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 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$1.18K - $1.24K
|
27
$1.24K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19KNew |
$833K - $872K
|
19K
$877K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.93K+ 28.23% |
$128K - $134K
|
13.3K
$614K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.72KNew |
$208K - $215K
|
4.72K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
84New |
$3.71K - $3.82K
|
84
$3.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.54K+ 478.01% |
$112K - $116K
|
3.08K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$4.42K - $4.55K
|
100
$4.61K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$221 - $228
|
8.18K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9New |
$398 - $410
|
9
$415
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$993 - $1.01K
|
22
$1.01K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-7.49K- 31.48% |
$338K - $344K
|
16.3K
$752K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.8KNew |
$802K - $816K
|
17.8K
$819K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.77KNew |
$351K - $357K
|
7.77K
$358K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.78K+ 23.51% |
$214K - $222K
|
25.1K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.7KNew |
$300K - $311K
|
6.7K
$309K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$834 - $867
|
19
$876
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
11.4K+ 86.26% |
$502K - $522K
|
24.7K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
6.64KNew |
$291K - $303K
|
6.64K
$306K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
20.9K+ 54.57% |
$918K - $954K
|
59.2K
$2.73M
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-28.2K- 36.04% |
$1.25M - $1.33M
|
50K
$2.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$39.8K - $42.4K
|
900
$41.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.62KNew |
$248K - $264K
|
5.62K
$259K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.4KClosed |
$656K - $697K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
7.47KNew |
$340K - $361K
|
7.47K
$344K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-33.7KClosed |
$1.61M - $1.69M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
700New |
$33.5K - $35.2K
|
700
$32.3K
|
|