Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
227K+ 12.98% |
$11.1M - $13.5M
|
1.98M
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
155K+ 22.45% |
$7.61M - $9.18M
|
846K
$53.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148K+ 33.92% |
$7.27M - $8.77M
|
585K
$37.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.5K+ 41.5% |
$4.15M - $5.01M
|
288K
$18.3M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
75.6KNew |
$3.71M - $4.48M
|
75.6K
$4.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
72K+ 418.87% |
$3.53M - $4.26M
|
89.2K
$5.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.5K+ 13.85% |
$3.46M - $4.18M
|
580K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.9K+ 18.2% |
$3.09M - $3.73M
|
409K
$25.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
50.6K+ 21.46% |
$2.49M - $3M
|
287K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
47.4K+ 221.09% |
$2.33M - $2.81M
|
68.9K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
45.5K+ 11.47% |
$2.23M - $2.7M
|
442K
$28M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44.1K+ 5.84% |
$2.17M - $2.61M
|
800K
$50.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 17.29% |
$1.87M - $2.26M
|
259K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 21.07% |
$1.8M - $2.17M
|
211K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.7KNew |
$1.26M - $1.52M
|
25.7K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
25K+ 26.16% |
$1.23M - $1.48M
|
120K
$7.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
23.1K+ 8.81% |
$1.13M - $1.37M
|
285K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22K+ 6.02% |
$1.08M - $1.3M
|
388K
$24.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 4.65% |
$1.01M - $1.22M
|
464K
$29.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19.4K+ 5.55% |
$951K - $1.15M
|
369K
$23.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
19.1KNew |
$940K - $1.13M
|
19.1K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19K+ 29.38% |
$930K - $1.12M
|
83.5K
$5.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.8KNew |
$921K - $1.11M
|
18.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.1K+ 19.95% |
$790K - $954K
|
96.8K
$6.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 12.78% |
$779K - $941K
|
140K
$8.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 46.52% |
$777K - $937K
|
49.9K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 298.76% |
$696K - $840K
|
18.9K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$629K - $759K
|
12.8K
$812K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 59.29% |
$596K - $719K
|
32.6K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.9KNew |
$583K - $703K
|
11.9K
$753K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.42K+ 10.61% |
$462K - $558K
|
98.2K
$6.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.17K+ 6.32% |
$450K - $543K
|
154K
$9.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8.75KNew |
$429K - $518K
|
8.75K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.08K+ 13.24% |
$396K - $478K
|
69.1K
$4.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 53.36% |
$387K - $467K
|
22.7K
$1.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.7K+ 17.1% |
$378K - $456K
|
52.7K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$357K - $431K
|
7.28K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.06K+ 4.05% |
$298K - $359K
|
156K
$9.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.02K+ 17.12% |
$295K - $356K
|
41.2K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4.33K+ 18.94% |
$212K - $256K
|
27.2K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14KNew |
$203K - $245K
|
4.14K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.99KNew |
$196K - $236K
|
3.99K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3.8K+ 4.25% |
$186K - $225K
|
93.2K
$5.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
3.55KNew |
$174K - $211K
|
3.55K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.41KNew |
$167K - $202K
|
3.41K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.14K+ 20.45% |
$154K - $186K
|
18.5K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 6.79% |
$140K - $170K
|
45K
$2.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.64K+ 1.72% |
$130K - $157K
|
157K
$9.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.56K+ 369.75% |
$125K - $151K
|
3.25K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.53K+ 2.39% |
$124K - $150K
|
108K
$6.87M
|