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 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.94K+ 126.06% |
$134K - $136K
|
5.27K
$243K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.87K+ 20.27% |
$130K - $132K
|
17K
$783K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.82KNew |
$128K - $130K
|
2.82K
$130K
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.81K+ 3.56% |
$128K - $130K
|
81.9K
$3.77M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.78K+ 48.99% |
$126K - $128K
|
8.46K
$389K
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.49K+ 2.76% |
$113K - $115K
|
92.4K
$4.25M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.41K+ 10.7% |
$109K - $111K
|
24.9K
$1.15M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.26K+ 0.48% |
$103K - $104K
|
473K
$21.8M
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.13K+ 7.68% |
$96.8K - $98.3K
|
29.8K
$1.37M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.12K+ 9.23% |
$96.3K - $97.8K
|
25.1K
$1.15M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.1K+ 21.65% |
$95.5K - $97K
|
11.8K
$543K
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.96K+ 0.8% |
$89.1K - $90.5K
|
247K
$11.4M
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.83K+ 4.82% |
$83.1K - $84.4K
|
39.8K
$1.83M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.79K+ 45.97% |
$81.4K - $82.7K
|
5.68K
$262K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 13.67% |
$79K - $80.2K
|
14.4K
$665K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 11.34% |
$78.6K - $79.8K
|
17K
$782K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.66K+ 3.72% |
$75.3K - $76.5K
|
46.2K
$2.13M
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.54K+ 5.55% |
$69.8K - $70.9K
|
29.2K
$1.34M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.5K+ 12.53% |
$68K - $69K
|
13.4K
$618K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.21K+ 9.05% |
$55K - $55.9K
|
14.6K
$671K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$51K - $51.8K
|
10.4K
$480K
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.03K+ 18.78% |
$46.8K - $47.6K
|
6.52K
$300K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
979+ 22.31% |
$44.5K - $45.2K
|
5.37K
$247K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
841+ 15.51% |
$38.2K - $38.8K
|
6.26K
$288K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
838New |
$38.1K - $38.7K
|
838
$38.6K
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
797+ 1.63% |
$36.2K - $36.8K
|
49.7K
$2.29M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
779+ 15.86% |
$35.4K - $36K
|
5.69K
$262K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
719+ 1.51% |
$32.7K - $33.2K
|
48.4K
$2.23M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678+ 1.44% |
$30.8K - $31.3K
|
47.6K
$2.19M
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
652+ 7.71% |
$29.6K - $30.1K
|
9.11K
$419K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 60.0% |
$27.3K - $27.7K
|
1.6K
$73.6K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
579+ 2.97% |
$26.3K - $26.7K
|
20.1K
$923K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
555+ 5.18% |
$25.2K - $25.6K
|
11.3K
$519K
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
554+ 10.79% |
$25.2K - $25.6K
|
5.69K
$262K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
539+ 58.52% |
$24.5K - $24.9K
|
1.46K
$67.2K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
535+ 245.41% |
$24.3K - $24.7K
|
753
$34.7K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
523New |
$23.8K - $24.2K
|
523
$24.1K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
376+ 0.19% |
$17.1K - $17.4K
|
196K
$9.01M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275+ 2.69% |
$12.5K - $12.7K
|
10.5K
$483K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
248+ 435.09% |
$11.3K - $11.5K
|
305
$14K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
235+ 4.07% |
$10.7K - $10.9K
|
6.02K
$277K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
220New |
$10K - $10.2K
|
220
$10.1K
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
195+ 0.94% |
$8.86K - $9.01K
|
20.9K
$962K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
190+ 3.69% |
$8.64K - $8.77K
|
5.35K
$246K
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
119+ 1.45% |
$5.41K - $5.5K
|
8.31K
$383K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
115+ 2.17% |
$5.23K - $5.31K
|
5.41K
$249K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
107New |
$4.86K - $4.94K
|
107
$4.93K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
98+ 890.91% |
$4.46K - $4.53K
|
109
$5.02K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
93+ 10.83% |
$4.23K - $4.29K
|
952
$43.8K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
90+ 0.51% |
$4.09K - $4.16K
|
17.7K
$816K
|