Purchases and Sales Made in Q4 2025 in J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q4 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
448KNew |
$20.7M - $20.8M
|
448K
$20.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
416KNew |
$19.2M - $19.3M
|
416K
$19.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
339K+ 1655.92% |
$15.6M - $15.7M
|
359K
$16.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
309K+ 377.87% |
$14.3M - $14.4M
|
391K
$18.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
159K+ 2878.12% |
$7.36M - $7.41M
|
165K
$7.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
113K+ 21.02% |
$5.2M - $5.24M
|
649K
$30M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
95.2K+ 26.05% |
$4.4M - $4.43M
|
461K
$21.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
86.8KNew |
$4.01M - $4.04M
|
86.8K
$4.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
86KNew |
$3.97M - $4M
|
86K
$3.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
69.9K+ 141.32% |
$3.23M - $3.25M
|
119K
$5.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
64.5K+ 7.39% |
$2.98M - $3M
|
937K
$43.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
62.2K+ 60.73% |
$2.87M - $2.89M
|
165K
$7.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
41.9K+ 27.74% |
$1.94M - $1.95M
|
193K
$8.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.5K+ 14.55% |
$1.68M - $1.7M
|
287K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
36.2K+ 7.62% |
$1.67M - $1.68M
|
511K
$23.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.5K+ 26.42% |
$1.64M - $1.65M
|
170K
$7.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
29.3K+ 27.51% |
$1.35M - $1.36M
|
136K
$6.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3KNew |
$1.12M - $1.13M
|
24.3K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
22.3K+ 12.44% |
$1.03M - $1.03M
|
201K
$9.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 9.11% |
$938K - $944K
|
243K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 3.79% |
$929K - $934K
|
550K
$25.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.8K+ 3.65% |
$867K - $872K
|
533K
$24.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.1K+ 4.34% |
$835K - $841K
|
435K
$20.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16.8K+ 26.71% |
$778K - $783K
|
79.9K
$3.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.9K+ 13.77% |
$641K - $645K
|
115K
$5.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.8K+ 12.55% |
$635K - $639K
|
123K
$5.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11K+ 18.42% |
$506K - $509K
|
70.5K
$3.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10.3K+ 69.18% |
$474K - $477K
|
25.1K
$1.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.96K+ 86.78% |
$367K - $370K
|
17.1K
$792K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.86K+ 20.14% |
$363K - $365K
|
46.9K
$2.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.64K+ 11.17% |
$353K - $355K
|
76.1K
$3.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
7.03K+ 18.5% |
$325K - $327K
|
45K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.86K+ 2.09% |
$317K - $319K
|
335K
$15.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.38K+ 7.36% |
$295K - $297K
|
93.1K
$4.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.15K+ 2.09% |
$284K - $286K
|
300K
$13.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.81KNew |
$268K - $270K
|
5.81K
$269K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.8K+ 10.84% |
$268K - $270K
|
59.3K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
5.67K+ 18.08% |
$262K - $263K
|
37K
$1.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.46K+ 4.87% |
$252K - $254K
|
118K
$5.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.25KNew |
$243K - $244K
|
5.25K
$243K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.11K+ 43.84% |
$236K - $238K
|
16.8K
$776K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.82K+ 8.63% |
$223K - $224K
|
60.7K
$2.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.41K+ 12.14% |
$204K - $205K
|
40.7K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.66K+ 17.54% |
$169K - $170K
|
24.6K
$1.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.23K+ 3.08% |
$149K - $150K
|
108K
$4.99M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.95K+ 12.28% |
$136K - $137K
|
27K
$1.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.78K+ 3.95% |
$128K - $129K
|
73.1K
$3.38M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.1K+ 34.43% |
$97K - $97.6K
|
8.2K
$379K
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.08K+ 20.18% |
$95.9K - $96.5K
|
12.4K
$572K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.88K+ 17.25% |
$86.7K - $87.3K
|
12.8K
$590K
|
|