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 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.16K+ 30.04% |
$278K - $286K
|
26.7K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.03KNew |
$273K - $280K
|
6.03K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
5.67K+ 10.64% |
$256K - $263K
|
58.9K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 17.38% |
$254K - $261K
|
38K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.49K+ 7.18% |
$248K - $255K
|
81.9K
$3.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.42KNew |
$245K - $252K
|
5.42K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.13K+ 6.99% |
$232K - $238K
|
78.6K
$3.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.05KNew |
$228K - $234K
|
5.05K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.04KNew |
$228K - $234K
|
5.04K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 78.86% |
$226K - $232K
|
11.4K
$519K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.67KNew |
$211K - $217K
|
4.67K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.66KNew |
$210K - $216K
|
4.66K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.4KNew |
$199K - $204K
|
4.4K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.39KNew |
$198K - $204K
|
4.39K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.39KNew |
$198K - $203K
|
4.39K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.33KNew |
$195K - $201K
|
4.33K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.1K+ 7.84% |
$185K - $190K
|
56.4K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.09K+ 11.29% |
$185K - $190K
|
40.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 42.34% |
$175K - $180K
|
13K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.7K+ 57.69% |
$167K - $172K
|
10.1K
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65K+ 27.57% |
$165K - $169K
|
16.9K
$772K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
3.53K+ 71.96% |
$159K - $164K
|
8.43K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 25.89% |
$148K - $152K
|
15.9K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 22.28% |
$129K - $133K
|
15.7K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.77K+ 3.28% |
$125K - $129K
|
87.2K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.74K+ 13.13% |
$124K - $127K
|
23.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.63K+ 27.86% |
$119K - $122K
|
12.1K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.48K+ 32.27% |
$112K - $115K
|
10.2K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 14.56% |
$91.3K - $93.8K
|
15.9K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 18.53% |
$87.9K - $90.3K
|
12.5K
$569K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 35.0% |
$79K - $81.2K
|
6.75K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 16.35% |
$78.2K - $80.3K
|
12.3K
$563K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.7K+ 6.9% |
$76.7K - $78.8K
|
26.3K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.73% |
$68K - $69.9K
|
56.6K
$2.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.4KNew |
$63.1K - $64.8K
|
1.4K
$63.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.35K+ 9.77% |
$60.8K - $62.5K
|
15.1K
$692K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.26K+ 3.3% |
$56.7K - $58.3K
|
39.3K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.18K+ 10.86% |
$53.4K - $54.8K
|
12.1K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.16K+ 21.46% |
$52.6K - $54K
|
6.59K
$301K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
822New |
$37.1K - $38.1K
|
822
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
771New |
$34.8K - $35.8K
|
771
$35.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
646+ 107.31% |
$29.2K - $30K
|
1.25K
$57K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
616+ 0.15% |
$27.8K - $28.6K
|
419K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
596+ 7.34% |
$26.9K - $27.6K
|
8.71K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
558+ 10.15% |
$25.2K - $25.9K
|
6.05K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 8.55% |
$22.6K - $23.2K
|
6.35K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
452+ 5.06% |
$20.4K - $21K
|
9.38K
$429K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
444+ 8.52% |
$20.1K - $20.6K
|
5.65K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
438+ 75.39% |
$19.8K - $20.3K
|
1.02K
$46.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
281+ 0.67% |
$12.7K - $13K
|
42K
$1.92M
|