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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.89M+ 142.25% |
$131M - $134M
|
4.93M
$225M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
770KNew |
$34.8M - $35.7M
|
770K
$35.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
620KNew |
$28M - $28.8M
|
620K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
541K+ 64.4% |
$24.4M - $25.1M
|
1.38M
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
482K+ 62.27% |
$21.8M - $22.4M
|
1.26M
$57.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 26.06% |
$14.3M - $14.6M
|
1.53M
$69.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
302KNew |
$13.6M - $14M
|
302K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
165K+ 662.22% |
$7.45M - $7.65M
|
190K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
153K+ 144.02% |
$6.9M - $7.09M
|
259K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
146K+ 37.53% |
$6.58M - $6.76M
|
534K
$24.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
126K+ 16.58% |
$5.67M - $5.83M
|
883K
$40.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
125K+ 1686.06% |
$5.63M - $5.78M
|
132K
$6.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
112K+ 4.95% |
$5.04M - $5.18M
|
2.37M
$108M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107K+ 13.38% |
$4.85M - $4.99M
|
911K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 1731.07% |
$4.54M - $4.67M
|
106K
$4.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
98.1KNew |
$4.43M - $4.55M
|
98.1K
$4.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.5K+ 6.33% |
$4.4M - $4.52M
|
1.64M
$74.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
85.3K+ 1035.51% |
$3.86M - $3.96M
|
93.6K
$4.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
83.6KNew |
$3.78M - $3.88M
|
83.6K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
78.5K+ 22.06% |
$3.55M - $3.64M
|
434K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.3K+ 16.22% |
$3.54M - $3.63M
|
561K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
76.8K+ 46.43% |
$3.47M - $3.56M
|
242K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.1K+ 48.06% |
$3.44M - $3.53M
|
234K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74.5K+ 1361.75% |
$3.36M - $3.45M
|
79.9K
$3.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72.9K+ 43.07% |
$3.29M - $3.38M
|
242K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
71.3KNew |
$3.22M - $3.31M
|
71.3K
$3.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.9K+ 44.3% |
$3.07M - $3.15M
|
221K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
67.9K+ 29.0% |
$3.07M - $3.15M
|
302K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
67K+ 9.72% |
$3.03M - $3.11M
|
757K
$34.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
62.5KNew |
$2.82M - $2.9M
|
62.5K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60.8KNew |
$2.75M - $2.82M
|
60.8K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 17.18% |
$2.64M - $2.71M
|
399K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.4K+ 39.56% |
$2.5M - $2.57M
|
195K
$8.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
52.2KNew |
$2.36M - $2.42M
|
52.2K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.5K+ 261.03% |
$2.01M - $2.06M
|
61.5K
$2.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43.4K+ 3004.84% |
$1.96M - $2.01M
|
44.9K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42.6K+ 21.1% |
$1.93M - $1.98M
|
245K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39.8K+ 252.48% |
$1.8M - $1.84M
|
55.5K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.9KNew |
$1.76M - $1.8M
|
38.9K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
38.1K+ 26.13% |
$1.72M - $1.77M
|
184K
$8.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.2K+ 22.51% |
$1.64M - $1.68M
|
197K
$9.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34.9KNew |
$1.58M - $1.62M
|
34.9K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.8K+ 35.19% |
$1.48M - $1.52M
|
126K
$5.76M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.5KNew |
$1.47M - $1.51M
|
32.5K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.3K+ 12.57% |
$1.41M - $1.45M
|
280K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
29.1KNew |
$1.32M - $1.35M
|
29.1K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 66.53% |
$1.31M - $1.34M
|
72.3K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
27.1K+ 12.17% |
$1.22M - $1.26M
|
250K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.6K+ 78.67% |
$1.2M - $1.23M
|
60.4K
$2.76M
|