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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-144K- 60.62% |
$6.52M - $6.69M
|
93.8K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-51K- 89.7% |
$2.3M - $2.36M
|
5.85K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.7K- 56.43% |
$572K - $587K
|
9.79K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.69K- 22.12% |
$347K - $356K
|
27.1K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.66K- 8.69% |
$210K - $216K
|
49K
$2.26M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.7K- 5.85% |
$122K - $125K
|
43.5K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 17.59% |
$105K - $108K
|
10.9K
$504K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 4.38% |
$101K - $104K
|
49.1K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.22K- 18.41% |
$55.1K - $56.6K
|
5.42K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.04K- 10.23% |
$47K - $48.2K
|
9.13K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-165- 3.29% |
$7.44K - $7.64K
|
4.85K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-162- 1.26% |
$7.31K - $7.5K
|
12.7K
$587K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-271K- 11.06% |
$12.3M - $12.5M
|
2.18M
$101M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-120K- 40.68% |
$5.45M - $5.53M
|
175K
$8.06M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-101K- 81.23% |
$4.61M - $4.69M
|
23.4K
$1.08M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82.7K- 45.67% |
$3.76M - $3.82M
|
98.3K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78.6K- 86.49% |
$3.57M - $3.63M
|
12.3K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.2K- 77.1% |
$1.64M - $1.67M
|
10.7K
$495K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-36K- 47.96% |
$1.64M - $1.66M
|
39.1K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30.2K- 9.45% |
$1.38M - $1.4M
|
290K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-20.6K- 2.48% |
$939K - $953K
|
812K
$37.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 34.72% |
$876K - $890K
|
36.2K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18.3K- 12.05% |
$834K - $847K
|
134K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16.8K- 10.29% |
$763K - $775K
|
146K
$6.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15K- 3.43% |
$681K - $691K
|
422K
$19.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12.9K- 44.03% |
$585K - $595K
|
16.4K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.1K- 26.79% |
$505K - $513K
|
30.4K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.31K- 2.7% |
$378K - $384K
|
299K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.42K- 20.25% |
$337K - $343K
|
29.2K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.16K- 6.74% |
$280K - $285K
|
85.2K
$3.93M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.09K- 1.83% |
$277K - $281K
|
327K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.86K- 2.97% |
$266K - $271K
|
191K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-5.7K- 13.85% |
$259K - $263K
|
35.5K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.91K- 13.91% |
$178K - $180K
|
24.2K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.68K- 4.65% |
$167K - $170K
|
75.5K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.51K- 21.62% |
$160K - $162K
|
12.7K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89K- 24.61% |
$131K - $134K
|
8.86K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.49K- 2.94% |
$113K - $115K
|
82.2K
$3.79M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.24K- 5.73% |
$102K - $103K
|
36.9K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 22.95% |
$60.1K - $61K
|
4.43K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.34% |
$53.6K - $54.4K
|
20.9K
$963K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.13K- 1.42% |
$51.2K - $52K
|
78.1K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.02K- 15.63% |
$46.2K - $47K
|
5.49K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-945- 8.54% |
$43K - $43.6K
|
10.1K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 9.09% |
$34.1K - $34.6K
|
7.5K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-719- 10.03% |
$32.7K - $33.2K
|
6.45K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-703- 1.66% |
$32K - $32.5K
|
41.8K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-539- 38.45% |
$24.5K - $24.9K
|
863
$39.8K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-346- 42.56% |
$15.7K - $16K
|
467
$21.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-331- 58.17% |
$15K - $15.3K
|
238
$11K
|
|