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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26K+ 25.32% |
$1.17M - $1.2M
|
129K
$5.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.3K+ 122.03% |
$1.1M - $1.13M
|
44.3K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23.5K+ 14.36% |
$1.06M - $1.09M
|
187K
$8.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23KNew |
$1.04M - $1.07M
|
23K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.5KNew |
$1.02M - $1.04M
|
22.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$1.01M - $1.03M
|
22.3K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.1K+ 99.72% |
$997K - $1.02M
|
44.2K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
21.3K+ 5.99% |
$961K - $987K
|
376K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.6K+ 7.81% |
$931K - $956K
|
285K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
19.9K+ 11.48% |
$901K - $925K
|
194K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$900K - $924K
|
19.9K
$910K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
19K+ 3.17% |
$860K - $883K
|
620K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.7KNew |
$845K - $868K
|
18.7K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.7K+ 39.5% |
$844K - $867K
|
66K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.7K+ 13.13% |
$842K - $865K
|
161K
$7.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.5K+ 13.25% |
$834K - $857K
|
158K
$7.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$791K - $812K
|
17.5K
$800K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.5K+ 6.55% |
$789K - $811K
|
284K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
16.2KNew |
$733K - $753K
|
16.2K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
16.1K+ 18.14% |
$728K - $748K
|
105K
$4.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
14.1K+ 18.68% |
$635K - $652K
|
89.3K
$4.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
14KNew |
$633K - $650K
|
14K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 10.63% |
$621K - $638K
|
143K
$6.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.7K+ 56.99% |
$620K - $637K
|
37.8K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
13.7K+ 16.71% |
$617K - $633K
|
95.4K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.6K+ 4.93% |
$613K - $629K
|
289K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
12.3KNew |
$557K - $572K
|
12.3K
$563K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.9K+ 7.48% |
$538K - $552K
|
171K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.8K+ 11.93% |
$534K - $548K
|
111K
$5.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
11.4K+ 3.78% |
$515K - $529K
|
313K
$14.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11K+ 8.11% |
$498K - $511K
|
147K
$6.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
11K+ 69.26% |
$496K - $509K
|
26.8K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 10.88% |
$481K - $494K
|
108K
$4.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.4K+ 6.51% |
$471K - $484K
|
171K
$7.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 5.18% |
$471K - $483K
|
212K
$9.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.3K+ 23.65% |
$467K - $480K
|
54.1K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.95K+ 5.68% |
$449K - $461K
|
185K
$8.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9.32K+ 2.74% |
$421K - $432K
|
349K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.23K+ 10.37% |
$417K - $428K
|
98.2K
$4.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.69K+ 10.77% |
$393K - $403K
|
89.4K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.4K+ 168.0% |
$379K - $390K
|
13.4K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.86KNew |
$355K - $364K
|
7.86K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
7.76KNew |
$350K - $360K
|
7.76K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.7K+ 20.69% |
$348K - $357K
|
44.9K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.52K+ 20.29% |
$339K - $349K
|
44.6K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.27KNew |
$328K - $337K
|
7.27K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 20.3% |
$281K - $289K
|
36.9K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.22K+ 21.18% |
$281K - $289K
|
35.6K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.2KNew |
$280K - $288K
|
6.2K
$283K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.19K+ 16.24% |
$280K - $287K
|
44.3K
$2.03M
|