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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.41K+ 12.6% |
$143K - $156K
|
21.6K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 5.3% |
$141K - $154K
|
47.4K
$3.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.1K+ 17.41% |
$64.8K - $70.6K
|
7.38K
$468K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.3K- 61.87% |
$2.27M - $2.47M
|
23.6K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.53KNew |
$209K - $227K
|
3.53K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
483+ 0.65% |
$28.6K - $31.1K
|
74.6K
$4.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$296 - $322
|
5
$317
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.76K+ 44.5% |
$282K - $307K
|
15.4K
$979K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
303+ 9.33% |
$17.9K - $19.5K
|
3.55K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-219- 0.39% |
$13K - $14.1K
|
56.6K
$3.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.96K+ 12.14% |
$234K - $255K
|
36.6K
$2.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
20.9KNew |
$1.24M - $1.35M
|
20.9K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
54.1K+ 455.12% |
$3.2M - $3.48M
|
65.9K
$4.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.9K+ 79.57% |
$1.36M - $1.48M
|
51.8K
$3.28M
|
|
|
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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-90- 1.11% |
$5.33K - $5.8K
|
7.99K
$507K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.33K+ 31.62% |
$256K - $279K
|
18K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-43.3K- 15.09% |
$2.56M - $2.79M
|
243K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.76K+ 32.38% |
$282K - $307K
|
19.5K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 5.7% |
$711K - $775K
|
199K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.1K+ 1.32% |
$302K - $329K
|
393K
$24.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
189+ 1.6% |
$11.2K - $12.2K
|
12K
$760K
|
|
|
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
|
Meridian Financial Partners LLC
|
BUY
|
- |
19.9K+ 6.99% |
$1.18M - $1.28M
|
305K
$19.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
659+ 3.89% |
$39K - $42.5K
|
17.6K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-55.3K- 59.33% |
$3.27M - $3.57M
|
37.9K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.83K- 8.25% |
$167K - $182K
|
31.4K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-433- 5.95% |
$25.6K - $27.9K
|
6.85K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
32.7K+ 7.38% |
$1.93M - $2.11M
|
475K
$30.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
166+ 0.21% |
$9.83K - $10.7K
|
77.9K
$4.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
926New |
$54.8K - $59.7K
|
926
$58.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.77K+ 20.39% |
$223K - $243K
|
22.3K
$1.41M
|
|
|
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 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
197K+ 3842.78% |
$11.7M - $12.7M
|
202K
$12.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-31.3K- 6.74% |
$1.85M - $2.02M
|
433K
$27.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 1.27% |
$4.14K - $4.51K
|
5.58K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-357- 6.78% |
$21.1K - $23K
|
4.91K
$311K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-211- 51.59% |
$12.5K - $13.6K
|
198
$12.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.8K+ 6.8% |
$166K - $180K
|
44K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
554+ 2.6% |
$32.8K - $35.7K
|
21.9K
$1.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 3.42% |
$9.83K - $10.7K
|
4.69K
$297K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-59- 0.07% |
$3.49K - $3.8K
|
89.1K
$5.65M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.85K- 20.06% |
$287K - $313K
|
19.3K
$1.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 3.24% |
$122K - $133K
|
65.8K
$4.17M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148K+ 33.92% |
$7.27M - $8.77M
|
585K
$37.1M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
75.6KNew |
$3.71M - $4.48M
|
75.6K
$4.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 35.91% |
$63.8K - $77K
|
4.92K
$312K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 53.5% |
$65.7K - $79.3K
|
3.84K
$244K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.7K+ 17.1% |
$378K - $456K
|
52.7K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.88K- 4.63% |
$190K - $230K
|
79.9K
$5.07M
|
|