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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
6.63K+ 3.89% |
$302K - $307K
|
177K
$8.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
6.55KNew |
$298K - $303K
|
6.55K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5.83K+ 4.12% |
$266K - $270K
|
148K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.72K+ 1.32% |
$261K - $265K
|
440K
$20.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.67K+ 2.99% |
$258K - $262K
|
195K
$8.99M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.6K+ 1.85% |
$255K - $259K
|
308K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.29KNew |
$241K - $245K
|
5.29K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.25KNew |
$239K - $243K
|
5.25K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.11K+ 6.24% |
$233K - $236K
|
87.1K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.09KNew |
$232K - $235K
|
5.09K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 36.52% |
$223K - $226K
|
18.3K
$841K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
4.81K+ 12.11% |
$219K - $222K
|
44.5K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.8K+ 10.78% |
$219K - $222K
|
49.4K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79K+ 13.55% |
$218K - $222K
|
40.2K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.69KNew |
$214K - $217K
|
4.69K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51K+ 34.59% |
$206K - $209K
|
17.6K
$807K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.43KNew |
$202K - $205K
|
4.43K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.16K+ 54.69% |
$189K - $192K
|
11.8K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.89KNew |
$178K - $180K
|
3.89K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.87K+ 89.44% |
$176K - $179K
|
8.2K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.69K+ 0.2% |
$168K - $171K
|
1.88M
$86.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.68K+ 8.32% |
$168K - $170K
|
47.9K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.55K+ 70.37% |
$162K - $164K
|
8.58K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.33K+ 3.73% |
$152K - $154K
|
92.6K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
3.28K+ 16.91% |
$149K - $151K
|
22.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.07K+ 1.27% |
$140K - $142K
|
245K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3K+ 44.78% |
$137K - $139K
|
9.7K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.77K+ 35.29% |
$126K - $128K
|
10.6K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.71K+ 3.11% |
$124K - $126K
|
89.9K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.47K+ 1.01% |
$112K - $114K
|
247K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.66% |
$108K - $110K
|
38K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.23K+ 14.03% |
$102K - $103K
|
18.1K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.05K+ 4.56% |
$93.4K - $94.7K
|
46.9K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.93K+ 19.08% |
$88K - $89.3K
|
12K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.76K+ 17.35% |
$80.4K - $81.6K
|
11.9K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.76K+ 6.69% |
$80.3K - $81.5K
|
28.1K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.93% |
$75.5K - $76.6K
|
58.2K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 26.87% |
$69.3K - $70.3K
|
7.17K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 22.22% |
$68.4K - $69.4K
|
8.25K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39K+ 31.66% |
$63.4K - $64.3K
|
5.78K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$59.3K - $60.1K
|
1.3K
$59.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 30.37% |
$57.6K - $58.4K
|
5.42K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.22K+ 2.75% |
$55.6K - $56.4K
|
45.5K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.17K+ 2.41% |
$53.5K - $54.3K
|
49.9K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.09K+ 86.94% |
$49.5K - $50.2K
|
2.33K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
890+ 17.61% |
$40.6K - $41.2K
|
5.95K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
856+ 7.09% |
$39K - $39.6K
|
12.9K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
814+ 7.81% |
$37.1K - $37.6K
|
11.2K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
774+ 4.14% |
$35.3K - $35.8K
|
19.5K
$896K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
764New |
$34.8K - $35.3K
|
764
$35.1K
|