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 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40.2K+ 14.42% |
$1.83M - $1.86M
|
319K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.1K+ 215.47% |
$1.78M - $1.8M
|
57.2K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.1KNew |
$1.69M - $1.71M
|
37.1K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.7K+ 219.28% |
$1.67M - $1.69M
|
53.4K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
35.3K+ 26.75% |
$1.61M - $1.63M
|
167K
$7.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
34.5K+ 7.85% |
$1.57M - $1.59M
|
475K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 33.91% |
$1.55M - $1.57M
|
135K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
33.8K+ 5.29% |
$1.54M - $1.56M
|
674K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.4KNew |
$1.52M - $1.54M
|
33.4K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32.5K+ 27.27% |
$1.48M - $1.5M
|
152K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
31.5KNew |
$1.43M - $1.46M
|
31.5K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.1K+ 663.52% |
$1.42M - $1.44M
|
35.8K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30.1K+ 3.79% |
$1.37M - $1.39M
|
825K
$38M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
27.2K+ 131.59% |
$1.23M - $1.25M
|
47.8K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 68.34% |
$1.23M - $1.25M
|
66.5K
$3.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
26.8K+ 67.57% |
$1.22M - $1.24M
|
66.4K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 43.09% |
$1.2M - $1.22M
|
87.5K
$4.03M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.6K+ 187.39% |
$1.03M - $1.04M
|
34.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20.9KNew |
$948K - $963K
|
20.9K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.8K+ 8.39% |
$945K - $959K
|
268K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 1.08% |
$907K - $921K
|
1.87M
$86.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.4K+ 34.02% |
$881K - $895K
|
76.3K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
19.4K+ 225.56% |
$880K - $894K
|
27.9K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
19.3KNew |
$879K - $893K
|
19.3K
$891K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18.9KNew |
$857K - $871K
|
18.9K
$869K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
18.6K+ 17.34% |
$846K - $859K
|
126K
$5.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 38.5% |
$823K - $836K
|
65.1K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.5K+ 122.3% |
$795K - $808K
|
31.8K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16.8K+ 259.37% |
$763K - $776K
|
23.3K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$751K - $763K
|
16.5K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$751K - $763K
|
16.5K
$762K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4K+ 228.22% |
$745K - $757K
|
23.6K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.4K+ 20.16% |
$744K - $756K
|
97.6K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.9KNew |
$723K - $734K
|
15.9K
$733K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.9KNew |
$721K - $732K
|
15.9K
$731K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.8K+ 17.05% |
$718K - $729K
|
108K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
15.5K+ 10.52% |
$706K - $717K
|
163K
$7.52M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
15.5KNew |
$704K - $715K
|
15.5K
$714K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$683K - $694K
|
15K
$692K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 4.79% |
$667K - $677K
|
321K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14.1K+ 11.86% |
$643K - $653K
|
133K
$6.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 3.05% |
$641K - $651K
|
476K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.8K+ 52.76% |
$626K - $636K
|
39.9K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
13K+ 19.6% |
$589K - $598K
|
79.1K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 10.74% |
$580K - $590K
|
132K
$6.07M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.5K+ 537.32% |
$569K - $578K
|
14.9K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$569K - $578K
|
12.5K
$577K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12KNew |
$548K - $556K
|
12K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.7KNew |
$530K - $539K
|
11.7K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.3KNew |
$513K - $521K
|
11.3K
$520K
|