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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.83K+ 16.14% |
$220K - $223K
|
34.8K
$1.6M
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
5.14KNew |
$234K - $237K
|
5.14K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16.9K+ 75.55% |
$768K - $779K
|
39.2K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79K+ 13.55% |
$218K - $222K
|
40.2K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
170New |
$7.75K - $7.86K
|
170
$7.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.1KNew |
$505K - $512K
|
11.1K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 35.47% |
$117K - $119K
|
4.69K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
467+ 1.11% |
$21.3K - $21.6K
|
42.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
325K+ 21.28% |
$14.8M - $15M
|
1.85M
$85.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
588K+ 147.49% |
$26.8M - $27.2M
|
987K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$59.3K - $60.1K
|
1.3K
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
129+ 0.74% |
$5.88K - $5.97K
|
17.6K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.77K+ 35.29% |
$126K - $128K
|
10.6K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.69KNew |
$214K - $217K
|
4.69K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.25KNew |
$239K - $243K
|
5.25K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.69K+ 0.2% |
$168K - $171K
|
1.88M
$86.7M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10K- 68.0% |
$456K - $462K
|
4.71K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.9K- 15.16% |
$132K - $134K
|
16.2K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
22.6KNew |
$1.03M - $1.05M
|
22.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
24.9KNew |
$1.13M - $1.15M
|
24.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
20K+ 19.02% |
$910K - $923K
|
125K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47K+ 296.26% |
$2.14M - $2.17M
|
62.9K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.6KNew |
$1.67M - $1.69M
|
36.6K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
421+ 6.95% |
$19.2K - $19.5K
|
6.48K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.5K+ 7.2% |
$4.13M - $4.19M
|
1.35M
$62M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
814+ 7.81% |
$37.1K - $37.6K
|
11.2K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
14.3K+ 53.43% |
$654K - $663K
|
41.2K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65.6K+ 82.09% |
$2.99M - $3.04M
|
146K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
132KNew |
$6.02M - $6.11M
|
132K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.11K+ 6.24% |
$233K - $236K
|
87.1K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
162New |
$7.39K - $7.49K
|
162
$7.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
61.6K+ 207.19% |
$2.81M - $2.85M
|
91.4K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.87K+ 89.44% |
$176K - $179K
|
8.2K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.8K+ 99.75% |
$1.77M - $1.79M
|
77.7K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 14.6% |
$245K - $249K
|
31.5K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.47K+ 1.01% |
$112K - $114K
|
247K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 101.16% |
$557K - $566K
|
24.3K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.57K+ 8.83% |
$436K - $443K
|
118K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 11.78% |
$572K - $580K
|
119K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3K+ 44.78% |
$137K - $139K
|
9.7K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.5K- 13.74% |
$615K - $624K
|
84.7K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.23K+ 14.03% |
$102K - $103K
|
18.1K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$45.6 - $46.3
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.3K+ 10.82% |
$1.43M - $1.45M
|
320K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.71K+ 3.11% |
$124K - $126K
|
89.9K
$4.14M
|
|