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 |
|---|---|---|---|---|---|---|---|
|
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
$830K
|
|
|
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
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
249+ 6.46% |
$13.6K - $15.8K
|
4.11K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
389+ 9.72% |
$21.2K - $24.8K
|
4.39K
$278K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$21.8K - $25.5K
|
400
$25.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
569+ 6.48% |
$31K - $36.2K
|
9.35K
$593K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 52.94% |
$541 - $598
|
8
$507
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.87KNew |
$233K - $257K
|
3.87K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
17.9KNew |
$1.08M - $1.19M
|
17.9K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
772New |
$46.4K - $51.3K
|
772
$48.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.09KNew |
$546K - $603K
|
9.09K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
125KNew |
$7.51M - $8.3M
|
125K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.33K- 25.44% |
$140K - $155K
|
6.84K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.95% |
$4.33K - $4.78K
|
7.68K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
131KNew |
$7.87M - $8.69M
|
131K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
297New |
$17.8K - $19.7K
|
297
$18.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.85KNew |
$232K - $256K
|
3.85K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
114+ 2.09% |
$6.85K - $7.57K
|
5.56K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.71K+ 36.87% |
$163K - $180K
|
10.1K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
53New |
$3.19K - $3.52K
|
53
$3.36K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
329New |
$19.8K - $21.8K
|
329
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
116KNew |
$6.96M - $7.69M
|
116K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$4.87K - $5.38K
|
81
$5.14K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.05K+ 25.23% |
$123K - $136K
|
10.2K
$644K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$3.01K - $3.32K
|
50
$3.17K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-128- 3.28% |
$7.14K - $7.81K
|
3.78K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-279- 53.86% |
$15.6K - $17K
|
239
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.6KNew |
$1.99M - $2.17M
|
35.6K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.65K- 18.04% |
$92.3K - $101K
|
7.51K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
100New |
$5.58K - $6.1K
|
100
$6.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.06K+ 9.92% |
$171K - $187K
|
33.9K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
27New |
$1.51K - $1.65K
|
27
$1.71K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.7K+ 109.41% |
$4.33M - $4.74M
|
149K
$9.42M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 0.68% |
$10.9K - $11.7K
|
29.2K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-25- 1.25% |
$1.36K - $1.46K
|
1.97K
$125K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
48New |
$2.61K - $2.8K
|
48
$3.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
361New |
$19.6K - $21K
|
361
$22.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$2.72K - $2.91K
|
50
$3.17K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
170New |
$9.23K - $9.91K
|
170
$10.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
38New |
$2.06K - $2.22K
|
38
$2.41K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-45- 62.5% |
$2.33K - $2.63K
|
27
$1.71K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$727K - $821K
|
14K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.68K+ 38.08% |
$190K - $215K
|
13.3K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.54KNew |
$79.5K - $89.8K
|
1.54K
$97.3K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
161New |
$8.34K - $9.42K
|
161
$10.2K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.63KNew |
$188K - $212K
|
3.63K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
453New |
$23.5K - $26.5K
|
453
$28.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
47.6KNew |
$2.47M - $2.79M
|
47.6K
$3.02M
|
|