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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78.6K- 86.49% |
$3.57M - $3.63M
|
12.3K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-20.6K- 2.48% |
$939K - $953K
|
812K
$37.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.86K- 2.97% |
$266K - $271K
|
191K
$8.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.89K- 11.69% |
$222K - $226K
|
36.9K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.9K- 29.8% |
$86.4K - $87.7K
|
4.48K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 12.44% |
$85.7K - $87.1K
|
13.3K
$611K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-282- 4.08% |
$12.8K - $13K
|
6.64K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-72Closed |
$3.27K - $3.32K
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-179K- 96.48% |
$8.14M - $8.26M
|
6.51K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-131K- 81.8% |
$5.99M - $6.08M
|
29.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-122K- 97.02% |
$5.57M - $5.65M
|
3.76K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-49.9K- 45.0% |
$2.27M - $2.31M
|
61K
$2.81M
|
|
|
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
$40.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-20.7K- 63.72% |
$944K - $958K
|
11.8K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.9K- 3.54% |
$906K - $919K
|
541K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.5K- 13.74% |
$615K - $624K
|
84.7K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10K- 68.0% |
$456K - $462K
|
4.71K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-8.99K- 15.26% |
$410K - $416K
|
49.9K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-8.02K- 5.01% |
$366K - $371K
|
152K
$7.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.28K- 9.27% |
$332K - $337K
|
71.3K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 14.6% |
$245K - $249K
|
31.5K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.25K- 10.06% |
$239K - $243K
|
46.9K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.14K- 41.74% |
$235K - $238K
|
7.18K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.7K- 10.63% |
$214K - $217K
|
39.5K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.36K- 9.09% |
$153K - $155K
|
33.6K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.3K- 3.99% |
$150K - $152K
|
79.2K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 27.72% |
$145K - $147K
|
8.31K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 24.53% |
$138K - $140K
|
9.3K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.94K- 6.61% |
$134K - $136K
|
41.5K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.9K- 15.16% |
$132K - $134K
|
16.2K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 35.47% |
$117K - $119K
|
4.69K
$216K
|
|
|
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 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.09K- 8.13% |
$95.3K - $96.7K
|
23.6K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 25.17% |
$72.5K - $73.5K
|
4.73K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.15K- 7.62% |
$52.6K - $53.3K
|
14K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.04K- 4.39% |
$47.3K - $48K
|
22.6K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-960- 4.17% |
$43.8K - $44.4K
|
22.1K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-602- 3.71% |
$27.4K - $27.8K
|
15.6K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-513- 2.42% |
$23.4K - $23.7K
|
20.7K
$953K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-260- 2.98% |
$11.9K - $12K
|
8.45K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-227- 0.58% |
$10.3K - $10.5K
|
39.1K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-191- 12.91% |
$8.71K - $8.83K
|
1.29K
$59.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-168- 1.0% |
$7.66K - $7.77K
|
16.7K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-160- 15.7% |
$7.29K - $7.4K
|
859
$39.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-151- 1.46% |
$6.88K - $6.98K
|
10.2K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-143- 1.08% |
$6.52K - $6.61K
|
13.1K
$604K
|
|