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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5K+ 62.71% |
$477K - $484K
|
27.2K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$463K - $470K
|
10.2K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
9.12K+ 5.15% |
$415K - $421K
|
186K
$8.57M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.75K+ 10.29% |
$398K - $404K
|
93.8K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8.59K+ 55.0% |
$391K - $397K
|
24.2K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.41K+ 17.03% |
$382K - $388K
|
57.8K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8.32K+ 5.97% |
$378K - $384K
|
148K
$6.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 69.06% |
$375K - $381K
|
20.2K
$930K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.22KNew |
$374K - $380K
|
8.22K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.08K+ 5.55% |
$367K - $373K
|
154K
$7.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.78K+ 42.5% |
$353K - $359K
|
26.1K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 2.04% |
$343K - $349K
|
378K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.3K+ 3.62% |
$332K - $337K
|
209K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.18KNew |
$326K - $331K
|
7.18K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.08K+ 43.25% |
$322K - $327K
|
23.5K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.82K+ 2.28% |
$310K - $315K
|
306K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.69KNew |
$304K - $309K
|
6.69K
$308K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.63KNew |
$301K - $306K
|
6.63K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
6.6K+ 35.29% |
$300K - $305K
|
25.3K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$299K - $304K
|
6.58K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.57K+ 39.75% |
$299K - $303K
|
23.1K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$281K - $286K
|
6.19K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.99K+ 6.23% |
$272K - $276K
|
102K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.93KNew |
$270K - $274K
|
5.93K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.9K+ 2.68% |
$268K - $272K
|
226K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.81KNew |
$264K - $268K
|
5.81K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.79K+ 48.07% |
$263K - $267K
|
17.8K
$821K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 3.99% |
$261K - $265K
|
150K
$6.88M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.56KNew |
$253K - $257K
|
5.56K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.5K+ 146.25% |
$250K - $254K
|
9.26K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.23KNew |
$238K - $241K
|
5.23K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.15KNew |
$234K - $238K
|
5.15K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.14K+ 2.99% |
$234K - $237K
|
177K
$8.14M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.91KNew |
$223K - $227K
|
4.91K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.9K+ 14.0% |
$223K - $226K
|
39.9K
$1.84M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.83K+ 16.14% |
$220K - $223K
|
34.8K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.81KNew |
$219K - $222K
|
4.81K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.69KNew |
$213K - $217K
|
4.69K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
4.46KNew |
$203K - $206K
|
4.46K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 13.85% |
$198K - $201K
|
35.9K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.11K+ 9.82% |
$187K - $190K
|
45.9K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.07K+ 53.41% |
$185K - $188K
|
11.7K
$538K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4K+ 22.79% |
$182K - $185K
|
21.6K
$992K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.88K+ 27.77% |
$176K - $179K
|
17.9K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
3.55K+ 7.12% |
$162K - $164K
|
53.5K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.39K+ 33.97% |
$154K - $157K
|
13.4K
$615K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.26K+ 28.41% |
$148K - $151K
|
14.8K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.17K+ 0.81% |
$144K - $146K
|
396K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.15K+ 13.92% |
$143K - $145K
|
25.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.04K+ 7.57% |
$138K - $140K
|
43.2K
$1.99M
|