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 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.66K+ 4.88% |
$74.8K - $75.9K
|
35.6K
$1.62M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45KNew |
$65.3K - $66.3K
|
1.45K
$65.7K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.44K+ 1.84% |
$65.3K - $66.2K
|
79.9K
$3.63M
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.43K+ 16.72% |
$64.8K - $65.7K
|
10K
$455K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 29.2% |
$60.8K - $61.6K
|
5.95K
$270K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 12.03% |
$55.8K - $56.6K
|
11.5K
$522K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.11K+ 2.94% |
$50.2K - $51K
|
38.9K
$1.77M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 21.02% |
$45.8K - $46.4K
|
5.83K
$265K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
983+ 21.25% |
$44.4K - $45.1K
|
5.61K
$255K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
980+ 1.92% |
$44.3K - $45K
|
52.1K
$2.37M
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
862+ 0.29% |
$39K - $39.5K
|
297K
$13.5M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
770New |
$34.8K - $35.3K
|
770
$35K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
701+ 2.34% |
$31.7K - $32.2K
|
30.6K
$1.39M
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
597+ 1.13% |
$27K - $27.4K
|
53.4K
$2.43M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
566+ 63.6% |
$25.6K - $26K
|
1.46K
$66.2K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
490+ 9.4% |
$22.2K - $22.5K
|
5.7K
$259K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
481New |
$21.7K - $22.1K
|
481
$21.9K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
368+ 6.2% |
$16.6K - $16.9K
|
6.3K
$286K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
250+ 5.95% |
$11.3K - $11.5K
|
4.45K
$202K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
228+ 2.23% |
$10.3K - $10.5K
|
10.4K
$475K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
140New |
$6.33K - $6.42K
|
140
$6.36K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 1.4% |
$2.53K - $2.57K
|
4.05K
$184K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
53New |
$2.4K - $2.43K
|
53
$2.41K
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.26% |
$1.27K - $1.28K
|
10.9K
$497K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.2 - $45.9
|
1
$45.5
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
221KNew |
$9.65M - $10.1M
|
221K
$10M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
156KNew |
$6.84M - $7.16M
|
156K
$7.1M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
111K+ 281.33% |
$4.85M - $5.08M
|
150K
$6.83M
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
68.8KNew |
$3.01M - $3.16M
|
68.8K
$3.13M
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.1KNew |
$1.67M - $1.74M
|
38.1K
$1.73M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$899K - $942K
|
20.5K
$934K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19KNew |
$833K - $872K
|
19K
$865K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$510K - $534K
|
11.7K
$530K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.69KNew |
$380K - $398K
|
8.69K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 55.02% |
$359K - $375K
|
23.1K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.88KNew |
$214K - $224K
|
4.88K
$222K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
4.49KNew |
$196K - $206K
|
4.49K
$204K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.93K+ 28.23% |
$128K - $134K
|
13.3K
$605K
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 0.72% |
$120K - $125K
|
382K
$17.4M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7K+ 258.03% |
$74.6K - $78.1K
|
2.36K
$107K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
831New |
$36.4K - $38.1K
|
831
$37.8K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
800New |
$35K - $36.7K
|
800
$36.4K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
770New |
$33.7K - $35.3K
|
770
$35K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
472New |
$20.7K - $21.6K
|
472
$21.5K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
344+ 104.56% |
$15.1K - $15.8K
|
673
$30.6K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 4.21% |
$9.85K - $10.3K
|
5.56K
$253K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$1.18K - $1.24K
|
27
$1.23K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$869K - $894K
|
19.6K
$893K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.72KNew |
$208K - $215K
|
4.72K
$214K
|