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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 15.81% |
$121K - $146K
|
18.1K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.41K+ 16.23% |
$118K - $142K
|
17.2K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.34K+ 3.1% |
$115K - $138K
|
77.7K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.56K+ 39.05% |
$76.6K - $92.5K
|
5.56K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 2.36% |
$72K - $86.9K
|
63.7K
$4.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.35K+ 8.65% |
$66.2K - $79.9K
|
16.9K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.34K+ 5.42% |
$65.8K - $79.4K
|
26.1K
$1.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 53.5% |
$65.7K - $79.3K
|
3.84K
$244K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 35.91% |
$63.8K - $77K
|
4.92K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.03K+ 15.74% |
$50.3K - $60.8K
|
7.54K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
977+ 13.05% |
$47.9K - $57.9K
|
8.46K
$537K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
963+ 8.93% |
$47.3K - $57K
|
11.7K
$744K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
916New |
$44.9K - $54.3K
|
916
$58.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
901+ 22.96% |
$44.2K - $53.4K
|
4.83K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
820+ 8.45% |
$40.2K - $48.6K
|
10.5K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
793+ 6.96% |
$38.9K - $47K
|
12.2K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
760+ 19.12% |
$37.3K - $45K
|
4.73K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
733+ 16.66% |
$36K - $43.4K
|
5.13K
$325K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
701+ 1.03% |
$34.4K - $41.5K
|
69K
$4.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
696+ 0.95% |
$34.2K - $41.2K
|
74.1K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
632+ 80.1% |
$31K - $37.4K
|
1.42K
$90.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
591+ 5.27% |
$29K - $35K
|
11.8K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
517New |
$25.4K - $30.6K
|
517
$32.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409New |
$20.1K - $24.2K
|
409
$25.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
387+ 1334.48% |
$19K - $22.9K
|
416
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
353New |
$17.3K - $20.9K
|
353
$22.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
272+ 1.88% |
$13.3K - $16.1K
|
14.7K
$933K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
238New |
$11.7K - $14.1K
|
238
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
151+ 1.73% |
$7.41K - $8.94K
|
8.89K
$563K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
140+ 18.11% |
$6.87K - $8.29K
|
913
$57.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
133+ 1.67% |
$6.53K - $7.88K
|
8.08K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
103+ 0.76% |
$5.05K - $6.1K
|
13.7K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54+ 0.78% |
$2.65K - $3.2K
|
6.94K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 60.61% |
$981 - $1.18K
|
53
$3.36K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 10.17% |
$883 - $1.07K
|
195
$12.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
9+ 2.71% |
$442 - $533
|
341
$21.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3+ 10.0% |
$147 - $178
|
33
$2.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1- 0.01% |
$49.1 - $59.2
|
8.74K
$554K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.01% |
$98.1 - $118
|
28.1K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-70- 19.44% |
$3.43K - $4.15K
|
290
$18.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71- 1.27% |
$3.48K - $4.21K
|
5.51K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-247- 4.48% |
$12.1K - $14.6K
|
5.27K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-310- 5.3% |
$15.2K - $18.4K
|
5.54K
$351K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-321- 32.39% |
$15.8K - $19K
|
670
$42.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-325- 50.08% |
$15.9K - $19.2K
|
324
$20.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-471- 9.69% |
$23.1K - $27.9K
|
4.39K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-481- 4.71% |
$23.6K - $28.5K
|
9.73K
$617K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 11.33% |
$30.4K - $36.7K
|
4.85K
$308K
|