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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
549+ 3.23% |
$24.8K - $25.4K
|
17.5K
$810K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-278K- 92.83% |
$12.6M - $12.9M
|
21.5K
$995K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-246- 1.66% |
$11.1K - $11.4K
|
14.6K
$675K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-337- 40.21% |
$15.2K - $15.6K
|
501
$23.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 20.0% |
$67.7K - $69.5K
|
6K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
94.7KNew |
$4.27M - $4.38M
|
94.7K
$4.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-15.5K- 53.15% |
$700K - $718K
|
13.7K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61KNew |
$163K - $167K
|
3.61K
$167K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
11+ 1.46% |
$496 - $510
|
764
$35.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.61KNew |
$118K - $121K
|
2.61K
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.13K - $1.16K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 81.31% |
$11.2K - $11.5K
|
57
$2.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-23.4K- 18.56% |
$1.05M - $1.08M
|
103K
$4.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.9KNew |
$1.26M - $1.29M
|
27.9K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-51K- 89.7% |
$2.3M - $2.36M
|
5.85K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-165- 3.29% |
$7.44K - $7.64K
|
4.85K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.22K- 18.41% |
$55.1K - $56.6K
|
5.42K
$250K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$45.5 - $46.2
|
4.48K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$569K - $578K
|
12.5K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.4KNew |
$1.52M - $1.54M
|
33.4K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.22KNew |
$374K - $380K
|
8.22K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.1K+ 21.65% |
$95.5K - $97K
|
11.8K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.93KNew |
$270K - $274K
|
5.93K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$1.91K - $1.94K
|
42
$1.94K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$281K - $286K
|
6.19K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
133KNew |
$6.06M - $6.16M
|
133K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.7KNew |
$530K - $539K
|
11.7K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89K- 24.61% |
$131K - $134K
|
8.86K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.91K- 13.91% |
$178K - $180K
|
24.2K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.63KNew |
$301K - $306K
|
6.63K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$227 - $231
|
5
$231
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.9KNew |
$721K - $732K
|
15.9K
$733K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
18+ 0.41% |
$818 - $831
|
4.45K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 60.0% |
$27.3K - $27.7K
|
1.6K
$74K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
195+ 0.94% |
$8.86K - $9.01K
|
20.9K
$966K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-331- 58.17% |
$15K - $15.3K
|
238
$11K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
220New |
$10K - $10.2K
|
220
$10.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.49% |
$2.41K - $2.45K
|
11K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
107New |
$4.86K - $4.94K
|
107
$4.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68.5KNew |
$3.12M - $3.17M
|
68.5K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.23KNew |
$238K - $241K
|
5.23K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.02K- 15.63% |
$46.2K - $47K
|
5.49K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-109- 1.93% |
$4.96K - $5.03K
|
5.53K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
66+ 1.09% |
$3K - $3.05K
|
6.1K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-72Closed |
$3.27K - $3.32K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78.6K- 86.49% |
$3.57M - $3.63M
|
12.3K
$568K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16.9K+ 75.55% |
$768K - $779K
|
39.2K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47K+ 296.26% |
$2.14M - $2.17M
|
62.9K
$2.91M
|
|
|
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
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
22.6KNew |
$1.03M - $1.05M
|
22.6K
$1.05M
|
|