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 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.1K+ 215.47% |
$1.78M - $1.8M
|
57.2K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.1KNew |
$1.69M - $1.71M
|
37.1K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.7K+ 219.28% |
$1.67M - $1.69M
|
53.4K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
35.3K+ 26.75% |
$1.61M - $1.63M
|
167K
$7.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
34.5K+ 7.85% |
$1.57M - $1.59M
|
475K
$21.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 33.91% |
$1.55M - $1.57M
|
135K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
33.8K+ 5.29% |
$1.54M - $1.56M
|
674K
$31M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.4KNew |
$1.52M - $1.54M
|
33.4K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32.5K+ 27.27% |
$1.48M - $1.5M
|
152K
$6.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
31.5KNew |
$1.43M - $1.46M
|
31.5K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.1K+ 663.52% |
$1.42M - $1.44M
|
35.8K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30.1K+ 3.79% |
$1.37M - $1.39M
|
825K
$38M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
27.2K+ 131.59% |
$1.23M - $1.25M
|
47.8K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 68.34% |
$1.23M - $1.25M
|
66.5K
$3.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
26.8K+ 67.57% |
$1.22M - $1.24M
|
66.4K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 43.09% |
$1.2M - $1.22M
|
87.5K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20.9KNew |
$948K - $963K
|
20.9K
$960K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.8K+ 8.39% |
$945K - $959K
|
268K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 1.08% |
$907K - $921K
|
1.87M
$86.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.4K+ 34.02% |
$881K - $895K
|
76.3K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
19.4K+ 225.56% |
$880K - $894K
|
27.9K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
19.3KNew |
$879K - $893K
|
19.3K
$890K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18.9KNew |
$857K - $871K
|
18.9K
$868K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 38.5% |
$823K - $836K
|
65.1K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.5K+ 122.3% |
$795K - $808K
|
31.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16.8K+ 259.37% |
$763K - $776K
|
23.3K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$751K - $763K
|
16.5K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$751K - $763K
|
16.5K
$760K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4K+ 228.22% |
$745K - $757K
|
23.6K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.4K+ 20.16% |
$744K - $756K
|
97.6K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.9KNew |
$723K - $734K
|
15.9K
$732K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.9KNew |
$721K - $732K
|
15.9K
$730K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.8K+ 17.05% |
$718K - $729K
|
108K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
15.5K+ 10.52% |
$706K - $717K
|
163K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
15.5KNew |
$704K - $715K
|
15.5K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$683K - $694K
|
15K
$691K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 4.79% |
$667K - $677K
|
321K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14.1K+ 11.86% |
$643K - $653K
|
133K
$6.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 3.05% |
$641K - $651K
|
476K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.8K+ 52.76% |
$626K - $636K
|
39.9K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
13K+ 19.6% |
$589K - $598K
|
79.1K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 10.74% |
$580K - $590K
|
132K
$6.06M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.5K+ 537.32% |
$569K - $578K
|
14.9K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$569K - $578K
|
12.5K
$576K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12KNew |
$548K - $556K
|
12K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.7KNew |
$530K - $539K
|
11.7K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.3KNew |
$513K - $521K
|
11.3K
$519K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 15.55% |
$504K - $512K
|
82.4K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.1K+ 23.06% |
$503K - $511K
|
59K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.7K+ 29.05% |
$488K - $495K
|
47.7K
$2.19M
|