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 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
309K+ 377.87% |
$14.3M - $14.4M
|
391K
$18.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
86KNew |
$3.97M - $4M
|
86K
$3.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
62.2K+ 60.73% |
$2.87M - $2.89M
|
165K
$7.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.5K+ 14.55% |
$1.68M - $1.7M
|
287K
$13.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3KNew |
$1.12M - $1.13M
|
24.3K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11K+ 18.42% |
$506K - $509K
|
70.5K
$3.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
7.03K+ 18.5% |
$325K - $327K
|
45K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.86K+ 2.09% |
$317K - $319K
|
335K
$15.5M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.8K+ 10.84% |
$268K - $270K
|
59.3K
$2.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.41K+ 12.14% |
$204K - $205K
|
40.7K
$1.88M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.95K+ 12.28% |
$136K - $137K
|
27K
$1.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.1K+ 34.43% |
$97K - $97.6K
|
8.2K
$379K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.88K+ 17.25% |
$86.7K - $87.3K
|
12.8K
$590K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.78K+ 39.42% |
$82.2K - $82.8K
|
6.3K
$291K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.11K+ 5.56% |
$51.1K - $51.4K
|
21K
$971K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
766New |
$35.4K - $35.6K
|
766
$35.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
33+ 0.66% |
$1.52K - $1.53K
|
5.01K
$232K
|
|
| Q3 2025 | |||||||
|
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
|
|