Purchases and Sales Made in Q3 2025 in J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE) during Q3 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.61MNew |
$212M - $215M
|
4.61M
$213M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 46.61% |
$109M - $110M
|
7.43M
$343M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59M+ 161.52% |
$73.2M - $74.1M
|
2.58M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.59M+ 41.8% |
$73.2M - $74M
|
5.4M
$249M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
839K+ 52.49% |
$38.6M - $39.1M
|
2.44M
$113M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
388K+ 105.41% |
$17.8M - $18.1M
|
756K
$34.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
349K+ 19.85% |
$16M - $16.2M
|
2.11M
$97.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
328K+ 10.22% |
$15.1M - $15.3M
|
3.54M
$164M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
319KNew |
$14.7M - $14.8M
|
319K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
271K+ 4511.79% |
$12.4M - $12.6M
|
277K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250K+ 236.02% |
$11.5M - $11.6M
|
356K
$16.4M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
240K+ 1427.45% |
$11.1M - $11.2M
|
257K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
197K+ 358.15% |
$9.05M - $9.16M
|
252K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
190K+ 424.86% |
$8.75M - $8.85M
|
235K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
189K+ 117.99% |
$8.71M - $8.82M
|
350K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173K+ 24.39% |
$7.98M - $8.07M
|
884K
$40.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
162K+ 41.06% |
$7.44M - $7.52M
|
555K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156KNew |
$7.19M - $7.27M
|
156K
$7.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
156KNew |
$7.17M - $7.26M
|
156K
$7.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
155K+ 121.32% |
$7.11M - $7.2M
|
282K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 1237.27% |
$6.78M - $6.86M
|
159K
$7.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147K+ 13.95% |
$6.77M - $6.85M
|
1.2M
$55.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
135K+ 20.56% |
$6.21M - $6.28M
|
791K
$36.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 6.72% |
$6.14M - $6.22M
|
2.12M
$98M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
123KNew |
$5.67M - $5.74M
|
123K
$5.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
116KNew |
$5.32M - $5.38M
|
116K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
115K+ 27.89% |
$5.31M - $5.38M
|
529K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100K+ 821.37% |
$4.61M - $4.66M
|
112K
$5.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
99.6K+ 4.51% |
$4.58M - $4.63M
|
2.31M
$107M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97.3K+ 161.28% |
$4.48M - $4.53M
|
158K
$7.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95K+ 9.27% |
$4.37M - $4.42M
|
1.12M
$51.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.11% |
$4.28M - $4.33M
|
1.92M
$88.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.5K+ 22.06% |
$4.12M - $4.17M
|
495K
$22.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88K+ 111.43% |
$4.05M - $4.09M
|
167K
$7.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
86.9K+ 75.59% |
$4M - $4.05M
|
202K
$9.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
86.9K+ 25.68% |
$4M - $4.04M
|
425K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86.4KNew |
$3.97M - $4.02M
|
86.4K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
81.4KNew |
$3.74M - $3.79M
|
81.4K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
76.9K+ 260.76% |
$3.54M - $3.58M
|
106K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
74.9K+ 21.93% |
$3.45M - $3.49M
|
417K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.5K+ 49.64% |
$3.43M - $3.47M
|
224K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
73K+ 165.95% |
$3.36M - $3.4M
|
117K
$5.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72.2KNew |
$3.32M - $3.36M
|
72.2K
$3.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71.9KNew |
$3.31M - $3.35M
|
71.9K
$3.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
68.3K+ 23.0% |
$3.14M - $3.18M
|
366K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66.4K+ 136.52% |
$3.05M - $3.09M
|
115K
$5.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66K+ 30.03% |
$3.04M - $3.07M
|
286K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.1K+ 14.43% |
$2.91M - $2.94M
|
501K
$23.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.2K+ 24.7% |
$2.77M - $2.8M
|
304K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.5K+ 113.7% |
$2.69M - $2.72M
|
110K
$5.08M
|
|