Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JPRE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPRE) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
619K+ 11.06% |
$28.8M - $30.4M
|
6.22M
$295M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33.9K+ 26.89% |
$1.58M - $1.67M
|
160K
$7.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
30.2K+ 40.32% |
$1.41M - $1.48M
|
105K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.2K+ 64.63% |
$1.4M - $1.48M
|
76.9K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
17K+ 12.63% |
$790K - $833K
|
151K
$7.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.4K+ 110430.77% |
$668K - $705K
|
14.4K
$681K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 21.56% |
$647K - $682K
|
78.3K
$3.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.29K+ 6.67% |
$339K - $358K
|
117K
$5.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.16K+ 47.09% |
$287K - $303K
|
19.2K
$912K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
5.59K+ 5.62% |
$260K - $275K
|
105K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.45KNew |
$207K - $219K
|
4.45K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 2.98% |
$169K - $178K
|
125K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.14KNew |
$99.6K - $105K
|
2.14K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44K+ 41.19% |
$66.9K - $70.6K
|
4.93K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.41K+ 32.78% |
$65.8K - $69.4K
|
5.73K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 6.68% |
$65.5K - $69.1K
|
22.5K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07K+ 1467.12% |
$49.9K - $52.6K
|
1.14K
$54.2K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
866+ 3.07% |
$40.3K - $42.5K
|
29.1K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
619+ 6.87% |
$28.8K - $30.4K
|
9.63K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
617+ 9.38% |
$28.7K - $30.3K
|
7.19K
$341K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
600New |
$27.9K - $29.5K
|
600
$28.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
594+ 7.97% |
$27.7K - $29.2K
|
8.04K
$381K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
483+ 2.16% |
$22.5K - $23.7K
|
22.8K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
469+ 3.2% |
$21.8K - $23K
|
15.1K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
386New |
$18K - $19K
|
386
$18.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
283New |
$13.2K - $13.9K
|
283
$13.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
53+ 0.58% |
$2.47K - $2.6K
|
9.12K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.91% |
$326 - $344
|
373
$17.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.53% |
$279 - $295
|
398
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.45% |
$186 - $196
|
894
$42.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.18% |
$140 - $147
|
1.66K
$78.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.6 - $49.1
|
4.7K
$223K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$730K - $833K
|
17.1K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$583K - $665K
|
13.6K
$646K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 56.56% |
$332K - $379K
|
21.5K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.12K+ 2.74% |
$176K - $201K
|
154K
$7.31M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
655New |
$28K - $32K
|
655
$31K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426New |
$18.2K - $20.8K
|
426
$20.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
114KNew |
$5.17M - $5.69M
|
114K
$5.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$254K - $280K
|
5.61K
$266K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
89+ 5.95% |
$4.04K - $4.45K
|
1.58K
$75K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 182.5% |
$3.31K - $3.65K
|
113
$5.35K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$589 - $649
|
13
$616
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.65KNew |
$309K - $344K
|
6.65K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.75K+ 6.67% |
$174K - $194K
|
60K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.25KNew |
$104K - $116K
|
2.25K
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22New |
$1.02K - $1.14K
|
22
$1.04K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1KNew |
$1.02M - $1.2M
|
23.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$569K - $673K
|
13K
$614K
|
|