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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 14.94% |
$52.8K - $63.7K
|
6.12K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14KNew |
$203K - $245K
|
4.14K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-325- 50.08% |
$15.9K - $19.2K
|
324
$20.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
591+ 5.27% |
$29K - $35K
|
11.8K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 60.61% |
$981 - $1.18K
|
53
$3.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
50.6K+ 21.46% |
$2.49M - $3M
|
287K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 46.52% |
$777K - $937K
|
49.9K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.5K+ 13.85% |
$3.46M - $4.18M
|
580K
$36.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54+ 0.78% |
$2.65K - $3.2K
|
6.94K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
820+ 8.45% |
$40.2K - $48.6K
|
10.5K
$668K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 15.81% |
$121K - $146K
|
18.1K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
23.1K+ 8.81% |
$1.13M - $1.37M
|
285K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.56K- 6.75% |
$469K - $566K
|
132K
$8.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-30K- 73.74% |
$1.47M - $1.78M
|
10.7K
$679K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.34K+ 3.1% |
$115K - $138K
|
77.7K
$4.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.56K+ 369.75% |
$125K - $151K
|
3.25K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 21.07% |
$1.8M - $2.17M
|
211K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-471- 9.69% |
$23.1K - $27.9K
|
4.39K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-321- 32.39% |
$15.8K - $19K
|
670
$42.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 6.79% |
$140K - $170K
|
45K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-70- 19.44% |
$3.43K - $4.15K
|
290
$18.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-277K- 24.33% |
$13.6M - $16.4M
|
860K
$54.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.53K+ 2.39% |
$124K - $150K
|
108K
$6.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19K+ 29.38% |
$930K - $1.12M
|
83.5K
$5.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-310- 5.3% |
$15.2K - $18.4K
|
5.54K
$352K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71- 1.27% |
$3.48K - $4.21K
|
5.51K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
272+ 1.88% |
$13.3K - $16.1K
|
14.7K
$934K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
3.55KNew |
$174K - $211K
|
3.55K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
963+ 8.93% |
$47.3K - $57K
|
11.7K
$745K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.7K- 4.35% |
$181K - $219K
|
81.2K
$5.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.41K+ 16.23% |
$118K - $142K
|
17.2K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.42K- 11.18% |
$168K - $202K
|
27.1K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
701+ 1.03% |
$34.4K - $41.5K
|
69K
$4.38M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-6.97K- 3.41% |
$342K - $413K
|
197K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 12.78% |
$779K - $941K
|
140K
$8.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44.1K+ 5.84% |
$2.17M - $2.61M
|
800K
$50.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-247- 4.48% |
$12.1K - $14.6K
|
5.27K
$334K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.41KNew |
$167K - $202K
|
3.41K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8.75KNew |
$429K - $518K
|
8.75K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-114K- 58.77% |
$5.61M - $6.77M
|
80.1K
$5.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
19.1KNew |
$940K - $1.13M
|
19.1K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.9KNew |
$583K - $703K
|
11.9K
$754K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
238New |
$11.7K - $14.1K
|
238
$15.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 10.17% |
$883 - $1.07K
|
195
$12.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19.4K+ 5.55% |
$951K - $1.15M
|
369K
$23.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 59.29% |
$596K - $719K
|
32.6K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 4.65% |
$1.01M - $1.22M
|
464K
$29.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
133+ 1.67% |
$6.53K - $7.88K
|
8.08K
$513K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
901+ 22.96% |
$44.2K - $53.4K
|
4.83K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 53.36% |
$387K - $467K
|
22.7K
$1.44M
|