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 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2K+ 6.59% |
$653K - $660K
|
229K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.7KNew |
$629K - $637K
|
13.7K
$632K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
13.6KNew |
$624K - $631K
|
13.6K
$627K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
13.4KNew |
$614K - $621K
|
13.4K
$617K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13K+ 12.1% |
$598K - $605K
|
120K
$5.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
13K+ 9.41% |
$598K - $605K
|
151K
$6.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
12.6K+ 50.99% |
$581K - $588K
|
37.4K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 24.1% |
$572K - $579K
|
64K
$2.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12.4K+ 8.05% |
$569K - $576K
|
166K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$525K - $532K
|
11.4K
$528K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.2K+ 34.3% |
$513K - $519K
|
43.7K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11K+ 3.81% |
$504K - $510K
|
299K
$13.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11K+ 14.48% |
$504K - $510K
|
86.6K
$4M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 6.41% |
$501K - $507K
|
181K
$8.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 567.58% |
$475K - $481K
|
12.2K
$562K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.3K+ 12.91% |
$475K - $480K
|
90.3K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 6.78% |
$471K - $476K
|
161K
$7.45M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
10K+ 23.11% |
$462K - $468K
|
53.5K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
10K+ 27.05% |
$461K - $466K
|
47K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
9.86KNew |
$453K - $459K
|
9.86K
$456K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.63K+ 12.5% |
$443K - $448K
|
86.7K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.54K+ 10.51% |
$439K - $444K
|
100K
$4.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.53K+ 112.74% |
$439K - $444K
|
18K
$832K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.51K+ 87.01% |
$438K - $443K
|
20.4K
$945K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.36K+ 7.56% |
$430K - $435K
|
133K
$6.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.35K+ 3.29% |
$430K - $435K
|
294K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.11KNew |
$419K - $424K
|
9.11K
$421K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
9.05K+ 8.78% |
$416K - $421K
|
112K
$5.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.05K+ 30.18% |
$416K - $421K
|
39K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
9.04K+ 3.45% |
$416K - $421K
|
271K
$12.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.87K+ 25.94% |
$408K - $413K
|
43.1K
$1.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.8KNew |
$405K - $410K
|
8.8K
$407K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.65K+ 140.03% |
$398K - $403K
|
14.8K
$686K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.63K+ 134.47% |
$397K - $402K
|
15.1K
$696K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.61KNew |
$396K - $401K
|
8.61K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.6K+ 2.69% |
$396K - $400K
|
329K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.6KNew |
$396K - $400K
|
8.6K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.5K+ 25.93% |
$391K - $396K
|
41.3K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
8.5K+ 4.99% |
$391K - $396K
|
179K
$8.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
8.43K+ 27.68% |
$388K - $392K
|
38.9K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.43K+ 4.23% |
$388K - $392K
|
208K
$9.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.26KNew |
$380K - $385K
|
8.26K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.19K+ 35.75% |
$377K - $381K
|
31.1K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.06K+ 28.53% |
$371K - $375K
|
36.3K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.93K+ 35.94% |
$365K - $369K
|
30K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
7.53KNew |
$346K - $350K
|
7.53K
$348K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.34K+ 4.73% |
$338K - $342K
|
162K
$7.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.34KNew |
$337K - $341K
|
7.34K
$339K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.34KNew |
$337K - $341K
|
7.34K
$339K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 7.29% |
$333K - $337K
|
106K
$4.92M
|
|