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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.45% |
$171 - $195
|
890
$41.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73New |
$3.12K - $3.56K
|
73
$3.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$583K - $665K
|
13.6K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53- 0.71% |
$2.27K - $2.59K
|
7.45K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.83% |
$128 - $146
|
366
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$730K - $833K
|
17.1K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
54+ 0.6% |
$2.31K - $2.63K
|
9.07K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426New |
$18.2K - $20.8K
|
426
$19.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8K+ 72.28% |
$502K - $573K
|
28K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.2K- 94.72% |
$692K - $790K
|
902
$42.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.58KNew |
$281K - $321K
|
6.58K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4- 80.0% |
$171 - $195
|
1
$46.8
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.7K+ 119.53% |
$2.94M - $3.35M
|
126K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260+ 8.05% |
$11.1K - $12.7K
|
3.49K
$163K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33K+ 6.71% |
$1.41M - $1.61M
|
525K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 90.92% |
$171K - $196K
|
8.41K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
655New |
$28K - $32K
|
655
$30.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.55K+ 3.01% |
$152K - $173K
|
121K
$5.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$42.8 - $48.8
|
4.7K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 2.25% |
$727 - $829
|
771
$36.1K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
99.5KNew |
$4.25M - $4.86M
|
99.5K
$4.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
134KNew |
$5.74M - $6.55M
|
134K
$6.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
16.9K+ 18.29% |
$722K - $824K
|
109K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.04K+ 12.1% |
$215K - $246K
|
46.7K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 56.56% |
$332K - $379K
|
21.5K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 2.23% |
$1.54K - $1.76K
|
1.65K
$77.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 7.84% |
$48.7K - $55.6K
|
13.4K
$627K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3K+ 228.81% |
$128K - $146K
|
4.31K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-603- 1.29% |
$25.8K - $29.4K
|
46K
$2.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 22.75% |
$511K - $583K
|
64.4K
$3.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
37+ 0.41% |
$1.58K - $1.81K
|
9.01K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.76K+ 138.6% |
$203K - $232K
|
8.19K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.37K+ 12.68% |
$101K - $116K
|
21.1K
$986K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
162+ 0.73% |
$6.93K - $7.9K
|
22.4K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
4.07K+ 50.57% |
$174K - $198K
|
12.1K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
930+ 6.78% |
$39.8K - $45.4K
|
14.6K
$685K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-135- 93.75% |
$5.77K - $6.59K
|
9
$421
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.83K- 24.7% |
$206K - $235K
|
14.7K
$688K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-437- 4.93% |
$18.7K - $21.3K
|
8.42K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
28.1K+ 59.76% |
$1.2M - $1.37M
|
75K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.49K- 22.45% |
$149K - $170K
|
12.1K
$564K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
392New |
$16.8K - $19.1K
|
392
$18.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.83K+ 149.25% |
$335K - $382K
|
13.1K
$612K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
28.2KNew |
$1.21M - $1.38M
|
28.2K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.12K+ 2.74% |
$176K - $201K
|
154K
$7.22M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 182.5% |
$3.31K - $3.65K
|
113
$5.29K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
89+ 5.95% |
$4.04K - $4.45K
|
1.58K
$74.1K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 2.67% |
$1.09K - $1.2K
|
874
$40.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 90.52% |
$47.6K - $52.5K
|
110
$5.15K
|
|