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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
9+ 2.71% |
$442 - $533
|
341
$21.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
140+ 18.11% |
$6.87K - $8.29K
|
913
$57.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.8KNew |
$921K - $1.11M
|
18.8K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.01% |
$98.1 - $118
|
28.1K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.64K- 15.94% |
$178K - $215K
|
19.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.65K- 7.17% |
$130K - $157K
|
34.3K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.34K+ 5.42% |
$65.8K - $79.4K
|
26.1K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
916New |
$44.9K - $54.3K
|
916
$58.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.14K+ 20.45% |
$154K - $186K
|
18.5K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-6.42K- 18.22% |
$315K - $380K
|
28.8K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-3.46K- 35.48% |
$170K - $205K
|
6.29K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.7K- 33.59% |
$1.41M - $1.7M
|
56.8K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.02K+ 17.12% |
$295K - $356K
|
41.2K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22K+ 6.02% |
$1.08M - $1.3M
|
388K
$24.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 2.36% |
$72K - $86.9K
|
63.7K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
45.5K+ 11.47% |
$2.23M - $2.7M
|
442K
$28.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$357K - $431K
|
7.28K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.35K+ 8.65% |
$66.2K - $79.9K
|
16.9K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409New |
$20.1K - $24.2K
|
409
$26K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.17K+ 6.32% |
$450K - $543K
|
154K
$9.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
696+ 0.95% |
$34.2K - $41.2K
|
74.1K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-481- 4.71% |
$23.6K - $28.5K
|
9.73K
$618K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.52K- 5.38% |
$173K - $208K
|
61.9K
$3.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.34K- 16.94% |
$213K - $257K
|
21.3K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 11.33% |
$30.4K - $36.7K
|
4.85K
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
72K+ 418.87% |
$3.53M - $4.26M
|
89.2K
$5.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.64K+ 1.72% |
$130K - $157K
|
157K
$9.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3+ 10.0% |
$147 - $178
|
33
$2.09K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.24K+ 1.88% |
$67.6K - $78.9K
|
67.2K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.01K+ 91.55% |
$54.9K - $64.1K
|
2.11K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-35.1K- 89.22% |
$1.91M - $2.23M
|
4.24K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350+ 673.08% |
$19.1K - $22.3K
|
402
$25.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2KNew |
$1.43M - $1.67M
|
26.2K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.12K+ 9.53% |
$115K - $135K
|
24.3K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 29.32% |
$3.05K - $3.56K
|
135
$8.57K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-121K- 1.14% |
$6.57M - $7.67M
|
10.5M
$667M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.22K- 26.85% |
$230K - $268K
|
11.5K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220New |
$12K - $14K
|
220
$14K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.11KNew |
$388K - $453K
|
7.11K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.48KNew |
$244K - $285K
|
4.48K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
965+ 5.39% |
$52.6K - $61.4K
|
18.9K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 4.14% |
$4.09K - $4.77K
|
1.89K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.03K- 8.73% |
$220K - $256K
|
42.2K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
865+ 15.57% |
$47.2K - $55K
|
6.42K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
17.5KNew |
$956K - $1.12M
|
17.5K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.43KNew |
$459K - $536K
|
8.43K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
515New |
$28.1K - $32.8K
|
515
$32.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35K+ 11.51% |
$73.6K - $86K
|
13.1K
$831K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-892- 13.02% |
$48.6K - $56.8K
|
5.96K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-143K- 88.26% |
$7.82M - $9.12M
|
19.1K
$1.21M
|
|