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 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 4.01% |
$48.8K - $49.4K
|
25.4K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11K+ 3.81% |
$504K - $510K
|
299K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 14.86% |
$2.02M - $2.04M
|
339K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.81K+ 7.35% |
$129K - $131K
|
41K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 3.72% |
$695K - $703K
|
420K
$19.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23.4K+ 140.99% |
$1.07M - $1.09M
|
39.9K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.16K- 12.02% |
$53.2K - $53.8K
|
8.46K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
4.54K+ 85.32% |
$209K - $211K
|
9.86K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
SELL
|
- |
-1.23K- 0.71% |
$56.5K - $57.2K
|
171K
$7.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.37K- 8.97% |
$293K - $297K
|
64.6K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
644+ 0.6% |
$29.6K - $30K
|
108K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.35K+ 3.29% |
$430K - $435K
|
294K
$13.6M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.13K+ 8.86% |
$51.9K - $52.6K
|
13.9K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.85K+ 82.69% |
$177K - $179K
|
8.5K
$393K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-442K- 40.36% |
$20.4M - $20.6M
|
654K
$30.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-145- 3.21% |
$6.67K - $6.75K
|
4.37K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
339+ 6.41% |
$15.6K - $15.8K
|
5.63K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.7K- 34.22% |
$812K - $822K
|
33.9K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-115- 2.24% |
$5.29K - $5.35K
|
5.03K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
97+ 1.25% |
$4.46K - $4.52K
|
7.88K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 94.52% |
$71.4K - $72.2K
|
3.19K
$148K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
979+ 10.25% |
$45K - $45.6K
|
10.5K
$487K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
11New |
$506 - $512
|
11
$509
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.08K+ 14.68% |
$142K - $143K
|
24.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
924New |
$42.5K - $43K
|
924
$42.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.53K- 8.78% |
$116K - $118K
|
26.3K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 567.58% |
$475K - $481K
|
12.2K
$562K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-261- 1.32% |
$12K - $12.1K
|
19.5K
$903K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
192+ 4.01% |
$8.83K - $8.94K
|
4.98K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
20.3K+ 4.46% |
$934K - $945K
|
475K
$22M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95K+ 9.27% |
$4.37M - $4.42M
|
1.12M
$51.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
15.4KNew |
$709K - $717K
|
15.4K
$712K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.1K+ 6.45% |
$1.43M - $1.45M
|
514K
$23.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
121+ 1.44% |
$5.57K - $5.63K
|
8.55K
$395K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
41.8KNew |
$1.92M - $1.95M
|
41.8K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 46.61% |
$109M - $110M
|
7.43M
$343M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 6.78% |
$471K - $476K
|
161K
$7.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.63K+ 134.47% |
$397K - $402K
|
15.1K
$696K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
35.1K+ 6.24% |
$1.62M - $1.63M
|
598K
$27.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11K+ 14.48% |
$504K - $510K
|
86.6K
$4M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
563+ 3.95% |
$25.9K - $26.2K
|
14.8K
$686K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
50.9K+ 5.98% |
$2.34M - $2.37M
|
902K
$41.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.87K+ 25.94% |
$408K - $413K
|
43.1K
$1.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
555+ 3.94% |
$25.5K - $25.8K
|
14.6K
$677K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19K+ 3.71% |
$875K - $885K
|
531K
$24.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.14KNew |
$52.2K - $52.8K
|
1.14K
$52.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.34K+ 4.73% |
$338K - $342K
|
162K
$7.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
160New |
$7.36K - $7.45K
|
160
$7.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.27KNew |
$150K - $152K
|
3.27K
$151K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97.3K+ 161.28% |
$4.48M - $4.53M
|
158K
$7.29M
|
|