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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.26K+ 28.41% |
$148K - $151K
|
14.8K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.17K+ 0.81% |
$144K - $146K
|
396K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.15K+ 13.92% |
$143K - $145K
|
25.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.04K+ 7.57% |
$138K - $140K
|
43.2K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.94K+ 126.06% |
$134K - $136K
|
5.27K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.87K+ 20.27% |
$130K - $132K
|
17K
$784K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.82KNew |
$128K - $130K
|
2.82K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.81K+ 3.56% |
$128K - $130K
|
81.9K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.78K+ 48.99% |
$126K - $128K
|
8.46K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.49K+ 2.76% |
$113K - $115K
|
92.4K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.41K+ 10.7% |
$109K - $111K
|
24.9K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.26K+ 0.48% |
$103K - $104K
|
473K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.13K+ 7.68% |
$96.8K - $98.3K
|
29.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.12K+ 9.23% |
$96.3K - $97.8K
|
25.1K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.1K+ 21.65% |
$95.5K - $97K
|
11.8K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.96K+ 0.8% |
$89.1K - $90.5K
|
247K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.83K+ 4.82% |
$83.1K - $84.4K
|
39.8K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.79K+ 45.97% |
$81.4K - $82.7K
|
5.68K
$262K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 13.67% |
$79K - $80.2K
|
14.4K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 11.34% |
$78.6K - $79.8K
|
17K
$783K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.66K+ 3.72% |
$75.3K - $76.5K
|
46.2K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.54K+ 5.55% |
$69.8K - $70.9K
|
29.2K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.5K+ 12.53% |
$68K - $69K
|
13.4K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.21K+ 9.05% |
$55K - $55.9K
|
14.6K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$51K - $51.8K
|
10.4K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.03K+ 18.78% |
$46.8K - $47.6K
|
6.52K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
979+ 22.31% |
$44.5K - $45.2K
|
5.37K
$247K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
841+ 15.51% |
$38.2K - $38.8K
|
6.26K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
838New |
$38.1K - $38.7K
|
838
$38.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
797+ 1.63% |
$36.2K - $36.8K
|
49.7K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
779+ 15.86% |
$35.4K - $36K
|
5.69K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
719+ 1.51% |
$32.7K - $33.2K
|
48.4K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678+ 1.44% |
$30.8K - $31.3K
|
47.6K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
652+ 7.71% |
$29.6K - $30.1K
|
9.11K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 60.0% |
$27.3K - $27.7K
|
1.6K
$73.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
579+ 2.97% |
$26.3K - $26.7K
|
20.1K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
555+ 5.18% |
$25.2K - $25.6K
|
11.3K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
554+ 10.79% |
$25.2K - $25.6K
|
5.69K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
539+ 58.52% |
$24.5K - $24.9K
|
1.46K
$67.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
535+ 245.41% |
$24.3K - $24.7K
|
753
$34.7K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
523New |
$23.8K - $24.2K
|
523
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
376+ 0.19% |
$17.1K - $17.4K
|
196K
$9.03M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275+ 2.69% |
$12.5K - $12.7K
|
10.5K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
248+ 435.09% |
$11.3K - $11.5K
|
305
$14.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
235+ 4.07% |
$10.7K - $10.9K
|
6.02K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
220New |
$10K - $10.2K
|
220
$10.1K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
195+ 0.94% |
$8.86K - $9.01K
|
20.9K
$964K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
190+ 3.69% |
$8.64K - $8.77K
|
5.35K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
119+ 1.45% |
$5.41K - $5.5K
|
8.31K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
115+ 2.17% |
$5.23K - $5.31K
|
5.41K
$249K
|