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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 21.56% |
$647K - $682K
|
78.3K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.14KNew |
$99.6K - $105K
|
2.14K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44K+ 41.19% |
$66.9K - $70.6K
|
4.93K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
594+ 7.97% |
$27.7K - $29.2K
|
8.04K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
386New |
$18K - $19K
|
386
$18.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.12K- 45.74% |
$238K - $251K
|
6.07K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 41.95% |
$547K - $577K
|
16.3K
$770K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-787- 87.25% |
$36.6K - $38.6K
|
115
$5.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.45% |
$186 - $196
|
894
$42.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.45KNew |
$207K - $219K
|
4.45K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.2K+ 64.63% |
$1.4M - $1.48M
|
76.9K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.9K+ 26.89% |
$1.58M - $1.67M
|
160K
$7.58M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.91% |
$326 - $344
|
373
$17.7K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-85.8K- 16.35% |
$4M - $4.22M
|
439K
$20.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.41K+ 32.78% |
$65.8K - $69.4K
|
5.73K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07K+ 1467.12% |
$49.9K - $52.6K
|
1.14K
$54.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
53+ 0.58% |
$2.47K - $2.6K
|
9.12K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
617+ 9.38% |
$28.7K - $30.3K
|
7.19K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 2.98% |
$169K - $178K
|
125K
$5.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 6.68% |
$65.5K - $69.1K
|
22.5K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
5.59K+ 5.62% |
$260K - $275K
|
105K
$4.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
619K+ 11.06% |
$28.8M - $30.4M
|
6.22M
$295M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.18% |
$140 - $147
|
1.66K
$78.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.29K+ 6.67% |
$339K - $358K
|
117K
$5.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-243- 1.65% |
$11.3K - $11.9K
|
14.5K
$685K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.4K+ 110430.77% |
$668K - $705K
|
14.4K
$681K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-70- 0.85% |
$3.26K - $3.44K
|
8.12K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-44.2K- 96.02% |
$2.06M - $2.17M
|
1.83K
$86.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.6 - $49.1
|
4.7K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
483+ 2.16% |
$22.5K - $23.7K
|
22.8K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
17K+ 12.63% |
$790K - $833K
|
151K
$7.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
SELL
|
- |
-369- 3.05% |
$17.2K - $18.1K
|
11.7K
$556K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
600New |
$27.9K - $29.5K
|
600
$28.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
619+ 6.87% |
$28.8K - $30.4K
|
9.63K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.22K- 24.05% |
$150K - $158K
|
10.2K
$482K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.16K+ 47.09% |
$287K - $303K
|
19.2K
$912K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-178- 23.09% |
$8.29K - $8.74K
|
593
$28.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-4.34K- 35.99% |
$202K - $213K
|
7.71K
$365K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
469+ 3.2% |
$21.8K - $23K
|
15.1K
$716K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
866+ 3.07% |
$40.3K - $42.5K
|
29.1K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
283New |
$13.2K - $13.9K
|
283
$13.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
30.2K+ 40.32% |
$1.41M - $1.48M
|
105K
$4.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.53% |
$279 - $295
|
398
$18.9K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4- 80.0% |
$171 - $195
|
1
$47.4
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426New |
$18.2K - $20.8K
|
426
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$730K - $833K
|
17.1K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$583K - $665K
|
13.6K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
655New |
$28K - $32K
|
655
$31K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 56.56% |
$332K - $379K
|
21.5K
$1.02M
|
|