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 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-52.8K- 33.49% |
$2.43M - $2.46M
|
105K
$4.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.52K - $1.54K
|
33
$1.53K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-949- 18.05% |
$43.7K - $44.2K
|
4.31K
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.65K+ 140.03% |
$398K - $403K
|
14.8K
$686K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
32.7K+ 8.16% |
$1.51M - $1.52M
|
434K
$20.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-148- 0.97% |
$6.81K - $6.89K
|
15.1K
$700K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 6.41% |
$501K - $507K
|
181K
$8.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-600- 7.97% |
$27.6K - $27.9K
|
6.93K
$320K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.63K+ 12.5% |
$443K - $448K
|
86.7K
$4.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$268K - $271K
|
5.83K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.75K+ 17.34% |
$126K - $128K
|
18.6K
$860K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.53K+ 10.32% |
$300K - $304K
|
69.8K
$3.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-112- 0.38% |
$5.15K - $5.21K
|
29.5K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.52KNew |
$208K - $210K
|
4.52K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.59K+ 7.11% |
$165K - $167K
|
54K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.83K+ 4.39% |
$314K - $318K
|
162K
$7.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88K+ 111.43% |
$4.05M - $4.09M
|
167K
$7.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
750New |
$34.5K - $34.9K
|
750
$34.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.04K+ 58.96% |
$140K - $142K
|
8.2K
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
328K+ 10.22% |
$15.1M - $15.3M
|
3.54M
$164M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.8K+ 42.28% |
$955K - $966K
|
69.8K
$3.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
839K+ 52.49% |
$38.6M - $39.1M
|
2.44M
$113M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-323- 0.66% |
$14.9K - $15K
|
48.8K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-560- 1.42% |
$25.8K - $26.1K
|
38.9K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
388K+ 105.41% |
$17.8M - $18.1M
|
756K
$34.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66.4K+ 136.52% |
$3.05M - $3.09M
|
115K
$5.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
115+ 145.57% |
$5.29K - $5.35K
|
194
$8.97K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
6.46KNew |
$297K - $301K
|
6.46K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
10K+ 27.05% |
$461K - $466K
|
47K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
253+ 156.17% |
$11.6K - $11.8K
|
415
$19.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.36K- 2.82% |
$62.5K - $63.3K
|
46.8K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.3K+ 83.31% |
$1.21M - $1.22M
|
57.9K
$2.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4.99KNew |
$229K - $232K
|
4.99K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
33.9K+ 49.48% |
$1.56M - $1.58M
|
102K
$4.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100+ 10.86% |
$4.6K - $4.66K
|
1.02K
$47.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
185+ 0.63% |
$8.51K - $8.61K
|
29.4K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.34K+ 2.91% |
$61.6K - $62.3K
|
47.3K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.5KNew |
$2.28M - $2.3M
|
49.5K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.34KNew |
$337K - $341K
|
7.34K
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.34KNew |
$337K - $341K
|
7.34K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
453+ 9.55% |
$20.8K - $21.1K
|
5.2K
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12.4K+ 8.05% |
$569K - $576K
|
166K
$7.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.18K+ 13.79% |
$330K - $334K
|
59.2K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
99.6K+ 4.51% |
$4.58M - $4.63M
|
2.31M
$107M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
176+ 1.69% |
$8.1K - $8.19K
|
10.6K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.93K+ 35.94% |
$365K - $369K
|
30K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.18K+ 66.97% |
$146K - $148K
|
7.93K
$367K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.4K+ 33.14% |
$1.49M - $1.51M
|
130K
$6.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
50KNew |
$2.3M - $2.33M
|
50K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.6K+ 20.48% |
$1.96M - $1.98M
|
251K
$11.6M
|
|