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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
134KNew |
$5.74M - $6.55M
|
134K
$6.28M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
99.5KNew |
$4.25M - $4.86M
|
99.5K
$4.66M
|
|
|
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
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33K+ 6.71% |
$1.41M - $1.61M
|
525K
$24.6M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
28.2KNew |
$1.21M - $1.38M
|
28.2K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
28.1K+ 59.76% |
$1.2M - $1.37M
|
75K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$730K - $833K
|
17.1K
$799K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
16.9K+ 18.29% |
$722K - $824K
|
109K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$583K - $665K
|
13.6K
$638K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 22.75% |
$511K - $583K
|
64.4K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8K+ 72.28% |
$502K - $573K
|
28K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.83K+ 149.25% |
$335K - $382K
|
13.1K
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 56.56% |
$332K - $379K
|
21.5K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.58KNew |
$281K - $321K
|
6.58K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.04K+ 12.1% |
$215K - $246K
|
46.7K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.76K+ 138.6% |
$203K - $232K
|
8.19K
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.12K+ 2.74% |
$176K - $201K
|
154K
$7.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
4.07K+ 50.57% |
$174K - $198K
|
12.1K
$566K
|
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.55K+ 3.01% |
$152K - $173K
|
121K
$5.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3K+ 228.81% |
$128K - $146K
|
4.31K
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.37K+ 12.68% |
$101K - $116K
|
21.1K
$986K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
930+ 6.78% |
$39.8K - $45.4K
|
14.6K
$685K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
655New |
$28K - $32K
|
655
$30.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426New |
$18.2K - $20.8K
|
426
$19.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
392New |
$16.8K - $19.1K
|
392
$18.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260+ 8.05% |
$11.1K - $12.7K
|
3.49K
$163K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
162+ 0.73% |
$6.93K - $7.9K
|
22.4K
$1.05M
|
|
|
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
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
54+ 0.6% |
$2.31K - $2.63K
|
9.07K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
37+ 0.41% |
$1.58K - $1.81K
|
9.01K
$422K
|
|
|
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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 2.25% |
$727 - $829
|
771
$36.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.45% |
$171 - $195
|
890
$41.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.83% |
$128 - $146
|
366
$17.1K
|
|
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
114KNew |
$5.17M - $5.69M
|
114K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$254K - $280K
|
5.61K
$262K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
89+ 5.95% |
$4.04K - $4.45K
|
1.58K
$74.1K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 182.5% |
$3.31K - $3.65K
|
113
$5.29K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$589 - $649
|
13
$608
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13New |
$589 - $649
|
13
$608
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.65KNew |
$309K - $344K
|
6.65K
$311K
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22New |
$1.02K - $1.14K
|
22
$1.03K
|
|
| 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
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.45KNew |
$195K - $231K
|
4.45K
$208K
|
|