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 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
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
195+ 0.94% |
$8.86K - $9.01K
|
20.9K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68.1K+ 202.69% |
$3.09M - $3.14M
|
102K
$4.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
3.55K+ 7.12% |
$162K - $164K
|
53.5K
$2.47M
|
|
|
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
$1.38M
|
|
|
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
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
15.5K+ 10.52% |
$706K - $717K
|
163K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
6.6K+ 35.29% |
$300K - $305K
|
25.3K
$1.17M
|
|
|
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
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.88K+ 27.77% |
$176K - $179K
|
17.9K
$823K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
524K+ 150.89% |
$23.8M - $24.2M
|
872K
$40.2M
|
|
|
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
$506K
|
|
|
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
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.99K+ 6.23% |
$272K - $276K
|
102K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
60.2K+ 208.93% |
$2.73M - $2.78M
|
89K
$4.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49.1K+ 63.33% |
$2.23M - $2.27M
|
127K
$5.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
9.12K+ 5.15% |
$415K - $421K
|
186K
$8.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.87K+ 20.27% |
$130K - $132K
|
17K
$784K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8.32K+ 5.97% |
$378K - $384K
|
148K
$6.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
45.7K+ 78.4% |
$2.08M - $2.11M
|
104K
$4.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.81K+ 3.56% |
$128K - $130K
|
81.9K
$3.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
46.5K+ 20.9% |
$2.11M - $2.15M
|
269K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.14K+ 2.99% |
$234K - $237K
|
177K
$8.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
4.46KNew |
$203K - $206K
|
4.46K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.5K+ 12.53% |
$68K - $69K
|
13.4K
$619K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.26K+ 0.48% |
$103K - $104K
|
473K
$21.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.69KNew |
$213K - $217K
|
4.69K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-539- 38.45% |
$24.5K - $24.9K
|
863
$39.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
26.8K+ 67.57% |
$1.22M - $1.24M
|
66.4K
$3.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
115+ 2.17% |
$5.23K - $5.31K
|
5.41K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12.9K- 44.03% |
$585K - $595K
|
16.4K
$755K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.78K+ 48.99% |
$126K - $128K
|
8.46K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.83K+ 4.82% |
$83.1K - $84.4K
|
39.8K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-77- 1.51% |
$3.5K - $3.56K
|
5.01K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-21- 0.16% |
$955 - $970
|
12.9K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
19.3KNew |
$879K - $893K
|
19.3K
$891K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 11.34% |
$78.6K - $79.8K
|
17K
$783K
|