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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$271K - $275K
|
5.9K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23.4K+ 21.06% |
$1.08M - $1.09M
|
134K
$6.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.85K- 67.86% |
$85.2K - $86.2K
|
877
$40.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.8KNew |
$405K - $410K
|
8.8K
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30- 0.49% |
$1.38K - $1.4K
|
6.06K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 24.21% |
$982K - $994K
|
110K
$5.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
156KNew |
$7.17M - $7.26M
|
156K
$7.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.42K+ 10.36% |
$295K - $299K
|
68.4K
$3.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-797- 89.25% |
$36.7K - $37.1K
|
96
$4.44K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.7K+ 111.72% |
$950K - $961K
|
39.1K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-260- 2.46% |
$12K - $12.1K
|
10.3K
$477K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
346+ 2.56% |
$15.9K - $16.1K
|
13.9K
$641K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.48K- 3.01% |
$252K - $255K
|
176K
$8.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.7K+ 439.42% |
$1.87M - $1.9M
|
50K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.02K- 1.18% |
$185K - $187K
|
338K
$15.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.9K+ 3.66% |
$870K - $880K
|
536K
$24.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13K+ 12.1% |
$598K - $605K
|
120K
$5.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
116KNew |
$5.32M - $5.38M
|
116K
$5.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.51K+ 87.01% |
$438K - $443K
|
20.4K
$945K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.79K+ 1.64% |
$82.3K - $83.3K
|
111K
$5.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
41K+ 4.93% |
$1.89M - $1.91M
|
873K
$40.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 5.45% |
$1.26M - $1.27M
|
530K
$24.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72.2KNew |
$3.32M - $3.36M
|
72.2K
$3.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
23.3K+ 3.26% |
$1.07M - $1.08M
|
738K
$34.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.64K+ 24.62% |
$75.4K - $76.3K
|
8.3K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.31K+ 4.32% |
$106K - $108K
|
55.8K
$2.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.13K- 9.0% |
$97.8K - $98.9K
|
21.5K
$993K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
68.3K+ 23.0% |
$3.14M - $3.18M
|
366K
$16.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.12K+ 3.26% |
$97.3K - $98.5K
|
67K
$3.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.3K+ 12.91% |
$475K - $480K
|
90.3K
$4.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.98K+ 8.56% |
$229K - $232K
|
63.1K
$2.92M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-7.38K- 42.97% |
$333K - $342K
|
9.79K
$453K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
7.42K+ 46.09% |
$335K - $344K
|
23.5K
$1.09M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.7K+ 1.26% |
$1.11M - $1.14M
|
1.99M
$91.8M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.44K+ 7.68% |
$200K - $206K
|
62.2K
$2.88M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
73.2KNew |
$3.3M - $3.39M
|
73.2K
$3.38M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
809New |
$36.5K - $37.5K
|
809
$37.4K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
5.93KNew |
$268K - $275K
|
5.93K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$1M - $1.03M
|
22.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$46.2K - $47.5K
|
1.03K
$47.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
623New |
$28.1K - $28.9K
|
623
$28.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
19KNew |
$857K - $879K
|
19K
$878K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.33KNew |
$60K - $61.6K
|
1.33K
$61.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
22.5K+ 28.43% |
$1.01M - $1.04M
|
102K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.92K- 5.47% |
$132K - $135K
|
50.5K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.25KNew |
$237K - $243K
|
5.25K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
220+ 0.17% |
$9.93K - $10.2K
|
131K
$6.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.7K+ 32.68% |
$347K - $357K
|
31.3K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-71.8K- 95.58% |
$3.24M - $3.32M
|
3.32K
$153K
|
|