Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JPIE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPIE) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.6K+ 37.74% |
$212K - $214K
|
16.8K
$776K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.44KNew |
$112K - $114K
|
2.44K
$113K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.87K- 6.96% |
$316K - $320K
|
91.8K
$4.25M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47+ 33.33% |
$2.16K - $2.19K
|
188
$8.69K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 7.29% |
$333K - $337K
|
106K
$4.92M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.06K+ 16.76% |
$94.6K - $95.8K
|
14.3K
$663K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.08K+ 290.73% |
$188K - $190K
|
5.48K
$253K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.38K+ 1.6% |
$63.5K - $64.3K
|
87.9K
$4.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.04KNew |
$232K - $234K
|
5.04K
$233K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
27.2KNew |
$1.25M - $1.26M
|
27.2K
$1.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33.1K+ 9.97% |
$1.52M - $1.54M
|
365K
$16.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-34- 4.89% |
$1.56K - $1.58K
|
661
$30.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$525K - $532K
|
11.4K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.49K+ 26.49% |
$252K - $255K
|
26.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
349K+ 19.85% |
$16M - $16.2M
|
2.11M
$97.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.61KNew |
$396K - $401K
|
8.61K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 1237.27% |
$6.78M - $6.86M
|
159K
$7.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 0.75% |
$743K - $752K
|
2.18M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.59M+ 41.8% |
$73.2M - $74M
|
5.4M
$249M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 61.59% |
$198K - $201K
|
11.3K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
81.4KNew |
$3.74M - $3.79M
|
81.4K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.4K- 21.51% |
$802K - $811K
|
63.6K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.19K+ 35.75% |
$377K - $381K
|
31.1K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.1K+ 186.5% |
$1.43M - $1.45M
|
47.7K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.33KNew |
$245K - $248K
|
5.33K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-44- 0.26% |
$2.02K - $2.05K
|
16.8K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
9.86KNew |
$453K - $459K
|
9.86K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
190K+ 424.86% |
$8.75M - $8.85M
|
235K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.11% |
$4.28M - $4.33M
|
1.92M
$88.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.4K- 19.54% |
$1.49M - $1.51M
|
133K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.23K+ 32.49% |
$241K - $243K
|
21.3K
$986K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47.1K+ 15.19% |
$2.17M - $2.19M
|
357K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
712New |
$32.8K - $33.1K
|
712
$32.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
6.75K+ 7.13% |
$310K - $314K
|
101K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173K+ 24.39% |
$7.98M - $8.07M
|
884K
$40.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.36K+ 0.95% |
$62.5K - $63.3K
|
145K
$6.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
7.38K+ 75.36% |
$339K - $343K
|
17.2K
$794K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.5K+ 49.64% |
$3.43M - $3.47M
|
224K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
9.04K+ 3.45% |
$416K - $421K
|
271K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
7.53KNew |
$346K - $350K
|
7.53K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.1KNew |
$281K - $284K
|
6.1K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100K+ 821.37% |
$4.61M - $4.66M
|
112K
$5.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
882+ 17.64% |
$40.6K - $41.1K
|
5.88K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.5K+ 22.06% |
$4.12M - $4.17M
|
495K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.67K- 94.91% |
$261K - $264K
|
304
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156KNew |
$7.19M - $7.27M
|
156K
$7.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 24.1% |
$572K - $579K
|
64K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
271K+ 4511.79% |
$12.4M - $12.6M
|
277K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
8.43K+ 27.68% |
$388K - $392K
|
38.9K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.12K- 7.27% |
$420K - $424K
|
116K
$5.38M
|
|