Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JMEE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JMEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
336KNew |
$20.2M - $22.3M
|
336K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
186KNew |
$11.2M - $12.3M
|
186K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
63.5K+ 64.22% |
$3.82M - $4.22M
|
162K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 223.51% |
$3.07M - $3.39M
|
73.9K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24.5KNew |
$1.47M - $1.62M
|
24.5K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 139.07% |
$1.17M - $1.29M
|
33.3K
$2.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
10.4KNew |
$622K - $688K
|
10.4K
$659K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5.46K+ 164.78% |
$328K - $363K
|
8.78K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.81K+ 17.29% |
$169K - $186K
|
19K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 4.74% |
$126K - $139K
|
46.2K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.05K+ 25.23% |
$123K - $136K
|
10.2K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 30.09% |
$95.3K - $105K
|
6.85K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
785+ 17.29% |
$47.2K - $52.1K
|
5.33K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
225+ 5.96% |
$13.5K - $14.9K
|
4K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$4.87K - $5.38K
|
81
$5.15K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$3.01K - $3.32K
|
50
$3.18K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
801KNew |
$44.7M - $48.8M
|
801K
$50.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
277K+ 33.61% |
$15.5M - $16.9M
|
1.1M
$70M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
245KNew |
$13.7M - $15M
|
245K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
125K+ 56.1% |
$6.96M - $7.6M
|
347K
$22.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.2K+ 228.0% |
$5.04M - $5.5M
|
130K
$8.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.7K+ 109.41% |
$4.33M - $4.74M
|
149K
$9.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.8K+ 439.73% |
$4.06M - $4.44M
|
89.4K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.4K+ 79.99% |
$3.88M - $4.24M
|
156K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
59.9K+ 1060.85% |
$3.34M - $3.65M
|
65.5K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
52.1K+ 485.72% |
$2.91M - $3.18M
|
62.9K
$4M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
44.7KNew |
$2.49M - $2.73M
|
44.7K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.6KNew |
$1.99M - $2.17M
|
35.6K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.6KNew |
$1.99M - $2.17M
|
35.6K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 80.21% |
$1.99M - $2.17M
|
80K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.6K+ 19.72% |
$1.98M - $2.17M
|
216K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.2K+ 21.6% |
$1.86M - $2.03M
|
187K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23K+ 7.97% |
$1.28M - $1.4M
|
311K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.4KNew |
$1.25M - $1.37M
|
22.4K
$1.42M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.7KNew |
$1.15M - $1.26M
|
20.7K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 78.11% |
$1.01M - $1.1M
|
41.1K
$2.62M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 0.16% |
$977K - $1.07M
|
10.7M
$681M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.9KNew |
$888K - $971K
|
15.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.7KNew |
$709K - $775K
|
12.7K
$809K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11.1K+ 53.08% |
$617K - $675K
|
31.9K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.36KNew |
$522K - $571K
|
9.36K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
8.85K+ 4.49% |
$494K - $540K
|
206K
$13.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.56K+ 25.94% |
$477K - $522K
|
41.5K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.23K+ 15.54% |
$460K - $502K
|
61.2K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.39KNew |
$412K - $451K
|
7.39K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.35KNew |
$410K - $449K
|
7.35K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.06K+ 11.16% |
$394K - $430K
|
70.3K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.77KNew |
$378K - $413K
|
6.77K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.72K+ 2.1% |
$375K - $410K
|
327K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
$362K - $396K
|
6.49K
$413K
|
|