Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JPRE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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 |
BUY
|
- |
40+ 0.45% |
$1.81K - $2K
|
9.02K
$423K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
364K+ 283.92% |
$16.5M - $18.2M
|
492K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 2.75% |
$1.09K - $1.2K
|
898
$42.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 18.88% |
$849K - $936K
|
118K
$5.54M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.49K+ 19.97% |
$67.7K - $74.6K
|
8.98K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7KNew |
$623K - $686K
|
13.7K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.1K- 35.72% |
$1.05M - $1.16M
|
41.6K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-95- 0.2% |
$4.31K - $4.75K
|
46.7K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$213K - $235K
|
4.7K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
114KNew |
$5.17M - $5.69M
|
114K
$5.35M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.7% |
$45.3 - $50
|
144
$6.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 14.97% |
$131K - $144K
|
22.2K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.25KNew |
$238K - $262K
|
5.25K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
8.04KNew |
$364K - $402K
|
8.04K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
723+ 4.02% |
$32.8K - $36.1K
|
18.7K
$878K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$589 - $649
|
13
$611
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
81+ 0.42% |
$3.67K - $4.05K
|
19.5K
$918K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
25.1K+ 114.64% |
$1.14M - $1.25M
|
46.9K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
10.1K+ 7.21% |
$458K - $504K
|
150K
$7.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$254K - $280K
|
5.61K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.34K- 17.71% |
$152K - $167K
|
15.5K
$730K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.26K- 55.39% |
$193K - $213K
|
3.43K
$161K
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
397+ 36.16% |
$18.4K - $20.5K
|
1.5K
$70.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 72.14% |
$443K - $492K
|
22.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.9KNew |
$786K - $874K
|
16.9K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-53- 55.21% |
$2.46K - $2.74K
|
43
$2.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.25KNew |
$104K - $116K
|
2.25K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.08% |
$46.5 - $51.6
|
1.22K
$57.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
280New |
$13K - $14.5K
|
280
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42- 0.78% |
$1.95K - $2.17K
|
5.33K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
350+ 43.21% |
$16.3K - $18.1K
|
1.16K
$54.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.75K+ 6.67% |
$174K - $194K
|
60K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
36.4K+ 10246.2% |
$1.69M - $1.88M
|
36.7K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4New |
$186 - $207
|
4
$188
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.8KNew |
$1.15M - $1.28M
|
24.8K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
330K+ 6.08% |
$15.3M - $17.1M
|
5.76M
$271M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
154+ 7.35% |
$7.15K - $7.95K
|
2.25K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.1K- 48.14% |
$701K - $779K
|
16.3K
$764K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.96K+ 49.15% |
$184K - $204K
|
12K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-194- 5.86% |
$9.01K - $10K
|
3.12K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 38.22% |
$18.8K - $20.9K
|
1.46K
$68.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.87KNew |
$226K - $252K
|
4.87K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.84% |
$1.02K - $1.14K
|
754
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.7K+ 2.74% |
$79K - $87.8K
|
63.8K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22New |
$1.02K - $1.14K
|
22
$1.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.65KNew |
$309K - $344K
|
6.65K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-283- 2.04% |
$13.1K - $14.6K
|
13.6K
$638K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$569K - $673K
|
13K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.63K- 99.94% |
$71.6K - $84.8K
|
1
$47
|
|