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 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-265- 2.05% |
$12K - $12.2K
|
12.7K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-247- 4.71% |
$11.2K - $11.4K
|
5K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-227- 1.31% |
$10.3K - $10.5K
|
17.1K
$788K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-109- 1.93% |
$4.96K - $5.03K
|
5.53K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-72Closed |
$3.27K - $3.32K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.14K - $1.15K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-8- 0.02% |
$364 - $369
|
41K
$1.89M
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-49.9K- 45.0% |
$2.27M - $2.31M
|
61K
$2.81M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.3K- 1.82% |
$1.34M - $1.36M
|
1.58M
$72.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-20.7K- 63.72% |
$944K - $958K
|
11.8K
$544K
|
|
|
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 Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-8.56K- 10.23% |
$390K - $396K
|
75.1K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.19K- 27.72% |
$145K - $147K
|
8.31K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 35.47% |
$117K - $119K
|
4.69K
$216K
|
|
|
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 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-143- 1.08% |
$6.52K - $6.61K
|
13.1K
$605K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-65.9K- 33.43% |
$2.98M - $3.06M
|
131K
$6.05M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38K- 76.47% |
$1.72M - $1.76M
|
11.7K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 54.23% |
$53.5K - $55K
|
1K
$46.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-708- 13.75% |
$32K - $32.8K
|
4.44K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-195- 2.45% |
$8.81K - $9.05K
|
7.77K
$358K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.3K- 74.59% |
$551K - $559K
|
4.19K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-480- 99.79% |
$21.5K - $21.8K
|
1
$46.1
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.6K- 26.26% |
$797K - $808K
|
49.5K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.2K- 7.95% |
$190K - $192K
|
48.6K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.69K- 7.2% |
$122K - $124K
|
34.7K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-110- 15.85% |
$4.97K - $5.05K
|
584
$26.9K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-11.7K- 67.37% |
$514K - $538K
|
5.68K
$262K
|
|
| Q2 2023 | |||||||
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-7.49K- 31.48% |
$338K - $344K
|
16.3K
$752K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-28.2K- 36.04% |
$1.25M - $1.33M
|
50K
$2.3M
|
|
| 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
|
|