
190+ 3.69% |
$8.64K - $8.77K
|
5.35K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
27.2K+ 131.59% |
$1.23M - $1.25M
|
47.8K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
376+ 0.19% |
$17.1K - $17.4K
|
196K
$9.03M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.7KNew |
$530K - $539K
|
11.7K
$538K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 13.67% |
$79K - $80.2K
|
14.4K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
523New |
$23.8K - $24.2K
|
523
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.15K+ 13.92% |
$143K - $145K
|
25.7K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
172KNew |
$7.82M - $7.95M
|
172K
$7.93M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
133KNew |
$6.06M - $6.16M
|
133K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.34% |
$53.6K - $54.4K
|
20.9K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$51K - $51.8K
|
10.4K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.75K+ 10.29% |
$398K - $404K
|
93.8K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.31K- 2.7% |
$378K - $384K
|
299K
$13.8M
|