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
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
107New |
$4.86K - $4.94K
|
107
$4.93K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
98+ 890.91% |
$4.46K - $4.53K
|
109
$5.02K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
93+ 10.83% |
$4.23K - $4.29K
|
952
$43.9K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
90+ 0.51% |
$4.09K - $4.16K
|
17.7K
$817K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
66+ 1.09% |
$3K - $3.05K
|
6.1K
$281K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.49% |
$2.41K - $2.45K
|
11K
$506K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
42New |
$1.91K - $1.94K
|
42
$1.94K
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
18+ 0.41% |
$818 - $831
|
4.45K
$205K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.85% |
$500 - $508
|
1.3K
$59.9K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$227 - $231
|
5
$231
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.01% |
$182 - $185
|
56.8K
$2.62M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$45.5 - $46.2
|
4.48K
$206K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-8- 0.02% |
$364 - $369
|
41K
$1.89M
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-21- 0.16% |
$955 - $970
|
12.9K
$595K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.14K - $1.15K
|
0
$0
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-72Closed |
$3.27K - $3.32K
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-77- 1.51% |
$3.5K - $3.56K
|
5.01K
$231K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-109- 1.93% |
$4.96K - $5.03K
|
5.53K
$255K
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-171- 0.76% |
$7.77K - $7.9K
|
22.5K
$1.04M
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-227- 1.31% |
$10.3K - $10.5K
|
17.1K
$788K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-247- 4.71% |
$11.2K - $11.4K
|
5K
$231K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-265- 2.05% |
$12K - $12.2K
|
12.7K
$584K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-282- 4.08% |
$12.8K - $13K
|
6.64K
$306K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-331- 58.17% |
$15K - $15.3K
|
238
$11K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-346- 42.56% |
$15.7K - $16K
|
467
$21.5K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-539- 38.45% |
$24.5K - $24.9K
|
863
$39.8K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-555- 4.93% |
$25.2K - $25.6K
|
10.7K
$494K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-703- 1.66% |
$32K - $32.5K
|
41.8K
$1.92M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-719- 10.03% |
$32.7K - $33.2K
|
6.45K
$297K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 9.09% |
$34.1K - $34.6K
|
7.5K
$346K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-945- 8.54% |
$43K - $43.6K
|
10.1K
$467K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.02K- 15.63% |
$46.2K - $47K
|
5.49K
$253K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.13K- 1.42% |
$51.2K - $52K
|
78.1K
$3.6M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.34% |
$53.6K - $54.4K
|
20.9K
$963K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 22.95% |
$60.1K - $61K
|
4.43K
$204K
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.81K- 3.4% |
$82.2K - $83.5K
|
51.3K
$2.37M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 12.44% |
$85.7K - $87.1K
|
13.3K
$612K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.9K- 29.8% |
$86.4K - $87.7K
|
4.48K
$206K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.24K- 5.73% |
$102K - $103K
|
36.9K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.49K- 2.94% |
$113K - $115K
|
82.2K
$3.79M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89K- 24.61% |
$131K - $134K
|
8.86K
$408K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.51K- 21.62% |
$160K - $162K
|
12.7K
$587K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.68K- 4.65% |
$167K - $170K
|
75.5K
$3.48M
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.91K- 13.91% |
$178K - $180K
|
24.2K
$1.11M
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.47K- 43.43% |
$203K - $207K
|
5.83K
$269K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.89K- 11.69% |
$222K - $226K
|
36.9K
$1.7M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.52K- 2.26% |
$251K - $255K
|
238K
$11M
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-5.7K- 13.85% |
$259K - $263K
|
35.5K
$1.63M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.86K- 2.97% |
$266K - $271K
|
191K
$8.83M
|