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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 16.35% |
$78.2K - $80.3K
|
12.3K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
16.1K+ 18.14% |
$728K - $748K
|
105K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.33KNew |
$195K - $201K
|
4.33K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
302KNew |
$13.6M - $14M
|
302K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.27K- 33.09% |
$328K - $337K
|
14.7K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
67.9K+ 29.0% |
$3.07M - $3.15M
|
302K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85.3K+ 1035.51% |
$3.86M - $3.96M
|
93.6K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$1.01M - $1.03M
|
22.3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.41K- 21.9% |
$109K - $112K
|
8.58K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.44% |
$226 - $232
|
210
$9.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
153K+ 144.02% |
$6.9M - $7.09M
|
259K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.7K+ 57.69% |
$167K - $172K
|
10.1K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.6K+ 4.93% |
$613K - $629K
|
289K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
770KNew |
$34.8M - $35.7M
|
770K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42.6K+ 21.1% |
$1.93M - $1.98M
|
245K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.65K- 6.45% |
$165K - $170K
|
53K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 2.28% |
$13K - $13.3K
|
12.3K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.77K+ 3.28% |
$125K - $129K
|
87.2K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.8K+ 252.48% |
$1.8M - $1.84M
|
55.5K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-123- 1.17% |
$5.56K - $5.71K
|
10.4K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23KNew |
$1.04M - $1.07M
|
23K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 78.86% |
$226K - $232K
|
11.4K
$519K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$407 - $418
|
1.48K
$67.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.5K+ 261.03% |
$2.01M - $2.06M
|
61.5K
$2.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74.5K+ 1361.75% |
$3.36M - $3.45M
|
79.9K
$3.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.19K+ 16.24% |
$280K - $287K
|
44.3K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11K+ 8.11% |
$498K - $511K
|
147K
$6.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.03% |
$903 - $928
|
63.7K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.9K+ 44.3% |
$3.07M - $3.15M
|
221K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-373- 0.45% |
$16.8K - $17.3K
|
82.5K
$3.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 54.23% |
$53.5K - $55K
|
1K
$45.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.2KNew |
$280K - $288K
|
6.2K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.4K+ 168.0% |
$379K - $390K
|
13.4K
$612K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
67K+ 9.72% |
$3.03M - $3.11M
|
757K
$34.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38K- 76.47% |
$1.72M - $1.76M
|
11.7K
$534K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.66KNew |
$210K - $216K
|
4.66K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.98K- 17.76% |
$360K - $370K
|
36.9K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.2K+ 22.51% |
$1.64M - $1.68M
|
197K
$8.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13.7K+ 16.71% |
$617K - $633K
|
95.4K
$4.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.35K+ 9.77% |
$60.8K - $62.5K
|
15.1K
$691K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 64.4% |
$24.4M - $25.1M
|
1.38M
$63M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.8K+ 11.93% |
$534K - $548K
|
111K
$5.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.07K- 1.35% |
$93.3K - $95.8K
|
151K
$6.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.7KNew |
$845K - $868K
|
18.7K
$854K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34.9KNew |
$1.58M - $1.62M
|
34.9K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.26K- 3.55% |
$57.1K - $58.6K
|
34.3K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-986- 0.69% |
$44.5K - $45.7K
|
142K
$6.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-25K- 13.48% |
$1.13M - $1.16M
|
160K
$7.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-65.9K- 33.43% |
$2.98M - $3.06M
|
131K
$5.99M
|