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 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
710+ 14.87% |
$32.4K - $32.8K
|
5.49K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
693+ 5.66% |
$31.6K - $32.1K
|
12.9K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
688+ 0.48% |
$31.4K - $31.8K
|
144K
$6.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
616+ 5.0% |
$28.1K - $28.5K
|
12.9K
$595K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
598+ 6.37% |
$27.3K - $27.7K
|
9.98K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
519+ 9.91% |
$23.7K - $24K
|
5.76K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509+ 0.3% |
$23.2K - $23.5K
|
172K
$7.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
492+ 9.56% |
$22.4K - $22.8K
|
5.64K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$22.2K - $22.6K
|
488
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
467+ 1.11% |
$21.3K - $21.6K
|
42.5K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
449+ 2.0% |
$20.5K - $20.8K
|
22.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
421+ 6.95% |
$19.2K - $19.5K
|
6.48K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 0.71% |
$18.2K - $18.5K
|
56.8K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
332+ 5.04% |
$15.1K - $15.4K
|
6.92K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
317New |
$14.5K - $14.7K
|
317
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
260+ 33.77% |
$11.9K - $12K
|
1.03K
$47.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
251+ 4.63% |
$11.4K - $11.6K
|
5.68K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
248+ 1.99% |
$11.3K - $11.5K
|
12.7K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
218New |
$9.94K - $10.1K
|
218
$10K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210New |
$9.57K - $9.71K
|
210
$9.66K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 25.0% |
$9.12K - $9.25K
|
1K
$46K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
174+ 0.33% |
$7.93K - $8.05K
|
53.1K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
170New |
$7.75K - $7.86K
|
170
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
162New |
$7.39K - $7.49K
|
162
$7.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
129+ 0.74% |
$5.88K - $5.97K
|
17.6K
$811K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
126+ 0.9% |
$5.74K - $5.83K
|
14.1K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
125+ 2.61% |
$5.7K - $5.78K
|
4.91K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
96+ 12.45% |
$4.38K - $4.44K
|
867
$39.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
75+ 1.46% |
$3.42K - $3.47K
|
5.23K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.14K - $1.16K
|
25
$1.15K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24+ 0.47% |
$1.09K - $1.11K
|
5.16K
$237K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.36% |
$228 - $231
|
1.4K
$64.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
125K+ 1686.06% |
$5.63M - $5.78M
|
132K
$6.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.1K+ 48.06% |
$3.44M - $3.53M
|
234K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
60.8KNew |
$2.75M - $2.82M
|
60.8K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
38.1K+ 26.13% |
$1.72M - $1.77M
|
184K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$900K - $924K
|
19.9K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
19K+ 3.17% |
$860K - $883K
|
620K
$28.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.5K+ 13.25% |
$834K - $857K
|
158K
$7.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.3K+ 23.65% |
$467K - $480K
|
54.1K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.2KNew |
$280K - $288K
|
6.2K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.16K+ 30.04% |
$278K - $286K
|
26.7K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.03KNew |
$273K - $280K
|
6.03K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.66KNew |
$210K - $216K
|
4.66K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.4KNew |
$199K - $204K
|
4.4K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238New |
$10.8K - $11K
|
238
$10.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33+ 0.74% |
$1.49K - $1.53K
|
4.5K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.44% |
$226 - $232
|
210
$9.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.2 - $46.4
|
14K
$643K
|
|