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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
392New |
$16.8K - $19.1K
|
392
$18.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.83K+ 149.25% |
$335K - $382K
|
13.1K
$628K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
28.2KNew |
$1.21M - $1.38M
|
28.2K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.12K+ 2.74% |
$176K - $201K
|
154K
$7.41M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 182.5% |
$3.31K - $3.65K
|
113
$5.43K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
89+ 5.95% |
$4.04K - $4.45K
|
1.58K
$76.1K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 2.67% |
$1.09K - $1.2K
|
874
$42K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.86KNew |
$402K - $442K
|
8.86K
$425K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83+ 29.64% |
$3.76K - $4.15K
|
363
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 90.52% |
$47.6K - $52.5K
|
110
$5.28K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165+ 0.97% |
$7.48K - $8.24K
|
17.1K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 400.0% |
$181 - $200
|
5
$240
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-337- 27.56% |
$15.3K - $16.8K
|
886
$42.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 40.85% |
$98.7K - $109K
|
7.5K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15.8K+ 42.95% |
$715K - $788K
|
52.5K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
979+ 43.51% |
$44.4K - $48.9K
|
3.23K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$589 - $649
|
13
$624
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.6K+ 1079.19% |
$2.38M - $2.63M
|
57.5K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397+ 43.39% |
$18K - $19.8K
|
1.31K
$63K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-158K- 2.75% |
$7.18M - $7.91M
|
5.6M
$269M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
120+ 0.88% |
$5.44K - $6K
|
13.7K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 20.93% |
$114K - $126K
|
14.5K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
156+ 10.68% |
$7.07K - $7.79K
|
1.62K
$77.6K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
28.6K+ 44.84% |
$1.3M - $1.43M
|
92.3K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.45% |
$1.81K - $2K
|
9.02K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 18.88% |
$849K - $936K
|
118K
$5.66M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
364K+ 283.92% |
$16.5M - $18.2M
|
492K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-95- 0.2% |
$4.31K - $4.75K
|
46.7K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.1K- 35.72% |
$1.05M - $1.16M
|
41.6K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7KNew |
$623K - $686K
|
13.7K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.49K+ 19.97% |
$67.7K - $74.6K
|
8.98K
$431K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$213K - $235K
|
4.7K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
114KNew |
$5.17M - $5.69M
|
114K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.7% |
$45.3 - $50
|
144
$6.91K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 14.97% |
$131K - $144K
|
22.2K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
8.04KNew |
$364K - $402K
|
8.04K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
723+ 4.02% |
$32.8K - $36.1K
|
18.7K
$898K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$589 - $649
|
13
$624
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
81+ 0.42% |
$3.67K - $4.05K
|
19.5K
$938K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
25.1K+ 114.64% |
$1.14M - $1.25M
|
46.9K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.26K- 55.39% |
$193K - $213K
|
3.43K
$165K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.34K- 17.71% |
$152K - $167K
|
15.5K
$746K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$254K - $280K
|
5.61K
$269K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203- 4.61% |
$9.43K - $10.5K
|
4.2K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-53- 55.21% |
$2.46K - $2.74K
|
43
$2.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 72.14% |
$443K - $492K
|
22.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.25KNew |
$104K - $116K
|
2.25K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.75K+ 6.67% |
$174K - $194K
|
60K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.8KNew |
$1.15M - $1.28M
|
24.8K
$1.19M
|
|