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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
52.4K+ 178.51% |
$2.41M - $2.44M
|
81.7K
$3.78M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
50.9K+ 5.98% |
$2.34M - $2.37M
|
902K
$41.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
50KNew |
$2.3M - $2.33M
|
50K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.5KNew |
$2.28M - $2.3M
|
49.5K
$2.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
49.3K+ 4.95% |
$2.27M - $2.29M
|
1.05M
$48.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48K+ 27.42% |
$2.21M - $2.23M
|
223K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47.1K+ 15.19% |
$2.17M - $2.19M
|
357K
$16.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
46.2KNew |
$2.12M - $2.15M
|
46.2K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 14.86% |
$2.02M - $2.04M
|
339K
$15.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.6K+ 20.48% |
$1.96M - $1.98M
|
251K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
41.8KNew |
$1.92M - $1.95M
|
41.8K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
41K+ 4.93% |
$1.89M - $1.91M
|
873K
$40.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.7K+ 439.42% |
$1.87M - $1.9M
|
50K
$2.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
36.4K+ 157.64% |
$1.68M - $1.7M
|
59.5K
$2.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
35.1K+ 6.24% |
$1.62M - $1.63M
|
598K
$27.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
33.9K+ 49.48% |
$1.56M - $1.58M
|
102K
$4.74M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33.1K+ 9.97% |
$1.52M - $1.54M
|
365K
$16.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
32.7K+ 8.16% |
$1.51M - $1.52M
|
434K
$20.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.6KNew |
$1.5M - $1.52M
|
32.6K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.4K+ 33.14% |
$1.49M - $1.51M
|
130K
$6.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.1K+ 6.45% |
$1.43M - $1.45M
|
514K
$23.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.1K+ 186.5% |
$1.43M - $1.45M
|
47.7K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28.5K+ 142.74% |
$1.31M - $1.33M
|
48.5K
$2.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 5.45% |
$1.26M - $1.27M
|
530K
$24.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
27.2KNew |
$1.25M - $1.26M
|
27.2K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
27.1K+ 22.47% |
$1.25M - $1.26M
|
148K
$6.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.3K+ 83.31% |
$1.21M - $1.22M
|
57.9K
$2.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
24.1K+ 5.1% |
$1.11M - $1.12M
|
498K
$23M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
23.4K+ 21.06% |
$1.08M - $1.09M
|
134K
$6.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23.4K+ 140.99% |
$1.07M - $1.09M
|
39.9K
$1.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
23.3K+ 3.26% |
$1.07M - $1.08M
|
738K
$34.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
22.9K+ 18.17% |
$1.05M - $1.07M
|
149K
$6.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
21.6KNew |
$993K - $1M
|
21.6K
$998K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 24.21% |
$982K - $994K
|
110K
$5.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.1K+ 5.54% |
$970K - $982K
|
401K
$18.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.8K+ 42.28% |
$955K - $966K
|
69.8K
$3.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.7K+ 111.72% |
$950K - $961K
|
39.1K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
20.3K+ 4.46% |
$934K - $945K
|
475K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20.1K+ 67.7% |
$924K - $935K
|
49.7K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
20K+ 156.6% |
$920K - $931K
|
32.8K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
19.9K+ 18.25% |
$914K - $925K
|
129K
$5.95M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
19.3K+ 13.66% |
$890K - $900K
|
161K
$7.44M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19K+ 3.71% |
$875K - $885K
|
531K
$24.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.9K+ 3.66% |
$870K - $880K
|
536K
$24.8M
|
|