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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.57K+ 39.75% |
$299K - $303K
|
23.1K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
248+ 435.09% |
$11.3K - $11.5K
|
305
$13.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
60.2KNew |
$2.74M - $2.78M
|
60.2K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30.1K+ 3.79% |
$1.37M - $1.39M
|
825K
$37.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 29.46% |
$11.8M - $12M
|
1.14M
$51.8M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.69KNew |
$304K - $309K
|
6.69K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.4K+ 41.0% |
$2.75M - $2.79M
|
208K
$9.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
98.3KNew |
$4.47M - $4.54M
|
98.3K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
59.8KNew |
$2.72M - $2.76M
|
59.8K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 4.79% |
$667K - $677K
|
321K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.8K+ 17.05% |
$718K - $729K
|
108K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15K- 3.43% |
$681K - $691K
|
422K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 2.04% |
$343K - $349K
|
378K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 69.06% |
$375K - $381K
|
20.2K
$917K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.02K- 15.63% |
$46.2K - $47K
|
5.49K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.52K- 2.26% |
$251K - $255K
|
238K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-109- 1.93% |
$4.96K - $5.03K
|
5.53K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.13K- 1.42% |
$51.2K - $52K
|
78.1K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
652+ 7.71% |
$29.6K - $30.1K
|
9.11K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-719- 10.03% |
$32.7K - $33.2K
|
6.45K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.1K+ 23.06% |
$503K - $511K
|
59K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
57.4K+ 36.4% |
$2.61M - $2.65M
|
215K
$9.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
535+ 245.41% |
$24.3K - $24.7K
|
753
$34.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 12.44% |
$85.7K - $87.1K
|
13.3K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
75.3K+ 33.04% |
$3.42M - $3.48M
|
303K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$751K - $763K
|
16.5K
$750K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.54K+ 5.55% |
$69.8K - $70.9K
|
29.2K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
223K+ 106.91% |
$10.1M - $10.3M
|
431K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.82K+ 2.28% |
$310K - $315K
|
306K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
235+ 4.07% |
$10.7K - $10.9K
|
6.02K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
66+ 1.09% |
$3K - $3.05K
|
6.1K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-72Closed |
$3.27K - $3.32K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.86K- 2.97% |
$266K - $271K
|
191K
$8.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
979+ 22.31% |
$44.5K - $45.2K
|
5.37K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
779+ 15.86% |
$35.4K - $36K
|
5.69K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78.6K- 86.49% |
$3.57M - $3.63M
|
12.3K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-20.6K- 2.48% |
$939K - $953K
|
812K
$36.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
14.1K+ 3.05% |
$641K - $651K
|
476K
$21.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.89K- 11.69% |
$222K - $226K
|
36.9K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678+ 1.44% |
$30.8K - $31.3K
|
47.6K
$2.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-282- 4.08% |
$12.8K - $13K
|
6.64K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.9K- 29.8% |
$86.4K - $87.7K
|
4.48K
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
841+ 15.51% |
$38.2K - $38.8K
|
6.26K
$284K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.66K+ 3.72% |
$75.3K - $76.5K
|
46.2K
$2.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.83K+ 16.14% |
$220K - $223K
|
34.8K
$1.58M
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
5.14KNew |
$234K - $237K
|
5.14K
$233K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10.7KNew |
$488K - $495K
|
10.7K
$486K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
79.1KNew |
$3.61M - $3.66M
|
79.1K
$3.59M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-61- 0.35% |
$2.78K - $2.82K
|
17.3K
$787K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
398K+ 425.56% |
$18.2M - $18.4M
|
492K
$22.3M
|
|