Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-45.6K- 74.28% |
$2.06M - $2.09M
|
15.8K
$717K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-37.8K- 37.76% |
$1.71M - $1.73M
|
62.3K
$2.83M
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-37.6K- 19.62% |
$1.7M - $1.72M
|
154K
$7M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.8K- 81.3% |
$1.53M - $1.55M
|
7.77K
$353K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-22.9K- 20.95% |
$1.04M - $1.05M
|
86.4K
$3.93M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.8K- 29.96% |
$939K - $953K
|
48.6K
$2.21M
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 12.43% |
$857K - $869K
|
133K
$6.07M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.6K- 26.26% |
$797K - $808K
|
49.5K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$482K - $489K
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8.69K- 3.92% |
$393K - $399K
|
213K
$9.68M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.4K- 27.95% |
$289K - $293K
|
16.5K
$750K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.88K- 6.01% |
$221K - $224K
|
76.4K
$3.47M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.56K- 3.02% |
$206K - $209K
|
146K
$6.64M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.2K- 7.95% |
$190K - $192K
|
48.6K
$2.21M
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.41K- 74.18% |
$154K - $156K
|
1.19K
$53.9K
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 4.4% |
$138K - $140K
|
66.1K
$3.01M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.84K- 76.92% |
$129K - $130K
|
853
$38.8K
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.69K- 7.2% |
$122K - $124K
|
34.7K
$1.58M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.59K- 23.86% |
$117K - $119K
|
8.28K
$376K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.4K- 5.68% |
$108K - $110K
|
39.8K
$1.81M
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.15K- 0.96% |
$97.4K - $98.8K
|
223K
$10.1M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.89K- 3.99% |
$85.5K - $86.7K
|
45.5K
$2.07M
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.5K- 5.84% |
$67.7K - $68.7K
|
24.2K
$1.1M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 7.57% |
$57K - $57.8K
|
15.4K
$699K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-910- 7.05% |
$41.1K - $41.7K
|
12K
$545K
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-852- 1.56% |
$38.5K - $39.1K
|
53.8K
$2.45M
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-222- 3.69% |
$10K - $10.2K
|
5.8K
$264K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-183- 3.39% |
$8.27K - $8.39K
|
5.22K
$237K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-110- 15.85% |
$4.97K - $5.05K
|
584
$26.5K
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-71- 1.35% |
$3.21K - $3.26K
|
5.17K
$235K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-65- 0.55% |
$2.94K - $2.98K
|
11.7K
$530K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-33- 0.39% |
$1.49K - $1.51K
|
8.35K
$379K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-32- 5.23% |
$1.45K - $1.47K
|
580
$26.4K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.06% |
$452 - $459
|
17.4K
$793K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-11.7K- 67.37% |
$514K - $538K
|
5.68K
$258K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.58K- 45.74% |
$244K - $256K
|
6.62K
$301K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.93K- 19.12% |
$172K - $180K
|
16.6K
$756K
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-450- 5.01% |
$19.7K - $20.6K
|
8.53K
$388K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.19K- 98.92% |
$52.5K - $54.1K
|
13
$591
|
|
Q2 2023 | |||||||
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-7.49K- 31.48% |
$338K - $344K
|
16.3K
$741K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-28.2K- 36.04% |
$1.26M - $1.33M
|
50K
$2.27M
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.4KClosed |
$656K - $697K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-33.7KClosed |
$1.61M - $1.69M
|
0
$0
|