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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4KNew |
$218K - $254K
|
4K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 13.6% |
$811K - $947K
|
124K
$6.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
154+ 2.84% |
$8.39K - $9.8K
|
5.59K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13K+ 53.39% |
$389K - $454K
|
20.5K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
865+ 15.57% |
$47.2K - $55K
|
6.42K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-66- 1.18% |
$3.6K - $4.2K
|
5.52K
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
17.5KNew |
$956K - $1.12M
|
17.5K
$936K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$240K - $280K
|
4.4K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-991- 50.0% |
$54K - $63.1K
|
991
$52.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.06K+ 12.24% |
$57.7K - $67.3K
|
9.7K
$518K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.25K+ 7.94% |
$340K - $397K
|
84.9K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.43KNew |
$459K - $536K
|
8.43K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 5.93% |
$93.2K - $109K
|
30.6K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
4.76K+ 2.51% |
$259K - $303K
|
194K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
515New |
$28.1K - $32.8K
|
515
$27.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.86KNew |
$265K - $309K
|
4.86K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35K+ 11.51% |
$73.6K - $86K
|
13.1K
$699K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-18.6K- 7.29% |
$1.01M - $1.18M
|
236K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-8.78K- 27.81% |
$479K - $559K
|
22.8K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-892- 13.02% |
$48.6K - $56.8K
|
5.96K
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5.7K+ 29.96% |
$311K - $363K
|
24.7K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.84K+ 45.77% |
$100K - $117K
|
5.85K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-142- 0.95% |
$7.74K - $9.04K
|
14.8K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.35K+ 3.3% |
$128K - $149K
|
73.4K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29.5K+ 8.79% |
$1.61M - $1.88M
|
366K
$19.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 15.83% |
$638K - $744K
|
85.6K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38K+ 10.8% |
$348K - $406K
|
65.4K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
147+ 2.76% |
$8.01K - $9.35K
|
5.47K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.64K+ 5.08% |
$199K - $232K
|
75.4K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.24K- 10.85% |
$67.8K - $79.1K
|
10.2K
$545K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-143K- 88.26% |
$7.82M - $9.12M
|
19.1K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.95K+ 184.21% |
$542K - $633K
|
15.4K
$819K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
61.4K+ 18.29% |
$3.35M - $3.91M
|
397K
$21.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
262KNew |
$14.3M - $16.7M
|
262K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.99K+ 2.34% |
$436K - $509K
|
349K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.74K+ 2.87% |
$94.6K - $110K
|
62.2K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$787K - $919K
|
14.4K
$771K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.58K+ 3.76% |
$304K - $355K
|
154K
$8.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
249+ 6.46% |
$13.6K - $15.8K
|
4.11K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
389+ 9.72% |
$21.2K - $24.8K
|
4.39K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 4.78% |
$63.8K - $74.4K
|
25.6K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.23K+ 6.21% |
$285K - $333K
|
89.4K
$4.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.58K+ 10.74% |
$195K - $228K
|
36.9K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.48K+ 10.46% |
$80.5K - $93.9K
|
15.6K
$832K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
82.2K+ 130.72% |
$4.48M - $5.23M
|
145K
$7.74M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.83K+ 65.96% |
$372K - $435K
|
17.2K
$917K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$21.8K - $25.5K
|
400
$21.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
569+ 6.48% |
$31K - $36.2K
|
9.35K
$499K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 52.94% |
$541 - $598
|
8
$427
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.87KNew |
$233K - $257K
|
3.87K
$207K
|
|