Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JGRO)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JGRO) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 2.69% |
N/A
|
69.1K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
223+ 5.13% |
N/A
|
4.57K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
758+ 0.21% |
N/A
|
356K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 5.66% |
N/A
|
64K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.57K+ 16.39% |
N/A
|
11.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9.54K+ 4.63% |
N/A
|
216K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 0.46% |
N/A
|
403K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-3.74K- 4.05% |
N/A
|
88.8K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.82K+ 16.35% |
N/A
|
13K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
201+ 5.61% |
N/A
|
3.79K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
N/A
|
19
$0
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
41+ 0.77% |
N/A
|
5.39K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-51.8K- 15.28% |
N/A
|
287K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-597- 9.24% |
N/A
|
5.87K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.44K+ 2.03% |
N/A
|
72.4K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
27+ 14.59% |
N/A
|
212
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.14K+ 73.73% |
N/A
|
21.5K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
468+ 105.64% |
N/A
|
911
$0
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-959- 5.46% |
N/A
|
16.6K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.26K+ 2.26% |
N/A
|
193K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
489+ 12.03% |
N/A
|
4.56K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
47.9K+ 12.84% |
N/A
|
421K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
536+ 3.27% |
N/A
|
16.9K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11K+ 19.81% |
N/A
|
66.5K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
52+ 0.74% |
N/A
|
7.08K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.1K+ 4.89% |
N/A
|
861K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36.7K+ 26.53% |
N/A
|
175K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.22K+ 5.11% |
N/A
|
25K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-157- 6.5% |
N/A
|
2.26K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
455+ 6.0% |
N/A
|
8.04K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
120New |
N/A
|
120
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-264- 1.13% |
N/A
|
23K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.82K+ 11.44% |
N/A
|
17.7K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
879+ 14.98% |
N/A
|
6.75K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25.8K- 3.1% |
N/A
|
808K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25KNew |
N/A
|
2.25K
$0
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.97K+ 28.45% |
N/A
|
26.9K
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.49K- 14.69% |
N/A
|
31.9K
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
96K+ 2.64% |
N/A
|
3.73M
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
96.9KNew |
N/A
|
96.9K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
11+ 0.43% |
N/A
|
2.59K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 36.62% |
N/A
|
6.62K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-14.7K- 4.14% |
N/A
|
340K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 15.56% |
N/A
|
401
$0
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
179K+ 39.24% |
N/A
|
634K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-428K- 92.54% |
N/A
|
34.5K
$0
|
|