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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 9.11% |
$938K - $944K
|
243K
$11.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10.3K+ 69.18% |
$474K - $477K
|
25.1K
$1.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.11K+ 43.84% |
$236K - $238K
|
16.8K
$776K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.81KNew |
$268K - $270K
|
5.81K
$269K
|
|
|
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 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.96K+ 86.78% |
$367K - $370K
|
17.1K
$792K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-221- 2.62% |
$10.2K - $10.3K
|
8.22K
$380K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.8K+ 3.65% |
$867K - $872K
|
533K
$24.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16.8K+ 26.71% |
$778K - $783K
|
79.9K
$3.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 3.79% |
$929K - $934K
|
550K
$25.4M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
5.67K+ 18.08% |
$262K - $263K
|
37K
$1.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.85% |
$139 - $139
|
165
$7.63K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
792+ 12.84% |
$36.6K - $36.8K
|
6.96K
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.82K+ 8.63% |
$223K - $224K
|
60.7K
$2.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
220+ 3.27% |
$10.2K - $10.2K
|
6.95K
$321K
|
|
|
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 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.28K+ 0.47% |
$59.2K - $59.6K
|
273K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.24K- 1.23% |
$103K - $104K
|
180K
$8.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30K- 96.73% |
$1.38M - $1.39M
|
1.01K
$46.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.66K+ 17.54% |
$169K - $170K
|
24.6K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
64.5K+ 7.39% |
$2.98M - $3M
|
937K
$43.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-49K- 19.68% |
$2.26M - $2.28M
|
200K
$9.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-779- 0.14% |
$36K - $36.2K
|
554K
$25.6M
|
|
|
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
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-58- 0.44% |
$2.68K - $2.7K
|
13.1K
$604K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.8K+ 12.55% |
$635K - $639K
|
123K
$5.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-730- 0.72% |
$33.7K - $33.9K
|
100K
$4.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1K+ 11.8% |
$46.2K - $46.5K
|
9.47K
$438K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.1K+ 4.34% |
$835K - $841K
|
435K
$20.1M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.95K+ 12.28% |
$136K - $137K
|
27K
$1.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.78K+ 39.42% |
$82.2K - $82.8K
|
6.3K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.94K- 20.1% |
$136K - $137K
|
11.7K
$541K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.5K+ 14.55% |
$1.68M - $1.7M
|
287K
$13.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-598- 10.46% |
$27.6K - $27.8K
|
5.12K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
309K+ 377.87% |
$14.3M - $14.4M
|
391K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.41K+ 12.14% |
$204K - $205K
|
40.7K
$1.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11K+ 18.42% |
$506K - $509K
|
70.5K
$3.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
7.03K+ 18.5% |
$325K - $327K
|
45K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
62.2K+ 60.73% |
$2.87M - $2.89M
|
165K
$7.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
448KNew |
$20.7M - $20.8M
|
448K
$20.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.71K- 24.72% |
$310K - $312K
|
20.4K
$945K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
33+ 0.66% |
$1.52K - $1.53K
|
5.01K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.86K+ 2.09% |
$317K - $319K
|
335K
$15.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.1K+ 34.43% |
$97K - $97.6K
|
8.2K
$379K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.8K+ 10.84% |
$268K - $270K
|
59.3K
$2.74M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-23- 0.47% |
$1.06K - $1.07K
|
4.83K
$223K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
766New |
$35.4K - $35.6K
|
766
$35.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.88K+ 17.25% |
$86.7K - $87.3K
|
12.8K
$590K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
86KNew |
$3.97M - $4M
|
86K
$3.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3KNew |
$1.12M - $1.13M
|
24.3K
$1.13M
|
|