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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.09K- 1.83% |
$277K - $281K
|
327K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.16K- 6.74% |
$280K - $285K
|
85.2K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7.36K- 12.06% |
$335K - $340K
|
53.7K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.42K- 20.25% |
$337K - $343K
|
29.2K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.31K- 2.7% |
$378K - $384K
|
299K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.1K- 26.79% |
$505K - $513K
|
30.4K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12.9K- 44.03% |
$585K - $595K
|
16.4K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15K- 3.43% |
$681K - $691K
|
422K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16.8K- 10.29% |
$763K - $775K
|
146K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18.3K- 12.05% |
$834K - $847K
|
134K
$6.17M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 34.72% |
$876K - $890K
|
36.2K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-20.6K- 2.48% |
$939K - $953K
|
812K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30.2K- 9.45% |
$1.38M - $1.4M
|
290K
$13.4M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-36K- 47.96% |
$1.64M - $1.66M
|
39.1K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.2K- 77.1% |
$1.64M - $1.67M
|
10.7K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78.6K- 86.49% |
$3.57M - $3.63M
|
12.3K
$566K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82.7K- 45.67% |
$3.76M - $3.82M
|
98.3K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-101K- 81.23% |
$4.61M - $4.69M
|
23.4K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-120K- 40.68% |
$5.45M - $5.53M
|
175K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-271K- 11.06% |
$12.3M - $12.5M
|
2.18M
$101M
|