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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-195- 2.45% |
$8.81K - $9.05K
|
7.77K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.44% |
$226 - $232
|
210
$9.54K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 54.23% |
$53.5K - $55K
|
1K
$45.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.2KNew |
$280K - $288K
|
6.2K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38K- 76.47% |
$1.72M - $1.76M
|
11.7K
$531K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.66KNew |
$210K - $216K
|
4.66K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-65.9K- 33.43% |
$2.98M - $3.06M
|
131K
$5.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.3K+ 23.65% |
$467K - $480K
|
54.1K
$2.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60.8KNew |
$2.75M - $2.82M
|
60.8K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
38.1K+ 26.13% |
$1.72M - $1.77M
|
184K
$8.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.2 - $46.4
|
14K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.03KNew |
$273K - $280K
|
6.03K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.5K+ 13.25% |
$834K - $857K
|
158K
$7.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.1K+ 48.06% |
$3.44M - $3.53M
|
234K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.16K+ 30.04% |
$278K - $286K
|
26.7K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 99.03% |
$50.5K - $51.9K
|
11
$500
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.4KNew |
$199K - $204K
|
4.4K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-708- 13.75% |
$32K - $32.8K
|
4.44K
$202K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6KNew |
$1.91M - $1.94M
|
42.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.41KNew |
$63.2K - $64.1K
|
1.41K
$64K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$58K - $58.9K
|
1.3K
$58.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.79K+ 30.34% |
$215K - $218K
|
20.6K
$934K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.26KNew |
$325K - $330K
|
7.26K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$248K - $252K
|
5.54K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
569New |
$25.5K - $25.9K
|
569
$25.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-480- 99.79% |
$21.5K - $21.8K
|
1
$45.4
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$4.48K - $4.55K
|
100
$4.54K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
449+ 95.13% |
$20.1K - $20.4K
|
921
$41.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$358 - $364
|
8
$363
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.73KNew |
$257K - $261K
|
5.73K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.3K- 74.59% |
$551K - $559K
|
4.19K
$190K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$2.26K - $2.29K
|
50
$2.27K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-110- 15.85% |
$4.97K - $5.05K
|
584
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.69K- 7.2% |
$122K - $124K
|
34.7K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 105.66% |
$657K - $666K
|
28.3K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.26% |
$1.27K - $1.28K
|
10.9K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4KNew |
$472K - $479K
|
10.4K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 1.37% |
$136K - $138K
|
223K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
188KNew |
$8.51M - $8.64M
|
188K
$8.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
53New |
$2.4K - $2.43K
|
53
$2.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.6K- 26.26% |
$797K - $808K
|
49.5K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.2K- 7.95% |
$190K - $192K
|
48.6K
$2.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.66KNew |
$256K - $260K
|
5.66K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
368+ 6.2% |
$16.6K - $16.9K
|
6.3K
$286K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 4.21% |
$9.85K - $10.3K
|
5.56K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
221KNew |
$9.65M - $10.1M
|
221K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
770New |
$33.7K - $35.3K
|
770
$35K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.1KNew |
$1.67M - $1.74M
|
38.1K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-11.7K- 67.37% |
$514K - $538K
|
5.68K
$258K
|
|