Purchases and Sales Made in Q1 2025 in J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.85M+ 137.44% |
$84.2M - $85.5M
|
3.2M
$148M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4M+ 655.33% |
$63.5M - $64.5M
|
1.61M
$74.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
576K+ 29.97% |
$26.2M - $26.6M
|
2.5M
$115M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
524K+ 150.89% |
$23.8M - $24.2M
|
872K
$40.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
437KNew |
$19.9M - $20.2M
|
437K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
429K+ 552.29% |
$19.5M - $19.8M
|
507K
$23.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
398KNew |
$18.1M - $18.4M
|
398K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
377K+ 21.18% |
$17.2M - $17.4M
|
2.16M
$99.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
352K+ 35.68% |
$16M - $16.3M
|
1.34M
$61.8M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
279KNew |
$12.7M - $12.9M
|
279K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
268K+ 43.09% |
$12.2M - $12.4M
|
890K
$41M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 29.46% |
$11.8M - $12M
|
1.14M
$52.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
223K+ 106.91% |
$10.1M - $10.3M
|
431K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
209K+ 565.17% |
$9.49M - $9.64M
|
246K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
193K+ 35.71% |
$8.79M - $8.93M
|
735K
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 125.45% |
$7.89M - $8.01M
|
312K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
172KNew |
$7.82M - $7.95M
|
172K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
157K+ 50.58% |
$7.15M - $7.26M
|
468K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
133KNew |
$6.06M - $6.16M
|
133K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133K+ 79.16% |
$6.02M - $6.12M
|
300K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131K+ 28.59% |
$5.93M - $6.03M
|
587K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 109.32% |
$5.27M - $5.35M
|
222K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112K+ 160.51% |
$5.07M - $5.15M
|
181K
$8.34M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 426.65% |
$4.72M - $4.79M
|
128K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100K+ 40.52% |
$4.55M - $4.62M
|
347K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
98.3KNew |
$4.47M - $4.54M
|
98.3K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
87.8K+ 69.7% |
$3.99M - $4.05M
|
214K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.8K+ 4.19% |
$3.58M - $3.64M
|
1.96M
$90.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
78.8K+ 90.46% |
$3.58M - $3.64M
|
166K
$7.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
75.3K+ 33.04% |
$3.42M - $3.48M
|
303K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
73.7K+ 13.15% |
$3.35M - $3.4M
|
634K
$29.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68.5KNew |
$3.12M - $3.17M
|
68.5K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68.1K+ 202.69% |
$3.09M - $3.14M
|
102K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.7K+ 1.33% |
$3.03M - $3.08M
|
5.07M
$234M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
60.5K+ 6.54% |
$2.75M - $2.79M
|
985K
$45.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.4K+ 41.0% |
$2.75M - $2.79M
|
208K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
60.2KNew |
$2.74M - $2.78M
|
60.2K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
60.2K+ 208.93% |
$2.73M - $2.78M
|
89K
$4.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
59.8KNew |
$2.72M - $2.76M
|
59.8K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
57.7K+ 32.12% |
$2.62M - $2.66M
|
237K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
57.4K+ 36.4% |
$2.61M - $2.65M
|
215K
$9.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 54.82% |
$2.53M - $2.57M
|
157K
$7.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49.1K+ 63.33% |
$2.23M - $2.27M
|
127K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
49.1K+ 9.97% |
$2.23M - $2.27M
|
541K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.6K+ 41.15% |
$2.21M - $2.24M
|
167K
$7.68M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.8KNew |
$2.17M - $2.21M
|
47.8K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
46.5K+ 20.9% |
$2.11M - $2.15M
|
269K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
46.4K+ 3572.77% |
$2.11M - $2.14M
|
47.7K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
45.7K+ 78.4% |
$2.08M - $2.11M
|
104K
$4.79M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
40.5K+ 88.43% |
$1.84M - $1.87M
|
86.2K
$3.97M
|