Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JPIE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPIE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
74.1K+ 200.73% |
$3.34M - $3.43M
|
111K
$5.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
58.1KNew |
$2.62M - $2.69M
|
58.1K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 7.36% |
$1.56M - $1.6M
|
503K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.3K+ 67.93% |
$1.46M - $1.5M
|
80K
$3.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.19M - $1.23M
|
26.5K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 95.43% |
$647K - $664K
|
29.4K
$1.35M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.3KNew |
$463K - $475K
|
10.3K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.04K+ 39.83% |
$363K - $373K
|
28.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8K+ 17.57% |
$361K - $371K
|
53.5K
$2.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.03K+ 86.3% |
$227K - $233K
|
10.9K
$500K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.94K+ 6.82% |
$178K - $182K
|
61.7K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
576+ 0.96% |
$26K - $26.7K
|
60.3K
$2.78M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.85M+ 137.44% |
$84.2M - $85.5M
|
3.2M
$148M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
576K+ 29.97% |
$26.2M - $26.6M
|
2.5M
$115M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
524K+ 150.89% |
$23.8M - $24.2M
|
872K
$40.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
437KNew |
$19.9M - $20.2M
|
437K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
429K+ 552.29% |
$19.5M - $19.8M
|
507K
$23.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
398KNew |
$18.1M - $18.4M
|
398K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
377K+ 21.18% |
$17.2M - $17.4M
|
2.16M
$99.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
352K+ 35.68% |
$16M - $16.3M
|
1.34M
$61.8M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
279KNew |
$12.7M - $12.9M
|
279K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
268K+ 43.09% |
$12.2M - $12.4M
|
890K
$41M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 29.46% |
$11.8M - $12M
|
1.14M
$52.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
223K+ 106.91% |
$10.1M - $10.3M
|
431K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
209K+ 565.17% |
$9.49M - $9.64M
|
246K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
193K+ 35.71% |
$8.79M - $8.93M
|
735K
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 125.45% |
$7.89M - $8.01M
|
312K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
172KNew |
$7.82M - $7.95M
|
172K
$7.93M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
133KNew |
$6.06M - $6.16M
|
133K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133K+ 79.16% |
$6.02M - $6.12M
|
300K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131K+ 28.59% |
$5.93M - $6.03M
|
587K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 109.32% |
$5.27M - $5.35M
|
222K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 426.65% |
$4.72M - $4.79M
|
128K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100K+ 40.52% |
$4.55M - $4.62M
|
347K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
98.3KNew |
$4.47M - $4.54M
|
98.3K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
87.8K+ 69.7% |
$3.99M - $4.05M
|
214K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.8K+ 4.19% |
$3.58M - $3.64M
|
1.96M
$90.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
78.8K+ 90.46% |
$3.58M - $3.64M
|
166K
$7.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
75.3K+ 33.04% |
$3.42M - $3.48M
|
303K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
73.7K+ 13.15% |
$3.35M - $3.4M
|
634K
$29.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68.5KNew |
$3.12M - $3.17M
|
68.5K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68.1K+ 202.69% |
$3.09M - $3.14M
|
102K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.7K+ 1.33% |
$3.03M - $3.08M
|
5.07M
$234M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
60.5K+ 6.54% |
$2.75M - $2.79M
|
985K
$45.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.4K+ 41.0% |
$2.75M - $2.79M
|
208K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
60.2KNew |
$2.74M - $2.78M
|
60.2K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
60.2K+ 208.93% |
$2.73M - $2.78M
|
89K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
57.7K+ 32.12% |
$2.62M - $2.66M
|
237K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
57.4K+ 36.4% |
$2.61M - $2.65M
|
215K
$9.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 54.82% |
$2.53M - $2.57M
|
157K
$7.23M
|
|