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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
309K+ 171.44% |
$14M - $14.2M
|
489K
$22.2M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
298K+ 41.79% |
$13.5M - $13.7M
|
1.01M
$46M
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
231K+ 297.86% |
$10.5M - $10.6M
|
309K
$14M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
205KNew |
$9.28M - $9.42M
|
205K
$9.33M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
202K+ 364.59% |
$9.14M - $9.27M
|
258K
$11.7M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
199K+ 290.36% |
$8.97M - $9.11M
|
267K
$12.1M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
195K+ 50.62% |
$8.81M - $8.94M
|
580K
$26.4M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
193K+ 11.69% |
$8.71M - $8.83M
|
1.84M
$83.6M
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
188KNew |
$8.51M - $8.64M
|
188K
$8.56M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 42.76% |
$7.18M - $7.29M
|
530K
$24.1M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
132K+ 35.17% |
$5.96M - $6.05M
|
507K
$23M
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
122K+ 5.94% |
$5.5M - $5.58M
|
2.17M
$98.7M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111KNew |
$5.04M - $5.11M
|
111K
$5.07M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
93.1KNew |
$4.21M - $4.27M
|
93.1K
$4.23M
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
88.7KNew |
$4.01M - $4.07M
|
88.7K
$4.03M
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
86.1K+ 15.88% |
$3.89M - $3.95M
|
628K
$28.6M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.6K+ 26.27% |
$3.15M - $3.19M
|
334K
$15.2M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
69.5K+ 16.66% |
$3.14M - $3.19M
|
487K
$22.1M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66.1K+ 91.73% |
$2.99M - $3.03M
|
138K
$6.28M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62K+ 71.37% |
$2.8M - $2.85M
|
149K
$6.77M
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
56.5K+ 494.09% |
$2.56M - $2.59M
|
68K
$3.09M
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
55.9KNew |
$2.53M - $2.56M
|
55.9K
$2.54M
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
47.3K+ 16.72% |
$2.14M - $2.17M
|
330K
$15M
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
45.5K+ 15.78% |
$2.06M - $2.09M
|
334K
$15.2M
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
44.1K+ 28.72% |
$1.99M - $2.02M
|
198K
$8.98M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
43.3K+ 30.18% |
$1.96M - $1.99M
|
187K
$8.49M
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
34.5K+ 165.53% |
$1.56M - $1.58M
|
55.3K
$2.52M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 36.23% |
$1.55M - $1.57M
|
129K
$5.86M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.6K+ 54.52% |
$1.52M - $1.54M
|
95.1K
$4.32M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1KNew |
$1.45M - $1.47M
|
32.1K
$1.46M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.7K+ 66.67% |
$1.25M - $1.27M
|
69.2K
$3.14M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5KNew |
$1.2M - $1.21M
|
26.5K
$1.2M
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
25.1K+ 21.5% |
$1.13M - $1.15M
|
142K
$6.45M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24.6K+ 15.54% |
$1.11M - $1.13M
|
183K
$8.31M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.3K+ 13.22% |
$1.1M - $1.11M
|
208K
$9.46M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.6K+ 381.38% |
$1.07M - $1.08M
|
29.8K
$1.36M
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
21.8K+ 7.39% |
$984K - $999K
|
316K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.7K+ 30.63% |
$981K - $995K
|
92.5K
$4.21M
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
20.1K+ 17.71% |
$909K - $922K
|
134K
$6.08M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20K+ 107.01% |
$905K - $918K
|
38.7K
$1.76M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.7KNew |
$890K - $903K
|
19.7K
$895K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
19.2K+ 19.03% |
$867K - $879K
|
120K
$5.45M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1KNew |
$863K - $876K
|
19.1K
$868K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19.1KNew |
$863K - $876K
|
19.1K
$868K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 20.02% |
$862K - $875K
|
114K
$5.2M
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
16.7KNew |
$755K - $766K
|
16.7K
$760K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
16KNew |
$724K - $735K
|
16K
$728K
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15.4K+ 12.41% |
$697K - $707K
|
140K
$6.35M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15K+ 10.2% |
$677K - $687K
|
162K
$7.36M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.6K+ 21.69% |
$659K - $669K
|
81.8K
$3.72M
|