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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6KNew |
$1.91M - $1.94M
|
42.6K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.26KNew |
$325K - $330K
|
7.26K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.73KNew |
$257K - $261K
|
5.73K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$248K - $252K
|
5.54K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.79K+ 30.34% |
$215K - $218K
|
20.6K
$946K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.41KNew |
$63.2K - $64.1K
|
1.41K
$64.8K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$58K - $58.9K
|
1.3K
$59.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.16K+ 23.67% |
$51.8K - $52.5K
|
6.03K
$278K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
569New |
$25.5K - $25.9K
|
569
$26.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
449+ 95.13% |
$20.1K - $20.4K
|
921
$42.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$4.48K - $4.55K
|
100
$4.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
57New |
$2.55K - $2.59K
|
57
$2.62K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$358 - $364
|
8
$368
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
188KNew |
$8.51M - $8.64M
|
188K
$8.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 105.66% |
$657K - $666K
|
28.3K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4KNew |
$472K - $479K
|
10.4K
$480K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.66KNew |
$256K - $260K
|
5.66K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 1.37% |
$136K - $138K
|
223K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
368+ 6.2% |
$16.6K - $16.9K
|
6.3K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
53New |
$2.4K - $2.43K
|
53
$2.44K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$2.26K - $2.29K
|
50
$2.3K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.26% |
$1.27K - $1.28K
|
10.9K
$503K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
221KNew |
$9.65M - $10.1M
|
221K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
156KNew |
$6.84M - $7.16M
|
156K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.1KNew |
$1.67M - $1.74M
|
38.1K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19KNew |
$833K - $872K
|
19K
$875K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
4.49KNew |
$196K - $206K
|
4.49K
$206K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.93K+ 28.23% |
$128K - $134K
|
13.3K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
770New |
$33.7K - $35.3K
|
770
$35.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 4.21% |
$9.85K - $10.3K
|
5.56K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$1.18K - $1.24K
|
27
$1.24K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.72KNew |
$208K - $215K
|
4.72K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.54K+ 478.01% |
$112K - $116K
|
3.08K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$4.42K - $4.55K
|
100
$4.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
84New |
$3.71K - $3.82K
|
84
$3.86K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9New |
$398 - $410
|
9
$414
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$221 - $228
|
8.18K
$376K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.8KNew |
$802K - $816K
|
17.8K
$817K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.77KNew |
$351K - $357K
|
7.77K
$357K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
86New |
$3.88K - $3.95K
|
86
$3.96K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$993 - $1.01K
|
22
$1.01K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.7KNew |
$300K - $311K
|
6.7K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.78K+ 23.51% |
$214K - $222K
|
25.1K
$1.15M
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
20.9K+ 54.57% |
$918K - $954K
|
59.2K
$2.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
11.4K+ 86.26% |
$502K - $522K
|
24.7K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
6.64KNew |
$291K - $303K
|
6.64K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$834 - $867
|
19
$874
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.62KNew |
$248K - $264K
|
5.62K
$258K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$39.8K - $42.4K
|
900
$41.4K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
7.47KNew |
$340K - $361K
|
7.47K
$343K
|
|