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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.93KNew |
$178K - $213K
|
3.93K
$240K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 1.64% |
$45.3 - $54.2
|
62
$3.79K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.2% |
$362 - $434
|
676
$41.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-52- 98.11% |
$2.35K - $2.82K
|
1
$61.1
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
46.5KNew |
$2.1M - $2.52M
|
46.5K
$2.84M
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.99K- 35.65% |
$143K - $157K
|
5.4K
$330K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-160- 3.62% |
$7.66K - $8.4K
|
4.27K
$261K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
98New |
$4.69K - $5.14K
|
98
$5.99K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29New |
$1.33K - $1.45K
|
29
$1.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-353- 87.81% |
$16.1K - $17.7K
|
49
$2.99K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.2KNew |
$54.8K - $60K
|
1.2K
$73.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
42New |
$1.92K - $2.11K
|
42
$2.57K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41New |
$1.87K - $2.13K
|
41
$2.5K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$758K - $865K
|
16.7K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
115New |
$5.23K - $5.97K
|
115
$7.03K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
551New |
$24.9K - $28.7K
|
551
$33.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82KNew |
$82.5K - $94.9K
|
1.82K
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
138New |
$6.25K - $7.19K
|
138
$8.43K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
275+ 26.67% |
$12.5K - $14.3K
|
1.31K
$79.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.1KNew |
$95.1K - $109K
|
2.1K
$128K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
344+ 3.51% |
$15.6K - $17.9K
|
10.1K
$620K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$679 - $781
|
15
$916
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
43New |
$1.91K - $2.29K
|
43
$2.63K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94New |
$4.17K - $5K
|
94
$5.74K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15New |
$665 - $797
|
15
$916
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.9KNew |
$218K - $255K
|
4.9K
$299K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.22KNew |
$54.4K - $63.7K
|
1.22K
$74.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31KNew |
$58.3K - $68.2K
|
1.31K
$80K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
147New |
$6.54K - $7.66K
|
147
$8.98K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
8.21KNew |
$365K - $428K
|
8.21K
$502K
|
|