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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.18K+ 13.79% |
$330K - $334K
|
59.2K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.14K+ 109.01% |
$329K - $332K
|
13.7K
$633K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.04K+ 26.32% |
$324K - $328K
|
33.8K
$1.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7K+ 7.46% |
$322K - $326K
|
101K
$4.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.97K+ 4.69% |
$321K - $324K
|
156K
$7.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.83K+ 4.39% |
$314K - $318K
|
162K
$7.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
6.75K+ 7.13% |
$310K - $314K
|
101K
$4.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.53K+ 10.32% |
$300K - $304K
|
69.8K
$3.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
6.46KNew |
$297K - $301K
|
6.46K
$299K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.45K+ 43.14% |
$297K - $300K
|
21.4K
$989K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.42K+ 10.36% |
$295K - $299K
|
68.4K
$3.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
6.12K+ 19.18% |
$281K - $285K
|
38K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.1KNew |
$281K - $284K
|
6.1K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$271K - $275K
|
5.9K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.88K+ 3.33% |
$270K - $274K
|
182K
$8.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$268K - $271K
|
5.83K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.68K+ 9.05% |
$262K - $265K
|
68.5K
$3.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5.68K+ 8.79% |
$261K - $265K
|
70.4K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.49K+ 26.49% |
$252K - $255K
|
26.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.33KNew |
$245K - $248K
|
5.33K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.23K+ 32.49% |
$241K - $243K
|
21.3K
$986K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.04KNew |
$232K - $234K
|
5.04K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4.99KNew |
$229K - $232K
|
4.99K
$231K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.98K+ 8.56% |
$229K - $232K
|
63.1K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.91KNew |
$226K - $229K
|
4.91K
$227K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.6K+ 37.74% |
$212K - $214K
|
16.8K
$776K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
4.54K+ 85.32% |
$209K - $211K
|
9.86K
$456K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.52KNew |
$208K - $210K
|
4.52K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
4.33K+ 8.77% |
$199K - $202K
|
53.7K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 61.59% |
$198K - $201K
|
11.3K
$523K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.08K+ 290.73% |
$188K - $190K
|
5.48K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.85K+ 82.69% |
$177K - $179K
|
8.5K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.7K+ 4.24% |
$170K - $172K
|
91K
$4.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.59K+ 7.11% |
$165K - $167K
|
54K
$2.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.27KNew |
$150K - $152K
|
3.27K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.18K+ 66.97% |
$146K - $148K
|
7.93K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.08K+ 14.68% |
$142K - $143K
|
24.1K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.04K+ 58.96% |
$140K - $142K
|
8.2K
$379K
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.04K+ 0.67% |
$140K - $141K
|
456K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.87K+ 23.68% |
$132K - $134K
|
15K
$692K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.84K+ 5.86% |
$131K - $132K
|
51.3K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.81K+ 7.35% |
$129K - $131K
|
41K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.75K+ 17.34% |
$126K - $128K
|
18.6K
$860K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.58K+ 8.63% |
$119K - $120K
|
32.5K
$1.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.44KNew |
$112K - $114K
|
2.44K
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.38K+ 40.99% |
$110K - $111K
|
8.19K
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.36K+ 8.12% |
$108K - $110K
|
31.4K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.32K+ 23.66% |
$107K - $108K
|
12.1K
$561K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.31K+ 4.32% |
$106K - $108K
|
55.8K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.31K+ 1.68% |
$106K - $108K
|
140K
$6.47M
|
|