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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.47K+ 1.01% |
$112K - $114K
|
247K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22.5KNew |
$1.02M - $1.04M
|
22.5K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 101.16% |
$557K - $566K
|
24.3K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.57K+ 8.83% |
$436K - $443K
|
118K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.3KNew |
$652K - $662K
|
14.3K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 11.78% |
$572K - $580K
|
119K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.23K+ 14.03% |
$102K - $103K
|
18.1K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24+ 0.47% |
$1.09K - $1.11K
|
5.16K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.5K- 13.74% |
$615K - $624K
|
84.7K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3K+ 44.78% |
$137K - $139K
|
9.7K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.9K+ 1.44% |
$3.23M - $3.28M
|
5M
$227M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.74K+ 7.55% |
$307K - $312K
|
96.1K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-960- 4.17% |
$43.8K - $44.4K
|
22.1K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51K+ 34.59% |
$206K - $209K
|
17.6K
$797K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
66.1KNew |
$3.01M - $3.06M
|
66.1K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$45.6 - $46.3
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
126K+ 57.07% |
$5.76M - $5.84M
|
348K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.3K+ 10.82% |
$1.43M - $1.45M
|
320K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.94K- 6.61% |
$134K - $136K
|
41.5K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.15K- 7.62% |
$52.6K - $53.3K
|
14K
$635K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.1K+ 388.44% |
$2.01M - $2.04M
|
55.5K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.71K+ 3.11% |
$124K - $126K
|
89.9K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.78K+ 7.61% |
$446K - $453K
|
138K
$6.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 122.5% |
$878K - $891K
|
35K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.09KNew |
$232K - $235K
|
5.09K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.5K+ 3.15% |
$890K - $903K
|
640K
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
8.68K+ 102.89% |
$396K - $401K
|
17.1K
$777K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
174+ 0.33% |
$7.93K - $8.05K
|
53.1K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.89KNew |
$178K - $180K
|
3.89K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20.6KNew |
$941K - $954K
|
20.6K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.36K- 9.09% |
$153K - $155K
|
33.6K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-602- 3.71% |
$27.4K - $27.8K
|
15.6K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 25.17% |
$72.5K - $73.5K
|
4.73K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.75K+ 16.76% |
$308K - $312K
|
47K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.22K+ 2.75% |
$55.6K - $56.4K
|
45.5K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
774+ 4.14% |
$35.3K - $35.8K
|
19.5K
$885K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45K+ 81.04% |
$2.05M - $2.08M
|
100K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.5KNew |
$524K - $531K
|
11.5K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 9.02% |
$804K - $816K
|
213K
$9.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-151- 1.46% |
$6.88K - $6.98K
|
10.2K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.55K+ 70.37% |
$162K - $164K
|
8.58K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-143- 1.08% |
$6.52K - $6.61K
|
13.1K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
144K+ 8.82% |
$6.58M - $6.68M
|
1.78M
$80.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
248+ 1.99% |
$11.3K - $11.5K
|
12.7K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-191- 12.91% |
$8.71K - $8.83K
|
1.29K
$58.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.14K- 41.74% |
$235K - $238K
|
7.18K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
13.4K+ 39.01% |
$610K - $619K
|
47.7K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.93K+ 19.08% |
$88K - $89.3K
|
12K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26.1KNew |
$1.19M - $1.21M
|
26.1K
$1.19M
|