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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
398KNew |
$18.1M - $18.4M
|
398K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
98+ 890.91% |
$4.46K - $4.53K
|
109
$5.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 54.82% |
$2.53M - $2.57M
|
157K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
377K+ 21.18% |
$17.2M - $17.4M
|
2.16M
$99.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8.59K+ 55.0% |
$391K - $397K
|
24.2K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.17K+ 0.81% |
$144K - $146K
|
396K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 68.34% |
$1.23M - $1.25M
|
66.5K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68.5KNew |
$3.12M - $3.17M
|
68.5K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.3K+ 3.62% |
$332K - $337K
|
209K
$9.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$463K - $470K
|
10.2K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
34.5K+ 7.85% |
$1.57M - $1.59M
|
475K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 9.09% |
$34.1K - $34.6K
|
7.5K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.96K+ 0.8% |
$89.1K - $90.5K
|
247K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
555+ 5.18% |
$25.2K - $25.6K
|
11.3K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$751K - $763K
|
16.5K
$762K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.9K+ 2.68% |
$268K - $272K
|
226K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.3KNew |
$513K - $521K
|
11.3K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.4K+ 34.02% |
$881K - $895K
|
76.3K
$3.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.78K+ 42.5% |
$353K - $359K
|
26.1K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-8- 0.02% |
$364 - $369
|
41K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.2K- 77.1% |
$1.64M - $1.67M
|
10.7K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 38.5% |
$823K - $836K
|
65.1K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
797+ 1.63% |
$36.2K - $36.8K
|
49.7K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.4K+ 20.16% |
$744K - $756K
|
97.6K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
13K+ 19.6% |
$589K - $598K
|
79.1K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.23KNew |
$238K - $241K
|
5.23K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.12K+ 9.23% |
$96.3K - $97.8K
|
25.1K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.94K+ 126.06% |
$134K - $136K
|
5.27K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 15.55% |
$504K - $512K
|
82.4K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
73.7K+ 13.15% |
$3.35M - $3.4M
|
634K
$29.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
248+ 435.09% |
$11.3K - $11.5K
|
305
$14.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
60.2KNew |
$2.74M - $2.78M
|
60.2K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30.1K+ 3.79% |
$1.37M - $1.39M
|
825K
$38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 29.46% |
$11.8M - $12M
|
1.14M
$52.6M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.69KNew |
$304K - $309K
|
6.69K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.57K+ 39.75% |
$299K - $303K
|
23.1K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.14K - $1.15K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.4K+ 41.0% |
$2.75M - $2.79M
|
208K
$9.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
98.3KNew |
$4.47M - $4.54M
|
98.3K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 4.79% |
$667K - $677K
|
321K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.8K+ 17.05% |
$718K - $729K
|
108K
$5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15K- 3.43% |
$681K - $691K
|
422K
$19.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 2.04% |
$343K - $349K
|
378K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.02K- 15.63% |
$46.2K - $47K
|
5.49K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.52K- 2.26% |
$251K - $255K
|
238K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-109- 1.93% |
$4.96K - $5.03K
|
5.53K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
652+ 7.71% |
$29.6K - $30.1K
|
9.11K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.13K- 1.42% |
$51.2K - $52K
|
78.1K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.1K+ 23.06% |
$503K - $511K
|
59K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
57.4K+ 36.4% |
$2.61M - $2.65M
|
215K
$9.92M
|