Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
197K+ 3842.78% |
$11.7M - $12.7M
|
202K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
32.7K+ 7.38% |
$1.93M - $2.11M
|
475K
$30.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
19.9K+ 6.99% |
$1.18M - $1.28M
|
305K
$19.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.4K+ 2.42% |
$1.15M - $1.25M
|
819K
$51.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.1K+ 1.32% |
$302K - $329K
|
393K
$24.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.76K+ 32.38% |
$282K - $307K
|
19.5K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.33K+ 31.62% |
$256K - $279K
|
18K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.77K+ 20.39% |
$223K - $243K
|
22.3K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.8K+ 6.8% |
$166K - $180K
|
44K
$2.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 3.24% |
$122K - $133K
|
65.8K
$4.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
926New |
$54.8K - $59.7K
|
926
$58.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
659+ 3.89% |
$39K - $42.5K
|
17.6K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
554+ 2.6% |
$32.8K - $35.7K
|
21.9K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
189+ 1.6% |
$11.2K - $12.2K
|
12K
$760K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
166+ 0.21% |
$9.83K - $10.7K
|
77.9K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 1.27% |
$4.14K - $4.51K
|
5.58K
$354K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-59- 0.07% |
$3.49K - $3.8K
|
89.1K
$5.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-90- 1.11% |
$5.33K - $5.8K
|
7.99K
$507K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 3.42% |
$9.83K - $10.7K
|
4.69K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-211- 51.59% |
$12.5K - $13.6K
|
198
$12.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-357- 6.78% |
$21.1K - $23K
|
4.91K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-433- 5.95% |
$25.6K - $27.9K
|
6.85K
$434K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.45K- 7.68% |
$86.1K - $93.7K
|
17.5K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.83K- 8.25% |
$167K - $182K
|
31.4K
$1.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.85K- 20.06% |
$287K - $313K
|
19.3K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 5.7% |
$711K - $775K
|
199K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-31.3K- 6.74% |
$1.85M - $2.02M
|
433K
$27.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-32.9K- 8.92% |
$1.95M - $2.12M
|
336K
$21.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-43.3K- 15.09% |
$2.56M - $2.79M
|
243K
$15.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-55.3K- 59.33% |
$3.27M - $3.57M
|
37.9K
$2.4M
|