Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JPRE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
364K+ 283.92% |
$16.5M - $18.2M
|
492K
$23M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
114KNew |
$5.17M - $5.69M
|
114K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.6K+ 1079.19% |
$2.38M - $2.63M
|
57.5K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
28.6K+ 44.84% |
$1.3M - $1.43M
|
92.3K
$4.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
25.1K+ 114.64% |
$1.14M - $1.25M
|
46.9K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 18.88% |
$849K - $936K
|
118K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15.8K+ 42.95% |
$715K - $788K
|
52.5K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7KNew |
$623K - $686K
|
13.7K
$643K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
10.1K+ 7.21% |
$458K - $504K
|
150K
$7.03M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.86KNew |
$402K - $442K
|
8.86K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
8.04KNew |
$364K - $402K
|
8.04K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$254K - $280K
|
5.61K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.25KNew |
$238K - $262K
|
5.25K
$246K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$213K - $235K
|
4.7K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 14.97% |
$131K - $144K
|
22.2K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 20.93% |
$114K - $126K
|
14.5K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 40.85% |
$98.7K - $109K
|
7.5K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.49K+ 19.97% |
$67.7K - $74.6K
|
8.98K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 41.48% |
$58.6K - $64.5K
|
4.41K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
979+ 43.51% |
$44.4K - $48.9K
|
3.23K
$151K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
723+ 4.02% |
$32.8K - $36.1K
|
18.7K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397+ 43.39% |
$18K - $19.8K
|
1.31K
$61.4K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165+ 0.97% |
$7.48K - $8.24K
|
17.1K
$800K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
156+ 10.68% |
$7.07K - $7.79K
|
1.62K
$75.7K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
120+ 0.88% |
$5.44K - $6K
|
13.7K
$642K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83+ 29.64% |
$3.76K - $4.15K
|
363
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
81+ 0.42% |
$3.67K - $4.05K
|
19.5K
$915K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.81K - $2K
|
40
$1.87K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.45% |
$1.81K - $2K
|
9.02K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$589 - $649
|
13
$609
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$589 - $649
|
13
$609
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 400.0% |
$181 - $200
|
5
$234
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.7% |
$45.3 - $50
|
144
$6.74K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.8KNew |
$1.15M - $1.28M
|
24.8K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 72.14% |
$443K - $492K
|
22.7K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.65KNew |
$309K - $344K
|
6.65K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.75K+ 6.67% |
$174K - $194K
|
60K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.25KNew |
$104K - $116K
|
2.25K
$105K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
397+ 36.16% |
$18.4K - $20.5K
|
1.5K
$70K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22New |
$1.02K - $1.14K
|
22
$1.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4New |
$186 - $207
|
4
$187
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1KNew |
$1.02M - $1.2M
|
23.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$569K - $673K
|
13K
$607K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.45KNew |
$195K - $231K
|
4.45K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
311New |
$13.7K - $16.2K
|
311
$14.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
166New |
$7.29K - $8.62K
|
166
$7.77K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69New |
$3.03K - $3.58K
|
69
$3.23K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$1.67K - $1.97K
|
38
$1.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
13New |
$571 - $675
|
13
$609
|
|