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 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
11.3K+ 65.89% |
$512K - $521K
|
28.4K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 15.55% |
$504K - $512K
|
82.4K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.1K+ 23.06% |
$503K - $511K
|
59K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.7K+ 29.05% |
$488K - $495K
|
47.7K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5K+ 62.71% |
$477K - $484K
|
27.2K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$463K - $470K
|
10.2K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
9.12K+ 5.15% |
$415K - $421K
|
186K
$8.59M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.75K+ 10.29% |
$398K - $404K
|
93.8K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8.59K+ 55.0% |
$391K - $397K
|
24.2K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.41K+ 17.03% |
$382K - $388K
|
57.8K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8.32K+ 5.97% |
$378K - $384K
|
148K
$6.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 69.06% |
$375K - $381K
|
20.2K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.22KNew |
$374K - $380K
|
8.22K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.08K+ 5.55% |
$367K - $373K
|
154K
$7.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.78K+ 42.5% |
$353K - $359K
|
26.1K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 2.04% |
$343K - $349K
|
378K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.3K+ 3.62% |
$332K - $337K
|
209K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.18KNew |
$326K - $331K
|
7.18K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.08K+ 43.25% |
$322K - $327K
|
23.5K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.82K+ 2.28% |
$310K - $315K
|
306K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.69KNew |
$304K - $309K
|
6.69K
$308K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.63KNew |
$301K - $306K
|
6.63K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
6.6K+ 35.29% |
$300K - $305K
|
25.3K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$299K - $304K
|
6.58K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.57K+ 39.75% |
$299K - $303K
|
23.1K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$281K - $286K
|
6.19K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.99K+ 6.23% |
$272K - $276K
|
102K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.93KNew |
$270K - $274K
|
5.93K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.9K+ 2.68% |
$268K - $272K
|
226K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.81KNew |
$264K - $268K
|
5.81K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.79K+ 48.07% |
$263K - $267K
|
17.8K
$822K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 3.99% |
$261K - $265K
|
150K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.56KNew |
$253K - $257K
|
5.56K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.5K+ 146.25% |
$250K - $254K
|
9.26K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.23KNew |
$238K - $241K
|
5.23K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.15KNew |
$234K - $238K
|
5.15K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.14K+ 2.99% |
$234K - $237K
|
177K
$8.15M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.91KNew |
$223K - $227K
|
4.91K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.9K+ 14.0% |
$223K - $226K
|
39.9K
$1.84M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.83K+ 16.14% |
$220K - $223K
|
34.8K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.81KNew |
$219K - $222K
|
4.81K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.69KNew |
$213K - $217K
|
4.69K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
4.46KNew |
$203K - $206K
|
4.46K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 13.85% |
$198K - $201K
|
35.9K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.11K+ 9.82% |
$187K - $190K
|
45.9K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.07K+ 53.41% |
$185K - $188K
|
11.7K
$539K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4K+ 22.79% |
$182K - $185K
|
21.6K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.88K+ 27.77% |
$176K - $179K
|
17.9K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
3.55K+ 7.12% |
$162K - $164K
|
53.5K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.39K+ 33.97% |
$154K - $157K
|
13.4K
$616K
|