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 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.33K+ 14.52% |
$74K - $80.9K
|
10.5K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.36KNew |
$522K - $571K
|
9.36K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-48- 0.59% |
$2.68K - $2.93K
|
8.11K
$486K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-374- 3.57% |
$20.9K - $22.8K
|
10.1K
$606K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.7K- 53.75% |
$1.15M - $1.26M
|
17.8K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 2.84% |
$2.79K - $3.05K
|
1.81K
$108K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.9K+ 361.66% |
$999K - $1.09M
|
22.8K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 30.61% |
$837 - $915
|
64
$3.84K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.26K+ 22.32% |
$126K - $138K
|
12.4K
$743K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 1.2% |
$446 - $488
|
659
$39.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.06K+ 11.16% |
$394K - $430K
|
70.3K
$4.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.85K+ 38.32% |
$326K - $357K
|
21.1K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.59K+ 10.9% |
$89K - $97.2K
|
16.2K
$972K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
206New |
$11.5K - $12.6K
|
206
$12.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.06K+ 9.92% |
$171K - $187K
|
33.9K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.27K+ 2.07% |
$70.9K - $77.5K
|
62.5K
$3.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
801KNew |
$44.7M - $48.8M
|
801K
$48M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-522- 3.07% |
$29.1K - $31.8K
|
16.5K
$987K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
27New |
$1.51K - $1.65K
|
27
$1.62K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-43K- 37.68% |
$2.4M - $2.62M
|
71.1K
$4.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.55K+ 9.99% |
$86.4K - $94.5K
|
17K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-17.1K- 27.39% |
$952K - $1.04M
|
45.2K
$2.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.35KNew |
$410K - $449K
|
7.35K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.7K+ 109.41% |
$4.33M - $4.74M
|
149K
$8.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.2K+ 228.0% |
$5.04M - $5.5M
|
130K
$7.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
354+ 2.6% |
$19.8K - $21.6K
|
13.9K
$836K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 27.46% |
$63.3K - $69.2K
|
5.27K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
787+ 23.03% |
$43.9K - $48K
|
4.21K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.72K+ 2.1% |
$375K - $410K
|
327K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
75+ 0.12% |
$4.19K - $4.58K
|
60.3K
$3.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
370+ 7.29% |
$20.6K - $22.6K
|
5.44K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 9.3% |
$209K - $229K
|
44.1K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.9KNew |
$888K - $971K
|
15.9K
$954K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75.3K+ 318.76% |
$4.2M - $4.59M
|
98.9K
$5.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
327+ 2.17% |
$18.2K - $20K
|
15.4K
$923K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23K+ 7.97% |
$1.28M - $1.4M
|
311K
$18.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.56K+ 25.94% |
$477K - $522K
|
41.5K
$2.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
125K+ 56.1% |
$6.96M - $7.6M
|
347K
$20.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
445+ 10.86% |
$24.8K - $27.1K
|
4.54K
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.53K+ 2.45% |
$85.2K - $93.1K
|
63.7K
$3.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.3K+ 2.97% |
$240K - $263K
|
149K
$8.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17+ 0.45% |
$949 - $1.04K
|
3.78K
$226K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.58K- 26.34% |
$256K - $280K
|
12.8K
$768K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.6K- 83.42% |
$684K - $734K
|
2.5K
$150K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-689- 6.49% |
$37.4K - $40.2K
|
9.92K
$595K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.2KNew |
$2.07M - $2.22M
|
38.2K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-25- 1.25% |
$1.36K - $1.46K
|
1.97K
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 0.68% |
$10.9K - $11.7K
|
29.2K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
48New |
$2.61K - $2.8K
|
48
$2.88K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
361New |
$19.6K - $21K
|
361
$21.6K
|
|