Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14MNew |
$61.9M - $72.3M
|
1.14M
$65M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
691KNew |
$37.6M - $43.9M
|
691K
$39.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
287K+ 116.07% |
$15.7M - $18.3M
|
534K
$30.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
279K+ 120.86% |
$15.2M - $17.7M
|
509K
$29.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
262KNew |
$14.3M - $16.7M
|
262K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 14.47% |
$12.1M - $14.1M
|
1.75M
$100M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 257762.03% |
$11.1M - $13M
|
204K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
185K+ 115.25% |
$10.1M - $11.8M
|
346K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88.8KNew |
$4.84M - $5.65M
|
88.8K
$5.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
82.2K+ 130.72% |
$4.48M - $5.23M
|
145K
$8.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
61.4K+ 18.29% |
$3.35M - $3.91M
|
397K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61KNew |
$3.33M - $3.88M
|
61K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60.3K+ 74.1% |
$3.29M - $3.84M
|
142K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.4KNew |
$2.64M - $3.08M
|
48.4K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.2KNew |
$2.3M - $2.68M
|
42.2K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 25.71% |
$1.94M - $2.27M
|
174K
$9.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29.5K+ 8.79% |
$1.61M - $1.88M
|
366K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 13.63% |
$1.44M - $1.68M
|
221K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2KNew |
$1.43M - $1.67M
|
26.2K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 6.03% |
$1.37M - $1.6M
|
443K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 16.69% |
$1.17M - $1.36M
|
150K
$8.57M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
18.6K+ 10.01% |
$1.01M - $1.18M
|
204K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
17.5KNew |
$956K - $1.12M
|
17.5K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 26.84% |
$931K - $1.09M
|
80.7K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.5K+ 78.12% |
$845K - $987K
|
35.4K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 13.6% |
$811K - $947K
|
124K
$7.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$787K - $919K
|
14.4K
$826K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.5K+ 55.01% |
$680K - $794K
|
35.2K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 15.83% |
$638K - $744K
|
85.6K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.4KNew |
$621K - $725K
|
11.4K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 45.46% |
$580K - $677K
|
34K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.95K+ 184.21% |
$542K - $633K
|
15.4K
$878K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.43KNew |
$459K - $536K
|
8.43K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.12K+ 108.26% |
$443K - $517K
|
15.6K
$894K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.99K+ 2.34% |
$436K - $509K
|
349K
$20M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13K+ 53.39% |
$389K - $454K
|
20.5K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.11KNew |
$388K - $453K
|
7.11K
$407K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.83K+ 65.96% |
$372K - $435K
|
17.2K
$983K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38K+ 10.8% |
$348K - $406K
|
65.4K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.25K+ 7.94% |
$340K - $397K
|
84.9K
$4.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5.7K+ 29.96% |
$311K - $363K
|
24.7K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.58K+ 3.76% |
$304K - $355K
|
154K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.41K+ 6.9% |
$295K - $344K
|
83.8K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.26K+ 21.23% |
$287K - $335K
|
30K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.23K+ 6.21% |
$285K - $333K
|
89.4K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.86KNew |
$265K - $309K
|
4.86K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
4.76K+ 2.51% |
$259K - $303K
|
194K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.48KNew |
$244K - $285K
|
4.48K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$240K - $280K
|
4.4K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.39K+ 10.82% |
$240K - $280K
|
45K
$2.57M
|