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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.52K+ 4.61% |
N/A
|
57.2K
$0
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
14.4K+ 16.34% |
N/A
|
102K
$0
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
323K+ 33.73% |
N/A
|
1.28M
$0
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
23.5K+ 36.53% |
N/A
|
87.8K
$0
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.02K+ 13.8% |
N/A
|
24.9K
$0
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-285- 84.32% |
N/A
|
53
$0
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-640- 11.13% |
N/A
|
5.11K
$0
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63.7K+ 25.42% |
N/A
|
314K
$0
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$0
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.07K+ 137.55% |
N/A
|
8.76K
$0
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
568New |
N/A
|
568
$0
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.31K+ 85.86% |
N/A
|
7.16K
$0
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.29K+ 2.71% |
N/A
|
352K
$0
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.09K+ 4.07% |
N/A
|
53.4K
$0
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 0.27% |
N/A
|
5.47K
$0
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.34K+ 11.87% |
N/A
|
40.9K
$0
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-13.9K- 6.64% |
N/A
|
196K
$0
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.33K- 9.57% |
N/A
|
50.4K
$0
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5K+ 161.27% |
N/A
|
8.09K
$0
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
51.1K+ 18.68% |
N/A
|
325K
$0
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.9K+ 7.98% |
N/A
|
39.2K
$0
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
411K+ 337.99% |
N/A
|
533K
$0
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-2.96K- 1.62% |
N/A
|
179K
$0
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
955+ 23.03% |
N/A
|
5.1K
$0
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.99K+ 556.15% |
N/A
|
2.35K
$0
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.13K+ 18.29% |
N/A
|
13.8K
$0
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.38K+ 6.93% |
N/A
|
21.2K
$0
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
95New |
N/A
|
95
$0
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 1.14% |
N/A
|
170K
$0
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.65K+ 49.16% |
N/A
|
8.04K
$0
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
264K+ 189.69% |
N/A
|
403K
$0
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
538+ 14.31% |
N/A
|
4.3K
$0
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.08K+ 30.54% |
N/A
|
21.7K
$0
|
|
Q4 2024 | |||||||
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
N/A
|
3.58K
$0
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
576New |
N/A
|
576
$0
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.36K- 8.51% |
N/A
|
14.6K
$0
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.53K+ 91.53% |
N/A
|
7.39K
$0
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.7K+ 10.16% |
N/A
|
159K
$0
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-161- 1.48% |
N/A
|
10.7K
$0
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.4KNew |
N/A
|
23.4K
$0
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
22.5K+ 91.65% |
N/A
|
47K
$0
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$0
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-73.9K- 10.73% |
N/A
|
615K
$0
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
174K+ 143.89% |
N/A
|
294K
$0
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.86K+ 44.19% |
N/A
|
9.35K
$0
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.4K+ 66.9% |
N/A
|
38.3K
$0
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.8K+ 4.52% |
N/A
|
1.06M
$0
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 16.01% |
N/A
|
88.5K
$0
|