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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
75.3K+ 33.04% |
$3.42M - $3.48M
|
303K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
57.4K+ 36.4% |
$2.61M - $2.65M
|
215K
$9.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 3.05% |
$641K - $651K
|
476K
$21.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.1K+ 23.06% |
$503K - $511K
|
59K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.82K+ 2.28% |
$310K - $315K
|
306K
$14.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.83K+ 16.14% |
$220K - $223K
|
34.8K
$1.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.66K+ 3.72% |
$75.3K - $76.5K
|
46.2K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
979+ 22.31% |
$44.5K - $45.2K
|
5.37K
$247K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
841+ 15.51% |
$38.2K - $38.8K
|
6.26K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
779+ 15.86% |
$35.4K - $36K
|
5.69K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678+ 1.44% |
$30.8K - $31.3K
|
47.6K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
535+ 245.41% |
$24.3K - $24.7K
|
753
$34.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
235+ 4.07% |
$10.7K - $10.9K
|
6.02K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
66+ 1.09% |
$3K - $3.05K
|
6.1K
$281K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
622KNew |
$28.4M - $28.8M
|
622K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
588K+ 147.49% |
$26.8M - $27.2M
|
987K
$45.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 39.15% |
$24.6M - $25M
|
1.92M
$88.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456KNew |
$20.8M - $21.1M
|
456K
$21M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
398K+ 425.56% |
$18.2M - $18.4M
|
492K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
325K+ 21.28% |
$14.8M - $15M
|
1.85M
$85.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
311KNew |
$14.2M - $14.4M
|
311K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
144K+ 8.82% |
$6.58M - $6.68M
|
1.78M
$82M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
139KNew |
$6.35M - $6.44M
|
139K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
132KNew |
$6.02M - $6.11M
|
132K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
126K+ 57.07% |
$5.76M - $5.84M
|
348K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 172.08% |
$4.83M - $4.9M
|
167K
$7.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
97.9K+ 79.98% |
$4.46M - $4.53M
|
220K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.5K+ 7.2% |
$4.13M - $4.19M
|
1.35M
$62M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
87.7K+ 3.71% |
$4M - $4.06M
|
2.45M
$113M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
81.2KNew |
$3.7M - $3.76M
|
81.2K
$3.74M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
79.1KNew |
$3.61M - $3.66M
|
79.1K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73.1K+ 1666.14% |
$3.33M - $3.38M
|
77.5K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.9K+ 1.44% |
$3.23M - $3.28M
|
5M
$230M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
66.1KNew |
$3.01M - $3.06M
|
66.1K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65.6K+ 82.09% |
$2.99M - $3.04M
|
146K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.3K+ 166.72% |
$2.89M - $2.93M
|
101K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
61.6K+ 207.19% |
$2.81M - $2.85M
|
91.4K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
60K+ 90.84% |
$2.73M - $2.77M
|
126K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
48K+ 67.28% |
$2.19M - $2.22M
|
119K
$5.49M
|
|
|
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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45K+ 81.04% |
$2.05M - $2.08M
|
100K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.1K+ 388.44% |
$2.01M - $2.04M
|
55.5K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
41.5K+ 4.7% |
$1.89M - $1.92M
|
925K
$42.6M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41KNew |
$1.87M - $1.9M
|
41K
$1.89M
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
38.4K+ 5.08% |
$1.75M - $1.78M
|
795K
$36.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$1.68M - $1.71M
|
37K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$1.68M - $1.71M
|
36.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.6KNew |
$1.67M - $1.69M
|
36.6K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36K+ 17.0% |
$1.64M - $1.66M
|
248K
$11.4M
|
|