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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13K+ 13.99% |
$583K - $592K
|
106K
$4.92M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.8K+ 5.11% |
$575K - $584K
|
264K
$12.2M
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 20.9% |
$569K - $577K
|
73.4K
$3.4M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.6K+ 14.57% |
$564K - $573K
|
99K
$4.59M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.9K+ 7.35% |
$533K - $541K
|
174K
$8.05M
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.8K+ 17.21% |
$531K - $539K
|
80.7K
$3.74M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.4K+ 13.95% |
$511K - $519K
|
93.2K
$4.32M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 35.14% |
$506K - $514K
|
43.4K
$2.01M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 11.92% |
$489K - $496K
|
103K
$4.75M
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.9K+ 79.04% |
$487K - $494K
|
24.6K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
10.5K+ 197.26% |
$471K - $478K
|
15.9K
$735K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.85K+ 3.83% |
$441K - $448K
|
267K
$12.4M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.09K+ 6.06% |
$407K - $413K
|
159K
$7.38M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.9K+ 58.59% |
$399K - $405K
|
24.1K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.45K+ 3.17% |
$379K - $384K
|
275K
$12.8M
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7.89K+ 10.31% |
$354K - $359K
|
84.4K
$3.91M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.26KNew |
$325K - $330K
|
7.26K
$337K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.75K+ 43.92% |
$303K - $307K
|
22.1K
$1.03M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.36K+ 21.34% |
$285K - $289K
|
36.2K
$1.68M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.35KNew |
$285K - $289K
|
6.35K
$295K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 19.49% |
$276K - $280K
|
37.8K
$1.75M
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 1.83% |
$274K - $278K
|
340K
$15.8M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.98KNew |
$268K - $272K
|
5.98K
$277K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.73KNew |
$257K - $261K
|
5.73K
$266K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.55K+ 28.71% |
$249K - $252K
|
24.9K
$1.15M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$248K - $252K
|
5.54K
$257K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.47KNew |
$245K - $249K
|
5.47K
$254K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.1KNew |
$229K - $232K
|
5.1K
$237K
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
5.05K+ 86.42% |
$226K - $229K
|
10.9K
$505K
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
5.02K+ 1.69% |
$225K - $228K
|
302K
$14M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5KNew |
$224K - $227K
|
5K
$232K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.92KNew |
$220K - $224K
|
4.92K
$228K
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
4.9KNew |
$220K - $223K
|
4.9K
$227K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.79K+ 30.34% |
$215K - $218K
|
20.6K
$954K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.47KNew |
$200K - $203K
|
4.47K
$207K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.78K+ 37.78% |
$169K - $172K
|
13.8K
$639K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.24K+ 9.54% |
$145K - $147K
|
37.2K
$1.72M
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3K+ 3.75% |
$134K - $136K
|
82.9K
$3.84M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.99K+ 46.19% |
$134K - $136K
|
9.45K
$438K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.82K+ 46.18% |
$126K - $128K
|
8.93K
$414K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.55K+ 14.68% |
$114K - $116K
|
19.9K
$924K
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.53K+ 0.52% |
$113K - $115K
|
489K
$22.7M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.44K+ 42.13% |
$109K - $111K
|
8.24K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 7.65% |
$97.6K - $99K
|
30.7K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.32% |
$87.5K - $88.8K
|
12.6K
$585K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.9K+ 4.78% |
$85.2K - $86.4K
|
41.7K
$1.93M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.65K+ 52.17% |
$73.9K - $75K
|
4.81K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.43K+ 7.33% |
$64.3K - $65.2K
|
21K
$973K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.41KNew |
$63.2K - $64.1K
|
1.41K
$65.4K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$58K - $58.9K
|
1.3K
$60K
|