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 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.1K+ 4.34% |
$835K - $841K
|
435K
$20.1M
|
|
|
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
|
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 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.95K+ 12.28% |
$136K - $137K
|
27K
$1.25M
|
|
|
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 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 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
|
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 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
766New |
$35.4K - $35.6K
|
766
$35.4K
|
|
|
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
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.1K+ 34.43% |
$97K - $97.6K
|
8.2K
$379K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-5.23K- 50.98% |
$241K - $243K
|
5.03K
$232K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3KNew |
$1.12M - $1.13M
|
24.3K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
86KNew |
$3.97M - $4M
|
86K
$3.98M
|
|
|
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
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.11K+ 5.56% |
$51.1K - $51.4K
|
21K
$971K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.67K+ 47.88% |
$307K - $311K
|
20.6K
$953K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
308+ 0.63% |
$14.2K - $14.3K
|
49.3K
$2.28M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.44KNew |
$112K - $114K
|
2.44K
$113K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.6K+ 37.74% |
$212K - $214K
|
16.8K
$776K
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 61.59% |
$198K - $201K
|
11.3K
$523K
|
|
|
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
|
|