Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JPIE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPIE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.61MNew |
$212M - $215M
|
4.61M
$213M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 46.61% |
$109M - $110M
|
7.43M
$343M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59M+ 161.52% |
$73.2M - $74.1M
|
2.58M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.59M+ 41.8% |
$73.2M - $74M
|
5.4M
$249M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
839K+ 52.49% |
$38.6M - $39.1M
|
2.44M
$113M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
388K+ 105.41% |
$17.8M - $18.1M
|
756K
$34.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
349K+ 19.85% |
$16M - $16.2M
|
2.11M
$97.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
328K+ 10.22% |
$15.1M - $15.3M
|
3.54M
$164M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
319KNew |
$14.7M - $14.8M
|
319K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
271K+ 4511.79% |
$12.4M - $12.6M
|
277K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250K+ 236.02% |
$11.5M - $11.6M
|
356K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
240K+ 1427.45% |
$11.1M - $11.2M
|
257K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
197K+ 358.15% |
$9.05M - $9.16M
|
252K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
190K+ 424.86% |
$8.75M - $8.85M
|
235K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
189K+ 117.99% |
$8.71M - $8.82M
|
350K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173K+ 24.39% |
$7.98M - $8.07M
|
884K
$40.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
162K+ 41.06% |
$7.44M - $7.52M
|
555K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156KNew |
$7.19M - $7.27M
|
156K
$7.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
156KNew |
$7.17M - $7.26M
|
156K
$7.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
155K+ 121.32% |
$7.11M - $7.2M
|
282K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 1237.27% |
$6.78M - $6.86M
|
159K
$7.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147K+ 13.95% |
$6.77M - $6.85M
|
1.2M
$55.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
135K+ 20.56% |
$6.21M - $6.28M
|
791K
$36.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
123KNew |
$5.67M - $5.74M
|
123K
$5.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
116KNew |
$5.32M - $5.38M
|
116K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
115K+ 27.89% |
$5.31M - $5.38M
|
529K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100K+ 821.37% |
$4.61M - $4.66M
|
112K
$5.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
99.6K+ 4.51% |
$4.58M - $4.63M
|
2.31M
$107M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97.3K+ 161.28% |
$4.48M - $4.53M
|
158K
$7.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95K+ 9.27% |
$4.37M - $4.42M
|
1.12M
$51.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.11% |
$4.28M - $4.33M
|
1.92M
$88.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.5K+ 22.06% |
$4.12M - $4.17M
|
495K
$22.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88K+ 111.43% |
$4.05M - $4.09M
|
167K
$7.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
86.9K+ 75.59% |
$4M - $4.05M
|
202K
$9.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
86.9K+ 25.68% |
$4M - $4.04M
|
425K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86.4KNew |
$3.97M - $4.02M
|
86.4K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
81.4KNew |
$3.74M - $3.79M
|
81.4K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
76.9K+ 260.76% |
$3.54M - $3.58M
|
106K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
74.9K+ 21.93% |
$3.45M - $3.49M
|
417K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.5K+ 49.64% |
$3.43M - $3.47M
|
224K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
73K+ 165.95% |
$3.36M - $3.4M
|
117K
$5.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72.2KNew |
$3.32M - $3.36M
|
72.2K
$3.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71.9KNew |
$3.31M - $3.35M
|
71.9K
$3.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
68.3K+ 23.0% |
$3.14M - $3.18M
|
366K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66.4K+ 136.52% |
$3.05M - $3.09M
|
115K
$5.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66K+ 30.03% |
$3.04M - $3.07M
|
286K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.1K+ 14.43% |
$2.91M - $2.94M
|
501K
$23.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.2K+ 24.7% |
$2.77M - $2.8M
|
304K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 113.7% |
$2.69M - $2.72M
|
110K
$5.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56.4K+ 292.27% |
$2.59M - $2.62M
|
75.7K
$3.5M
|
|