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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
22.5K+ 36.01% |
$1.03M - $1.04M
|
85.1K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.93K+ 19.85% |
$316K - $321K
|
41.8K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
693+ 5.66% |
$31.6K - $32.1K
|
12.9K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-260- 2.98% |
$11.9K - $12K
|
8.45K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
764New |
$34.8K - $35.3K
|
764
$35.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.4KNew |
$610K - $619K
|
13.4K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
332+ 5.04% |
$15.1K - $15.4K
|
6.92K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260+ 33.77% |
$11.9K - $12K
|
1.03K
$47.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 39.15% |
$24.6M - $25M
|
1.92M
$88.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26.2K+ 4.9% |
$1.19M - $1.21M
|
560K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
6.55KNew |
$298K - $303K
|
6.55K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 1.09% |
$410 - $416
|
813
$37.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
27.7KNew |
$1.26M - $1.28M
|
27.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$1.68M - $1.71M
|
37K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
38.4K+ 5.08% |
$1.75M - $1.78M
|
795K
$36.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28.8K+ 14.89% |
$1.31M - $1.33M
|
222K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-513- 2.42% |
$23.4K - $23.7K
|
20.7K
$952K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
251+ 4.63% |
$11.4K - $11.6K
|
5.68K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.29KNew |
$241K - $245K
|
5.29K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.99K- 15.26% |
$410K - $416K
|
49.9K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
41.5K+ 4.7% |
$1.89M - $1.92M
|
925K
$42.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-168- 1.0% |
$7.66K - $7.77K
|
16.7K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.5K+ 36.01% |
$478K - $485K
|
39.6K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 25.0% |
$9.12K - $9.25K
|
1K
$46K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.1K+ 258.18% |
$550K - $558K
|
16.7K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
35.7K+ 13.79% |
$1.63M - $1.65M
|
295K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-131K- 81.8% |
$5.99M - $6.08M
|
29.2K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 0.71% |
$18.2K - $18.5K
|
56.8K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09K+ 86.94% |
$49.5K - $50.2K
|
2.33K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23.9K+ 25.11% |
$1.09M - $1.11M
|
119K
$5.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
59.6K+ 60.7% |
$2.72M - $2.75M
|
158K
$7.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
16K+ 4.25% |
$730K - $741K
|
392K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509+ 0.3% |
$23.2K - $23.5K
|
172K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.3K- 3.99% |
$150K - $152K
|
79.2K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
710+ 14.87% |
$32.4K - $32.8K
|
5.49K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
87.7K+ 3.71% |
$4M - $4.06M
|
2.45M
$113M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
23.2K+ 61.36% |
$1.06M - $1.07M
|
61K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
317New |
$14.5K - $14.7K
|
317
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.33K+ 3.73% |
$152K - $154K
|
92.6K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
449+ 2.0% |
$20.5K - $20.8K
|
22.9K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.25K- 10.06% |
$239K - $243K
|
46.9K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.2K+ 7.82% |
$1.01M - $1.03M
|
306K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.66% |
$108K - $110K
|
38K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
139KNew |
$6.35M - $6.44M
|
139K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
29.3K+ 11.73% |
$1.33M - $1.35M
|
279K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.68K+ 8.32% |
$168K - $170K
|
47.9K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.3K+ 166.72% |
$2.89M - $2.93M
|
101K
$4.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
97.9K+ 79.98% |
$4.46M - $4.53M
|
220K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.04K+ 14.96% |
$412K - $418K
|
69.5K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-662- 13.11% |
$30.2K - $30.6K
|
4.39K
$202K
|