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 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23.9K+ 25.11% |
$1.09M - $1.11M
|
119K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
23.2K+ 61.36% |
$1.06M - $1.07M
|
61K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
22.6KNew |
$1.03M - $1.05M
|
22.6K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
22.5K+ 36.01% |
$1.03M - $1.04M
|
85.1K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22.5KNew |
$1.02M - $1.04M
|
22.5K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.4K+ 353.45% |
$1.02M - $1.04M
|
28.8K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.2K+ 7.82% |
$1.01M - $1.03M
|
306K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 5.94% |
$947K - $961K
|
370K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20.6KNew |
$941K - $954K
|
20.6K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
20K+ 19.02% |
$910K - $923K
|
125K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
19.9K+ 256.38% |
$907K - $920K
|
27.6K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.5K+ 3.15% |
$890K - $903K
|
640K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 122.5% |
$878K - $891K
|
35K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
18.7KNew |
$852K - $865K
|
18.7K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 4.31% |
$824K - $835K
|
437K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 9.02% |
$804K - $816K
|
213K
$9.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16.9K+ 75.55% |
$768K - $779K
|
39.2K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.5KNew |
$754K - $764K
|
16.5K
$760K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16.4KNew |
$747K - $758K
|
16.4K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.3K+ 25.93% |
$744K - $754K
|
79.2K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
16K+ 4.25% |
$730K - $741K
|
392K
$18M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$695K - $705K
|
15.3K
$701K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.9K+ 5.23% |
$678K - $688K
|
299K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.5K+ 7.77% |
$662K - $672K
|
201K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
14.3K+ 53.43% |
$654K - $663K
|
41.2K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.3KNew |
$652K - $662K
|
14.3K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
13.4K+ 39.01% |
$610K - $619K
|
47.7K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.4KNew |
$610K - $619K
|
13.4K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.5KNew |
$572K - $580K
|
12.5K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 11.78% |
$572K - $580K
|
119K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 101.16% |
$557K - $566K
|
24.3K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12.1K+ 8.02% |
$552K - $560K
|
163K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.1K+ 26.94% |
$551K - $559K
|
57K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12.1K+ 258.18% |
$550K - $558K
|
16.7K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.9KNew |
$545K - $553K
|
11.9K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.5KNew |
$524K - $531K
|
11.5K
$528K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 5.63% |
$506K - $513K
|
208K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.1KNew |
$505K - $512K
|
11.1K
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.5K+ 36.01% |
$478K - $485K
|
39.6K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.3KNew |
$470K - $476K
|
10.3K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.78K+ 7.61% |
$446K - $453K
|
138K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.57K+ 8.83% |
$436K - $443K
|
118K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.04K+ 14.96% |
$412K - $418K
|
69.5K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
8.68K+ 102.89% |
$396K - $401K
|
17.1K
$787K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.68K+ 22.49% |
$350K - $355K
|
41.8K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.62KNew |
$347K - $353K
|
7.62K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.93K+ 19.85% |
$316K - $321K
|
41.8K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.75K+ 16.76% |
$308K - $312K
|
47K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.74K+ 7.55% |
$307K - $312K
|
96.1K
$4.42M
|