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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
448KNew |
$20.7M - $20.8M
|
448K
$20.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
440K+ 2446.61% |
$20.3M - $20.5M
|
458K
$21.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
416KNew |
$19.2M - $19.3M
|
416K
$19.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
339K+ 1655.92% |
$15.6M - $15.7M
|
359K
$16.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
312KNew |
$14.4M - $14.5M
|
312K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
309K+ 377.87% |
$14.3M - $14.4M
|
391K
$18.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
159K+ 2878.12% |
$7.36M - $7.41M
|
165K
$7.63M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
155K+ 43.48% |
$7.14M - $7.19M
|
510K
$23.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
113K+ 21.02% |
$5.2M - $5.24M
|
649K
$30M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
95.6K+ 22.49% |
$4.42M - $4.44M
|
521K
$24.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
95.2K+ 26.05% |
$4.4M - $4.43M
|
461K
$21.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
87.2K+ 55.3% |
$4.03M - $4.05M
|
245K
$11.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
86.8KNew |
$4.01M - $4.04M
|
86.8K
$4.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
86KNew |
$3.97M - $4M
|
86K
$3.98M
|
|
|
Jan 30, 2026
Q4 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82.8K+ 10.46% |
$3.82M - $3.85M
|
874K
$40.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
69.9K+ 141.32% |
$3.23M - $3.25M
|
119K
$5.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
64.5K+ 7.39% |
$2.98M - $3M
|
937K
$43.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
62.2K+ 60.73% |
$2.87M - $2.89M
|
165K
$7.61M
|
|
|
Jan 27, 2026
Q4 2025
|
Emissary Wealth LLC
Hackensack, NJ |
BUY
|
- |
57.6KNew |
$2.66M - $2.68M
|
57.6K
$2.66M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
43KNew |
$1.99M - $2M
|
43K
$1.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
41.9K+ 27.74% |
$1.94M - $1.95M
|
193K
$8.93M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
37.1K+ 305.17% |
$1.71M - $1.72M
|
49.2K
$2.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.5K+ 14.55% |
$1.68M - $1.7M
|
287K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
36.2K+ 7.62% |
$1.67M - $1.68M
|
511K
$23.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.5K+ 26.42% |
$1.64M - $1.65M
|
170K
$7.86M
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
35.3K+ 5.91% |
$1.63M - $1.64M
|
633K
$29.3M
|
|
|
Jan 30, 2026
Q4 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
35K+ 162.25% |
$1.62M - $1.63M
|
56.6K
$2.62M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.5K+ 11.02% |
$1.55M - $1.56M
|
338K
$15.6M
|
|
|
Jan 28, 2026
Q4 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
33.2K+ 20.6% |
$1.53M - $1.54M
|
194K
$8.97M
|
|
|
Jan 29, 2026
Q4 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
29.5K+ 25.26% |
$1.36M - $1.37M
|
146K
$6.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
29.3K+ 27.51% |
$1.35M - $1.36M
|
136K
$6.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3KNew |
$1.12M - $1.13M
|
24.3K
$1.13M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$1.09M - $1.1M
|
23.6K
$1.09M
|
|
|
Jan 30, 2026
Q4 2025
|
Reicon Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
23.5KNew |
$1.08M - $1.09M
|
23.5K
$1.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
22.3K+ 12.44% |
$1.03M - $1.03M
|
201K
$9.31M
|
|
|
Jan 27, 2026
Q4 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
21.8K+ 4.39% |
$1.01M - $1.01M
|
520K
$24M
|
|
|
Jan 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
21.3K+ 2.88% |
$982K - $988K
|
760K
$35.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 9.11% |
$938K - $944K
|
243K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 3.79% |
$929K - $934K
|
550K
$25.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
19.2K+ 4.43% |
$887K - $893K
|
453K
$20.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.8K+ 3.65% |
$867K - $872K
|
533K
$24.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.1K+ 4.34% |
$835K - $841K
|
435K
$20.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16.8K+ 26.71% |
$778K - $783K
|
79.9K
$3.69M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
14.1K+ 56.98% |
$651K - $655K
|
38.8K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.9K+ 13.77% |
$641K - $645K
|
115K
$5.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.8K+ 12.55% |
$635K - $639K
|
123K
$5.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11.6K+ 10.07% |
$535K - $538K
|
127K
$5.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11K+ 18.42% |
$506K - $509K
|
70.5K
$3.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.6K+ 3.7% |
$488K - $491K
|
296K
$13.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 9.84% |
$483K - $486K
|
117K
$5.4M
|
|