Purchases and Sales Made in Q1 2023 in J P Morgan Exchange Traded Fd (JMEE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JMEE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
74.7K+ 159.13% |
$3.4M - $3.88M
|
122K
$7.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
31.3KNew |
$1.42M - $1.62M
|
31.3K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$758K - $865K
|
16.7K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
10.6KNew |
$483K - $551K
|
10.6K
$684K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 2.71% |
$483K - $551K
|
402K
$25.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 12.12% |
$469K - $535K
|
95.3K
$6.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.45K+ 3.97% |
$66.2K - $75.5K
|
38.1K
$2.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
668New |
$30.4K - $34.7K
|
668
$43K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
565+ 8.01% |
$25.7K - $29.3K
|
7.62K
$491K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
537+ 1.74% |
$24.4K - $27.9K
|
31.5K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
505+ 2.92% |
$23K - $26.2K
|
17.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
442+ 1.18% |
$20.1K - $22.9K
|
37.8K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
413+ 33.36% |
$18.8K - $21.4K
|
1.65K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
246+ 4.82% |
$11.2K - $12.8K
|
5.35K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
216New |
$9.83K - $11.2K
|
216
$13.9K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
115New |
$5.23K - $5.97K
|
115
$7.41K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58New |
$2.64K - $3.01K
|
58
$3.74K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49+ 13.88% |
$2.23K - $2.54K
|
402
$25.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41New |
$1.87K - $2.13K
|
41
$2.64K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19+ 0.0% |
$865 - $986
|
12.2M
$787M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-71- 0.21% |
$3.23K - $3.69K
|
34.3K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-402- 8.5% |
$18.3K - $20.9K
|
4.33K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-502- 5.65% |
$22.8K - $26.1K
|
8.39K
$541K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-935- 54.68% |
$42.5K - $48.5K
|
775
$49.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.19K- 10.35% |
$54.2K - $61.8K
|
10.3K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 26.44% |
$68.8K - $78.4K
|
4.2K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.81K- 48.13% |
$82.5K - $94.1K
|
1.95K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.22K- 20.39% |
$146K - $167K
|
12.6K
$809K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-4.73K- 1.56% |
$215K - $245K
|
298K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 67.79% |
$481K - $548K
|
5.02K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-316K- 86.83% |
$14.4M - $16.4M
|
48K
$3.09M
|