Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
74.1K+ 200.73% |
$3.34M - $3.43M
|
111K
$5.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
58.1KNew |
$2.62M - $2.69M
|
58.1K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 7.36% |
$1.56M - $1.6M
|
503K
$23.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.3K+ 67.93% |
$1.46M - $1.5M
|
80K
$3.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26.5KNew |
$1.19M - $1.23M
|
26.5K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 95.43% |
$647K - $664K
|
29.4K
$1.35M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.3KNew |
$463K - $475K
|
10.3K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.04K+ 39.83% |
$363K - $373K
|
28.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8K+ 17.57% |
$361K - $371K
|
53.5K
$2.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.03K+ 86.3% |
$227K - $233K
|
10.9K
$500K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.94K+ 6.82% |
$178K - $182K
|
61.7K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
576+ 0.96% |
$26K - $26.7K
|
60.3K
$2.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.25K- 4.38% |
$101K - $104K
|
49.1K
$2.26M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.7K- 5.85% |
$122K - $125K
|
43.5K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.69K- 22.12% |
$347K - $356K
|
27.1K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.7K- 56.43% |
$572K - $587K
|
9.79K
$451K
|