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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133K+ 79.16% |
$6.02M - $6.12M
|
300K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.5K+ 146.25% |
$250K - $254K
|
9.26K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
60.5K+ 6.54% |
$2.75M - $2.79M
|
985K
$45.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.31K- 2.7% |
$378K - $384K
|
299K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 43.09% |
$1.2M - $1.22M
|
87.5K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.07K+ 53.41% |
$185K - $188K
|
11.7K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
268K+ 43.09% |
$12.2M - $12.4M
|
890K
$41M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
576K+ 29.97% |
$26.2M - $26.6M
|
2.5M
$115M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.8KNew |
$2.17M - $2.21M
|
47.8K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.5K+ 537.32% |
$569K - $578K
|
14.9K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-346- 42.56% |
$15.7K - $16K
|
467
$21.5K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14.1K+ 11.86% |
$643K - $653K
|
133K
$6.15M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
93+ 10.83% |
$4.23K - $4.29K
|
952
$43.9K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.7K+ 29.05% |
$488K - $495K
|
47.7K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-227- 1.31% |
$10.3K - $10.5K
|
17.1K
$788K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
579+ 2.97% |
$26.3K - $26.7K
|
20.1K
$925K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.09K- 1.83% |
$277K - $281K
|
327K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
49.1K+ 9.97% |
$2.23M - $2.27M
|
541K
$24.9M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.79K+ 48.07% |
$263K - $267K
|
17.8K
$822K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 34.72% |
$876K - $890K
|
36.2K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.91K- 13.91% |
$178K - $180K
|
24.2K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.91KNew |
$223K - $227K
|
4.91K
$226K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.63KNew |
$301K - $306K
|
6.63K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.1KNew |
$1.69M - $1.71M
|
37.1K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18.9KNew |
$857K - $871K
|
18.9K
$869K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.39K+ 33.97% |
$154K - $157K
|
13.4K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4K+ 228.22% |
$745K - $757K
|
23.6K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 109.32% |
$5.27M - $5.35M
|
222K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-120K- 40.68% |
$5.45M - $5.53M
|
175K
$8.06M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.9KNew |
$723K - $734K
|
15.9K
$733K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$227 - $231
|
5
$231
|
|
|
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
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.81KNew |
$219K - $222K
|
4.81K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 22.95% |
$60.1K - $61K
|
4.43K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
19.4K+ 225.56% |
$880K - $894K
|
27.9K
$1.29M
|
|
|
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
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
539+ 58.52% |
$24.5K - $24.9K
|
1.46K
$67.3K
|
|
|
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
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275+ 2.69% |
$12.5K - $12.7K
|
10.5K
$484K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.9KNew |
$721K - $732K
|
15.9K
$731K
|
|
|
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
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.56KNew |
$253K - $257K
|
5.56K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-265- 2.05% |
$12K - $12.2K
|
12.7K
$584K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 3.99% |
$261K - $265K
|
150K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.41K+ 10.7% |
$109K - $111K
|
24.9K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32.5K+ 27.27% |
$1.48M - $1.5M
|
152K
$7M
|
|
|
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
$672K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 60.0% |
$27.3K - $27.7K
|
1.6K
$73.8K
|