Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JMEE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JMEE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$357K - $431K
|
7.28K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
45.5K+ 11.47% |
$2.23M - $2.7M
|
442K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.35K+ 8.65% |
$66.2K - $79.9K
|
16.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.17K+ 6.32% |
$450K - $543K
|
154K
$9.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409New |
$20.1K - $24.2K
|
409
$24.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-481- 4.71% |
$23.6K - $28.5K
|
9.73K
$589K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.52K- 5.38% |
$173K - $208K
|
61.9K
$3.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
696+ 0.95% |
$34.2K - $41.2K
|
74.1K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.34K- 16.94% |
$213K - $257K
|
21.3K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 11.33% |
$30.4K - $36.7K
|
4.85K
$294K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
72K+ 418.87% |
$3.53M - $4.26M
|
89.2K
$5.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.64K+ 1.72% |
$130K - $157K
|
157K
$9.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3+ 10.0% |
$147 - $178
|
33
$2K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.24K+ 1.88% |
$67.6K - $78.9K
|
67.2K
$4.07M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 257762.03% |
$11.1M - $13M
|
204K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.4KNew |
$2.64M - $3.08M
|
48.4K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.06K+ 6.72% |
$222K - $259K
|
64.5K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.96K- 35.1% |
$107K - $125K
|
3.62K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-35.1K- 89.22% |
$1.91M - $2.23M
|
4.24K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.4KNew |
$621K - $725K
|
11.4K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 16.69% |
$1.17M - $1.36M
|
150K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.3K+ 7.78% |
$125K - $146K
|
31.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61KNew |
$3.33M - $3.88M
|
61K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-591- 6.34% |
$32.2K - $37.6K
|
8.74K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.01K+ 91.55% |
$54.9K - $64.1K
|
2.11K
$128K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 10.3% |
$62.3K - $72.7K
|
9.96K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.75K+ 5.21% |
$95.1K - $111K
|
35.2K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.26K+ 21.23% |
$287K - $335K
|
30K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.5K- 26.62% |
$136K - $159K
|
6.88K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 13.63% |
$1.44M - $1.68M
|
221K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-7.77K- 25.38% |
$423K - $494K
|
22.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 1.89% |
$60.7K - $70.9K
|
60K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 26.84% |
$931K - $1.09M
|
80.7K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350+ 673.08% |
$19.1K - $22.3K
|
402
$24.3K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88.8KNew |
$4.84M - $5.65M
|
88.8K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2KNew |
$1.43M - $1.67M
|
26.2K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
555+ 33.68% |
$30.3K - $35.3K
|
2.2K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.12K+ 9.53% |
$115K - $135K
|
24.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$1.58K - $1.85K
|
29
$1.76K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.5K+ 78.12% |
$845K - $987K
|
35.4K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.8KClosed |
$2.66M - $3.11M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-12.4K- 56.07% |
$678K - $792K
|
9.75K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.54K- 4.13% |
$139K - $162K
|
59K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
532+ 7.65% |
$29K - $33.9K
|
7.49K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2+ 0.05% |
$109 - $127
|
3.97K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.39K+ 10.82% |
$240K - $280K
|
45K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 1.25% |
$545 - $636
|
789
$47.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
185K+ 115.25% |
$10.1M - $11.8M
|
346K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 29.32% |
$3.05K - $3.56K
|
135
$8.17K
|
|