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 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
$43.9K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
90+ 0.51% |
$4.09K - $4.16K
|
17.7K
$817K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
66+ 1.09% |
$3K - $3.05K
|
6.1K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.49% |
$2.41K - $2.45K
|
11K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$1.91K - $1.94K
|
42
$1.94K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
18+ 0.41% |
$818 - $831
|
4.45K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.85% |
$500 - $508
|
1.3K
$59.9K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$227 - $231
|
5
$231
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.01% |
$182 - $185
|
56.8K
$2.62M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$45.5 - $46.2
|
4.48K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47K+ 296.26% |
$2.14M - $2.17M
|
62.9K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
24.9KNew |
$1.13M - $1.15M
|
24.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
22.6KNew |
$1.03M - $1.05M
|
22.6K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16.9K+ 75.55% |
$768K - $779K
|
39.2K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
6.55KNew |
$298K - $303K
|
6.55K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.77K+ 35.29% |
$126K - $128K
|
10.6K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
890+ 17.61% |
$40.6K - $41.2K
|
5.95K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
814+ 7.81% |
$37.1K - $37.6K
|
11.2K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
764New |
$34.8K - $35.3K
|
764
$35.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
693+ 5.66% |
$31.6K - $32.1K
|
12.9K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$22.2K - $22.6K
|
488
$22.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
317New |
$14.5K - $14.7K
|
317
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260+ 33.77% |
$11.9K - $12K
|
1.03K
$47.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210New |
$9.57K - $9.71K
|
210
$9.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
170New |
$7.75K - $7.86K
|
170
$7.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
162New |
$7.39K - $7.49K
|
162
$7.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
96+ 12.45% |
$4.38K - $4.44K
|
867
$40K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
75+ 1.46% |
$3.42K - $3.47K
|
5.23K
$241K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.1K+ 48.06% |
$3.44M - $3.53M
|
234K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60.8KNew |
$2.75M - $2.82M
|
60.8K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
38.1K+ 26.13% |
$1.72M - $1.77M
|
184K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$900K - $924K
|
19.9K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
19K+ 3.17% |
$860K - $883K
|
620K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.5K+ 13.25% |
$834K - $857K
|
158K
$7.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.3K+ 23.65% |
$467K - $480K
|
54.1K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.2KNew |
$280K - $288K
|
6.2K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.16K+ 30.04% |
$278K - $286K
|
26.7K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.03KNew |
$273K - $280K
|
6.03K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.66KNew |
$210K - $216K
|
4.66K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.4KNew |
$199K - $204K
|
4.4K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238New |
$10.8K - $11K
|
238
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.44% |
$226 - $232
|
210
$9.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.2 - $46.4
|
14K
$644K
|
|