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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-131K- 81.8% |
$5.99M - $6.08M
|
29.2K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36.5K- 13.01% |
$1.66M - $1.69M
|
244K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.5K- 3.24% |
$1.34M - $1.36M
|
881K
$40.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 5.85% |
$646K - $655K
|
228K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.99K- 15.26% |
$410K - $416K
|
49.9K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-8.02K- 5.01% |
$366K - $371K
|
152K
$7M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.28K- 9.27% |
$332K - $337K
|
71.3K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.82K- 18.56% |
$311K - $316K
|
29.9K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.28K- 2.61% |
$241K - $244K
|
197K
$9.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.25K- 10.06% |
$239K - $243K
|
46.9K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.3K- 3.99% |
$150K - $152K
|
79.2K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 27.72% |
$145K - $147K
|
8.31K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 4.04% |
$117K - $119K
|
61.1K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.27K- 4.44% |
$104K - $105K
|
48.9K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.21K- 25.72% |
$101K - $102K
|
6.38K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.09K- 8.13% |
$95.3K - $96.7K
|
23.6K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 4.39% |
$47.3K - $48K
|
22.6K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-662- 13.11% |
$30.2K - $30.6K
|
4.39K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-513- 2.42% |
$23.4K - $23.7K
|
20.7K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-260- 2.98% |
$11.9K - $12K
|
8.45K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-168- 1.0% |
$7.66K - $7.77K
|
16.7K
$768K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19- -0.0% |
$866 - $879
|
471K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 1.09% |
$410 - $416
|
813
$37.4K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-65.9K- 33.43% |
$2.98M - $3.06M
|
131K
$6.03M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38K- 76.47% |
$1.72M - $1.76M
|
11.7K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.7K- 1.56% |
$1.34M - $1.38M
|
1.88M
$86.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.2K- 63.2% |
$1.23M - $1.26M
|
15.9K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.98K- 17.76% |
$360K - $370K
|
36.9K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.27K- 33.09% |
$328K - $337K
|
14.7K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.87K- 33.72% |
$175K - $179K
|
7.6K
$349K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.78K- 26.61% |
$171K - $175K
|
10.4K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.65K- 6.45% |
$165K - $170K
|
53K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.07K- 1.35% |
$93.3K - $95.8K
|
151K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.86K- 8.84% |
$83.9K - $86.1K
|
19.1K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.33K- 9.12% |
$60.1K - $61.7K
|
13.3K
$610K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.26K- 3.55% |
$57.1K - $58.6K
|
34.3K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 54.23% |
$53.5K - $55K
|
1K
$46K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 99.03% |
$50.5K - $51.9K
|
11
$506
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-984- 16.29% |
$44.4K - $45.6K
|
5.06K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-864- 1.91% |
$39K - $40.1K
|
44.4K
$2.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-708- 13.75% |
$32K - $32.8K
|
4.44K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-389- 2.19% |
$17.6K - $18K
|
17.4K
$799K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-317- 0.65% |
$14.3K - $14.7K
|
48.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 2.28% |
$13K - $13.3K
|
12.3K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-195- 2.45% |
$8.81K - $9.05K
|
7.77K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-154- 0.43% |
$6.96K - $7.14K
|
35.4K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-123- 1.17% |
$5.56K - $5.71K
|
10.4K
$477K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.3K- 74.59% |
$551K - $559K
|
4.19K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.07K- 42.27% |
$362K - $367K
|
11K
$507K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.07K- 42.27% |
$362K - $367K
|
11K
$507K
|
|