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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$22.2K - $22.6K
|
488
$22.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456KNew |
$20.8M - $21.1M
|
456K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.9K- 3.54% |
$906K - $919K
|
541K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
6.63K+ 3.89% |
$302K - $307K
|
177K
$8.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
96+ 12.45% |
$4.38K - $4.44K
|
867
$39.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.43KNew |
$202K - $205K
|
4.43K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.67K+ 2.99% |
$258K - $262K
|
195K
$8.88M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.62KNew |
$347K - $353K
|
7.62K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.14K - $1.16K
|
25
$1.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$1.68M - $1.71M
|
36.9K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
81.2KNew |
$3.7M - $3.76M
|
81.2K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.76K+ 17.35% |
$80.4K - $81.6K
|
11.9K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 36.52% |
$223K - $226K
|
18.3K
$831K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.6K+ 1.85% |
$255K - $259K
|
308K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
311KNew |
$14.2M - $14.4M
|
311K
$14.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
32.7K+ 22.29% |
$1.49M - $1.51M
|
180K
$8.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.93% |
$75.5K - $76.6K
|
58.2K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16.4KNew |
$747K - $758K
|
16.4K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
519+ 9.91% |
$23.7K - $24K
|
5.76K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.07K+ 1.27% |
$140K - $142K
|
245K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
126+ 0.9% |
$5.74K - $5.83K
|
14.1K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.17K+ 2.41% |
$53.5K - $54.3K
|
49.9K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.76K+ 6.69% |
$80.3K - $81.5K
|
28.1K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-227- 0.58% |
$10.3K - $10.5K
|
39.1K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
18.7KNew |
$852K - $865K
|
18.7K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-20.7K- 63.72% |
$944K - $958K
|
11.8K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41KNew |
$1.87M - $1.9M
|
41K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
60K+ 90.84% |
$2.73M - $2.77M
|
126K
$5.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12.1K+ 8.02% |
$552K - $560K
|
163K
$7.41M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.4K+ 353.45% |
$1.02M - $1.04M
|
28.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 172.08% |
$4.83M - $4.9M
|
167K
$7.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
890+ 17.61% |
$40.6K - $41.2K
|
5.95K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36K+ 17.0% |
$1.64M - $1.66M
|
248K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-49.9K- 45.0% |
$2.27M - $2.31M
|
61K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5.83K+ 4.12% |
$266K - $270K
|
148K
$6.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210New |
$9.57K - $9.71K
|
210
$9.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.28K- 9.27% |
$332K - $337K
|
71.3K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
598+ 6.37% |
$27.3K - $27.7K
|
9.98K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 22.22% |
$68.4K - $69.4K
|
8.25K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
688+ 0.48% |
$31.4K - $31.8K
|
144K
$6.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
75+ 1.46% |
$3.42K - $3.47K
|
5.23K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
22.5K+ 36.01% |
$1.03M - $1.04M
|
85.1K
$3.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.93K+ 19.85% |
$316K - $321K
|
41.8K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
693+ 5.66% |
$31.6K - $32.1K
|
12.9K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
764New |
$34.8K - $35.3K
|
764
$34.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28.8K+ 14.89% |
$1.31M - $1.33M
|
222K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37KNew |
$1.68M - $1.71M
|
37K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
27.7KNew |
$1.26M - $1.28M
|
27.7K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 1.09% |
$410 - $416
|
813
$36.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
6.55KNew |
$298K - $303K
|
6.55K
$297K
|