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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14K- 18.54% |
$762K - $889K
|
61.4K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.41K+ 6.9% |
$295K - $344K
|
83.8K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60.3K+ 74.1% |
$3.29M - $3.84M
|
142K
$8.58M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.1K+ 2.55% |
$60.2K - $70.2K
|
44.5K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-121K- 1.14% |
$6.57M - $7.67M
|
10.5M
$636M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.53K- 32.45% |
$356K - $416K
|
13.6K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
691New |
$37.7K - $44K
|
691
$41.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-199- 2.69% |
$10.8K - $12.7K
|
7.19K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220New |
$12K - $14K
|
220
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 25.71% |
$1.94M - $2.27M
|
174K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.11KNew |
$388K - $453K
|
7.11K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.22K- 26.85% |
$230K - $268K
|
11.5K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-64.2K- 7.82% |
$3.5M - $4.08M
|
756K
$45.7M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.17K+ 4.86% |
$173K - $201K
|
68.3K
$4.14M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
691KNew |
$37.6M - $43.9M
|
691K
$41.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.95K- 50.0% |
$433K - $506K
|
7.95K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-276- 4.06% |
$15K - $17.6K
|
6.52K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 77.0% |
$4.2K - $4.9K
|
177
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
532+ 5.19% |
$29K - $33.9K
|
10.8K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
540+ 1.96% |
$29.4K - $34.4K
|
28.1K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.25K- 9.79% |
$68.4K - $79.8K
|
11.6K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.48KNew |
$244K - $285K
|
4.48K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.2KNew |
$2.3M - $2.68M
|
42.2K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 14.47% |
$12.1M - $14.1M
|
1.75M
$106M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
965+ 5.39% |
$52.6K - $61.4K
|
18.9K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
360New |
$19.6K - $22.9K
|
360
$21.8K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-483- 4.13% |
$26.3K - $30.7K
|
11.2K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 45.46% |
$580K - $677K
|
34K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
279K+ 120.86% |
$15.2M - $17.7M
|
509K
$30.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.45K+ 3.69% |
$78.9K - $92.1K
|
40.7K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.68K+ 20.73% |
$201K - $234K
|
21.4K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.03K- 8.73% |
$220K - $256K
|
42.2K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.12K+ 108.26% |
$443K - $517K
|
15.6K
$946K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14MNew |
$61.9M - $72.3M
|
1.14M
$68.8M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 4.14% |
$4.09K - $4.77K
|
1.89K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 18.89% |
$9.81K - $11.5K
|
773
$46.8K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-12.1K- 10.24% |
$658K - $768K
|
106K
$6.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-35- 9.54% |
$1.91K - $2.23K
|
332
$20.1K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.6K+ 22.44% |
$87.3K - $102K
|
8.74K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.5K+ 55.01% |
$680K - $794K
|
35.2K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
18.6K+ 10.01% |
$1.01M - $1.18M
|
204K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 6.03% |
$1.37M - $1.6M
|
443K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4KNew |
$218K - $254K
|
4K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 13.6% |
$811K - $947K
|
124K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
154+ 2.84% |
$8.39K - $9.8K
|
5.59K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13K+ 53.39% |
$389K - $454K
|
20.5K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
865+ 15.57% |
$47.2K - $55K
|
6.42K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-66- 1.18% |
$3.6K - $4.2K
|
5.52K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
17.5KNew |
$956K - $1.12M
|
17.5K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$240K - $280K
|
4.4K
$266K
|