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 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.5K+ 22.06% |
$4.12M - $4.17M
|
495K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.67K- 94.91% |
$261K - $264K
|
304
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156KNew |
$7.19M - $7.27M
|
156K
$7.22M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
271K+ 4511.79% |
$12.4M - $12.6M
|
277K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
8.43K+ 27.68% |
$388K - $392K
|
38.9K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.6KNew |
$396K - $400K
|
8.6K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.5K+ 25.93% |
$391K - $396K
|
41.3K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-560- 37.79% |
$25.8K - $26.1K
|
922
$42.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.32K- 7.83% |
$153K - $154K
|
39K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59M+ 161.52% |
$73.2M - $74.1M
|
2.58M
$119M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.43K+ 4.23% |
$388K - $392K
|
208K
$9.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.94K+ 24.85% |
$89.1K - $90.2K
|
9.73K
$450K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18.7K+ 7.6% |
$860K - $870K
|
265K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.01K+ 5.62% |
$46.2K - $46.8K
|
18.9K
$873K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.76K+ 21.37% |
$80.8K - $81.7K
|
9.97K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20.1K+ 67.7% |
$924K - $935K
|
49.7K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.9K- 5.33% |
$1.84M - $1.86M
|
709K
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.41K+ 15.25% |
$64.7K - $65.4K
|
10.6K
$491K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
115K+ 27.89% |
$5.31M - $5.38M
|
529K
$24.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
13.4KNew |
$614K - $621K
|
13.4K
$617K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
834+ 6.69% |
$38.4K - $38.8K
|
13.3K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-691- 2.72% |
$31.8K - $32.2K
|
24.7K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-38.4K- 88.86% |
$1.77M - $1.79M
|
4.81K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 113.7% |
$2.69M - $2.72M
|
110K
$5.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86.4KNew |
$3.97M - $4.02M
|
86.4K
$3.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.14K+ 109.01% |
$329K - $332K
|
13.7K
$633K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 15.16% |
$62.8K - $63.5K
|
7.64K
$353K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.26K+ 36.33% |
$104K - $105K
|
8.47K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
110+ 2.05% |
$5.06K - $5.12K
|
5.48K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.26KNew |
$380K - $385K
|
8.26K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
492+ 34.26% |
$22.6K - $22.9K
|
1.93K
$89.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-278- 8.38% |
$12.8K - $12.9K
|
3.04K
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.38K+ 40.99% |
$110K - $111K
|
8.19K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
155K+ 121.32% |
$7.11M - $7.2M
|
282K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 4.23% |
$966K - $977K
|
475K
$21.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
319KNew |
$14.7M - $14.8M
|
319K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-202K- 66.74% |
$9.29M - $9.4M
|
101K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2K+ 6.59% |
$653K - $660K
|
229K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56.4K+ 292.27% |
$2.59M - $2.62M
|
75.7K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.87K+ 23.68% |
$132K - $134K
|
15K
$692K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
868+ 19.48% |
$39.9K - $40.4K
|
5.32K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
86.9K+ 75.59% |
$4M - $4.05M
|
202K
$9.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-28.4K- 87.95% |
$1.31M - $1.32M
|
3.89K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-927- 1.3% |
$42.7K - $43.2K
|
70.5K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.55K- 15.49% |
$209K - $212K
|
24.8K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.1K+ 14.43% |
$2.91M - $2.94M
|
501K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
323+ 1.82% |
$14.9K - $15K
|
18.1K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-49.1K- 5.17% |
$2.26M - $2.29M
|
902K
$41.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
74.9K+ 21.93% |
$3.45M - $3.49M
|
417K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 5.98% |
$75.8K - $76.7K
|
25.9K
$1.2M
|
|