Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.4K+ 16.27% |
$2.99M - $3.28M
|
467K
$28.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
60.5K+ 49.77% |
$2.77M - $3.03M
|
182K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
25.5K+ 81.61% |
$1.17M - $1.28M
|
56.8K
$3.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 1177.51% |
$817K - $895K
|
19.4K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17.5K+ 18.33% |
$799K - $876K
|
113K
$6.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$538K - $590K
|
11.8K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.53K+ 14.62% |
$253K - $277K
|
43.3K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.43KNew |
$248K - $272K
|
5.43K
$332K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.43KNew |
$202K - $222K
|
4.43K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39KNew |
$201K - $220K
|
4.39K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.17K+ 39.26% |
$191K - $209K
|
14.8K
$903K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.91K+ 1039.64% |
$133K - $146K
|
3.19K
$195K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1.76K+ 0.59% |
$80.7K - $88.5K
|
300K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 2194.83% |
$58.2K - $63.9K
|
1.33K
$81.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.2KNew |
$54.8K - $60K
|
1.2K
$73.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 53.12% |
$47.5K - $52.1K
|
2.99K
$183K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
789New |
$36.1K - $39.6K
|
789
$48.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
551+ 1.75% |
$25.2K - $27.6K
|
32K
$1.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
441+ 6.9% |
$20.2K - $22.1K
|
6.83K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
198+ 1.58% |
$9.06K - $9.93K
|
12.8K
$779K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
42New |
$1.92K - $2.11K
|
42
$2.57K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29New |
$1.33K - $1.45K
|
29
$1.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17+ 0.0% |
$778 - $853
|
12.2M
$746M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89- 2.06% |
$4.07K - $4.46K
|
4.24K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-248- 4.64% |
$11.3K - $12.4K
|
5.1K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-353- 87.81% |
$16.1K - $17.7K
|
49
$2.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-845- 4.75% |
$38.7K - $42.4K
|
17K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.09K- 10.57% |
$49.9K - $54.7K
|
9.23K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 35.95% |
$69.1K - $75.8K
|
2.69K
$164K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 8.51% |
$80.8K - $88.6K
|
19K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.98K- 25.94% |
$90.3K - $99.1K
|
5.64K
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.74K- 15.07% |
$263K - $288K
|
32.4K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.07K- 14.74% |
$323K - $355K
|
40.9K
$2.5M
|