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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 29.32% |
$3.05K - $3.56K
|
135
$7.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-66- 1.18% |
$3.6K - $4.2K
|
5.52K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-142- 0.95% |
$7.74K - $9.04K
|
14.8K
$845K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 18.89% |
$9.81K - $11.5K
|
773
$44.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-199- 2.69% |
$10.8K - $12.7K
|
7.19K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-276- 4.06% |
$15K - $17.6K
|
6.52K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-483- 4.13% |
$26.3K - $30.7K
|
11.2K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-591- 6.34% |
$32.2K - $37.6K
|
8.74K
$500K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-892- 13.02% |
$48.6K - $56.8K
|
5.96K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-991- 50.0% |
$54K - $63.1K
|
991
$56.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 10.3% |
$62.3K - $72.7K
|
9.96K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.24K- 10.85% |
$67.8K - $79.1K
|
10.2K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.25K- 9.79% |
$68.4K - $79.8K
|
11.6K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.96K- 35.1% |
$107K - $125K
|
3.62K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.5K- 26.62% |
$136K - $159K
|
6.88K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.54K- 4.13% |
$139K - $162K
|
59K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.03K- 8.73% |
$220K - $256K
|
42.2K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.22K- 26.85% |
$230K - $268K
|
11.5K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-4.86KClosed |
$265K - $309K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.53K- 32.45% |
$356K - $416K
|
13.6K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-7.77K- 25.38% |
$423K - $494K
|
22.8K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.95K- 50.0% |
$433K - $506K
|
7.95K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-8.78K- 27.81% |
$479K - $559K
|
22.8K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-12.1K- 10.24% |
$658K - $768K
|
106K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-12.4K- 56.07% |
$678K - $792K
|
9.75K
$557K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14K- 18.54% |
$762K - $889K
|
61.4K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-18.6K- 7.29% |
$1.01M - $1.18M
|
236K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-35.1K- 89.22% |
$1.91M - $2.23M
|
4.24K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.8KClosed |
$2.66M - $3.11M
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-64.2K- 7.82% |
$3.5M - $4.08M
|
756K
$43.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-115K- 99.93% |
$6.25M - $7.3M
|
79
$4.52K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-121K- 1.14% |
$6.57M - $7.67M
|
10.5M
$601M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-143K- 88.26% |
$7.82M - $9.12M
|
19.1K
$1.09M
|