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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.8K+ 8.39% |
$945K - $959K
|
268K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.11K+ 9.82% |
$187K - $190K
|
45.9K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.81KNew |
$219K - $222K
|
4.81K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 22.95% |
$60.1K - $61K
|
4.43K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.81K- 3.4% |
$82.2K - $83.5K
|
51.3K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
19.4K+ 225.56% |
$880K - $894K
|
27.9K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
539+ 58.52% |
$24.5K - $24.9K
|
1.46K
$67.2K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.03K+ 18.78% |
$46.8K - $47.6K
|
6.52K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40.2K+ 14.42% |
$1.83M - $1.86M
|
319K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
157K+ 50.58% |
$7.15M - $7.26M
|
468K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275+ 2.69% |
$12.5K - $12.7K
|
10.5K
$483K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.9KNew |
$721K - $732K
|
15.9K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
209K+ 565.17% |
$9.49M - $9.64M
|
246K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.41K+ 10.7% |
$109K - $111K
|
24.9K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 3.99% |
$261K - $265K
|
150K
$6.88M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-265- 2.05% |
$12K - $12.2K
|
12.7K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.56KNew |
$253K - $257K
|
5.56K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32.5K+ 27.27% |
$1.48M - $1.5M
|
152K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.08K+ 43.25% |
$322K - $327K
|
23.5K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.21K+ 9.05% |
$55K - $55.9K
|
14.6K
$671K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 60.0% |
$27.3K - $27.7K
|
1.6K
$73.6K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
18+ 0.41% |
$818 - $831
|
4.45K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.82KNew |
$128K - $130K
|
2.82K
$130K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
838New |
$38.1K - $38.7K
|
838
$38.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.24K- 5.73% |
$102K - $103K
|
36.9K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$299K - $304K
|
6.58K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$683K - $694K
|
15K
$691K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.41K+ 17.03% |
$382K - $388K
|
57.8K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
195+ 0.94% |
$8.86K - $9.01K
|
20.9K
$962K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68.1K+ 202.69% |
$3.09M - $3.14M
|
102K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
3.55K+ 7.12% |
$162K - $164K
|
53.5K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-331- 58.17% |
$15K - $15.3K
|
238
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7.36K- 12.06% |
$335K - $340K
|
53.7K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.13K+ 7.68% |
$96.8K - $98.3K
|
29.8K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
719+ 1.51% |
$32.7K - $33.2K
|
48.4K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
87.8K+ 69.7% |
$3.99M - $4.05M
|
214K
$9.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
15.5K+ 10.52% |
$706K - $717K
|
163K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
6.6K+ 35.29% |
$300K - $305K
|
25.3K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
220New |
$10K - $10.2K
|
220
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4K+ 22.79% |
$182K - $185K
|
21.6K
$992K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.88K+ 27.77% |
$176K - $179K
|
17.9K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
524K+ 150.89% |
$23.8M - $24.2M
|
872K
$40.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
31.5KNew |
$1.43M - $1.46M
|
31.5K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.01% |
$182 - $185
|
56.8K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5K+ 62.71% |
$477K - $484K
|
27.2K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
107New |
$4.86K - $4.94K
|
107
$4.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.49% |
$2.41K - $2.45K
|
11K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.7K+ 219.28% |
$1.67M - $1.69M
|
53.4K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.26K+ 28.41% |
$148K - $151K
|
14.8K
$679K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.99K+ 6.23% |
$272K - $276K
|
102K
$4.7M
|