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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238New |
$10.8K - $11K
|
238
$10.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
231+ 4.7% |
$10.4K - $10.7K
|
5.15K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
218+ 1.81% |
$9.85K - $10.1K
|
12.2K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
110+ 1.77% |
$4.97K - $5.1K
|
6.32K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 1.34% |
$2.48K - $2.55K
|
4.16K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27+ 0.53% |
$1.22K - $1.25K
|
5.13K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.03% |
$903 - $928
|
63.7K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$407 - $418
|
1.48K
$67.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.44% |
$226 - $232
|
210
$9.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.2 - $46.4
|
1
$45.7
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.2 - $46.4
|
14K
$639K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
122KNew |
$5.48M - $5.56M
|
122K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6KNew |
$1.91M - $1.94M
|
42.6K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
29.8KNew |
$1.33M - $1.35M
|
29.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
21.9K+ 53.25% |
$980K - $994K
|
62.9K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$626K - $635K
|
14K
$638K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.26KNew |
$325K - $330K
|
7.26K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.73KNew |
$257K - $261K
|
5.73K
$262K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$248K - $252K
|
5.54K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.79K+ 30.34% |
$215K - $218K
|
20.6K
$940K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.65K+ 52.17% |
$73.9K - $75K
|
4.81K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.41KNew |
$63.2K - $64.1K
|
1.41K
$64.4K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$58K - $58.9K
|
1.3K
$59.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.16K+ 23.67% |
$51.8K - $52.5K
|
6.03K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
569New |
$25.5K - $25.9K
|
569
$26K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
449+ 95.13% |
$20.1K - $20.4K
|
921
$42.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$4.48K - $4.55K
|
100
$4.57K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
57New |
$2.55K - $2.59K
|
57
$2.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$358 - $364
|
8
$366
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
188KNew |
$8.51M - $8.64M
|
188K
$8.6M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5KNew |
$1.2M - $1.21M
|
26.5K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 105.66% |
$657K - $666K
|
28.3K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4KNew |
$472K - $479K
|
10.4K
$477K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.66KNew |
$256K - $260K
|
5.66K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 1.37% |
$136K - $138K
|
223K
$10.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 12.03% |
$55.8K - $56.6K
|
11.5K
$525K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
770New |
$34.8K - $35.3K
|
770
$35.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
368+ 6.2% |
$16.6K - $16.9K
|
6.3K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
53New |
$2.4K - $2.43K
|
53
$2.42K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$2.26K - $2.29K
|
50
$2.29K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.26% |
$1.27K - $1.28K
|
10.9K
$499K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
221KNew |
$9.65M - $10.1M
|
221K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
156KNew |
$6.84M - $7.16M
|
156K
$7.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.1KNew |
$1.67M - $1.74M
|
38.1K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19KNew |
$833K - $872K
|
19K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 55.02% |
$359K - $375K
|
23.1K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
4.49KNew |
$196K - $206K
|
4.49K
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.93K+ 28.23% |
$128K - $134K
|
13.3K
$608K
|
|