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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
253+ 156.17% |
$11.6K - $11.8K
|
415
$19.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.36K- 2.82% |
$62.5K - $63.3K
|
46.8K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.3K+ 83.31% |
$1.21M - $1.22M
|
57.9K
$2.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4.99KNew |
$229K - $232K
|
4.99K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100+ 10.86% |
$4.6K - $4.66K
|
1.02K
$47.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
185+ 0.63% |
$8.51K - $8.61K
|
29.4K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.34K+ 2.91% |
$61.6K - $62.3K
|
47.3K
$2.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.5KNew |
$2.28M - $2.3M
|
49.5K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.34KNew |
$337K - $341K
|
7.34K
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.34KNew |
$337K - $341K
|
7.34K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
453+ 9.55% |
$20.8K - $21.1K
|
5.2K
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12.4K+ 8.05% |
$569K - $576K
|
166K
$7.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.18K+ 13.79% |
$330K - $334K
|
59.2K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
99.6K+ 4.51% |
$4.58M - $4.63M
|
2.31M
$107M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
176+ 1.69% |
$8.1K - $8.19K
|
10.6K
$490K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.93K+ 35.94% |
$365K - $369K
|
30K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.18K+ 66.97% |
$146K - $148K
|
7.93K
$367K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.4K+ 33.14% |
$1.49M - $1.51M
|
130K
$6.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
50KNew |
$2.3M - $2.33M
|
50K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.58K+ 8.63% |
$119K - $120K
|
32.5K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
197K+ 358.15% |
$9.05M - $9.16M
|
252K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.45K+ 27.49% |
$66.7K - $67.5K
|
6.73K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-2.39K- 18.86% |
$110K - $111K
|
10.3K
$476K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
429+ 95.12% |
$19.7K - $20K
|
880
$40.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-792- 1.69% |
$36.4K - $36.9K
|
46.1K
$2.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-74- 1.3% |
$3.4K - $3.44K
|
5.62K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.53K+ 112.74% |
$439K - $444K
|
18K
$832K
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5.68K+ 8.79% |
$261K - $265K
|
70.4K
$3.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
86.9K+ 25.68% |
$4M - $4.04M
|
425K
$19.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.61MNew |
$212M - $215M
|
4.61M
$213M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
112+ 2.32% |
$5.15K - $5.21K
|
4.95K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
240K+ 1427.45% |
$11.1M - $11.2M
|
257K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.7KNew |
$629K - $637K
|
13.7K
$632K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.6KNew |
$1.5M - $1.52M
|
32.6K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.01K- 55.69% |
$368K - $373K
|
6.37K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
19.9K+ 18.25% |
$914K - $925K
|
129K
$5.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.7K+ 4.24% |
$170K - $172K
|
91K
$4.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
13K+ 9.41% |
$598K - $605K
|
151K
$6.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
73K+ 165.95% |
$3.36M - $3.4M
|
117K
$5.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147K+ 13.95% |
$6.77M - $6.85M
|
1.2M
$55.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
4.33K+ 8.77% |
$199K - $202K
|
53.7K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
17+ 0.27% |
$782 - $791
|
6.34K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-8.47K- 7.8% |
$390K - $394K
|
100K
$4.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.37K+ 28.43% |
$62.8K - $63.5K
|
6.17K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.78K+ 13.1% |
$81.7K - $82.7K
|
15.3K
$709K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.84K+ 5.86% |
$131K - $132K
|
51.3K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.1K+ 22.47% |
$1.25M - $1.26M
|
148K
$6.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.04K+ 0.67% |
$140K - $141K
|
456K
$21.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
665+ 3.02% |
$30.6K - $31K
|
22.7K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.45K+ 43.14% |
$297K - $300K
|
21.4K
$989K
|
|