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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
72K+ 418.87% |
$3.53M - $4.26M
|
89.2K
$5.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
45.5K+ 11.47% |
$2.23M - $2.7M
|
442K
$26.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.17K+ 6.32% |
$450K - $543K
|
154K
$9.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$357K - $431K
|
7.28K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.64K+ 1.72% |
$130K - $157K
|
157K
$9.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.35K+ 8.65% |
$66.2K - $79.9K
|
16.9K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
696+ 0.95% |
$34.2K - $41.2K
|
74.1K
$4.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409New |
$20.1K - $24.2K
|
409
$24.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3+ 10.0% |
$147 - $178
|
33
$2K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14MNew |
$61.9M - $72.3M
|
1.14M
$68.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
691KNew |
$37.6M - $43.9M
|
691K
$41.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
279K+ 120.86% |
$15.2M - $17.7M
|
509K
$30.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
262KNew |
$14.3M - $16.7M
|
262K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 14.47% |
$12.1M - $14.1M
|
1.75M
$106M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 257762.03% |
$11.1M - $13M
|
204K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
185K+ 115.25% |
$10.1M - $11.8M
|
346K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88.8KNew |
$4.84M - $5.65M
|
88.8K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61KNew |
$3.33M - $3.88M
|
61K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60.3K+ 74.1% |
$3.29M - $3.84M
|
142K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.4KNew |
$2.64M - $3.08M
|
48.4K
$2.93M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.2KNew |
$2.3M - $2.68M
|
42.2K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 25.71% |
$1.94M - $2.27M
|
174K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29.5K+ 8.79% |
$1.61M - $1.88M
|
366K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 13.63% |
$1.44M - $1.68M
|
221K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2KNew |
$1.43M - $1.67M
|
26.2K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 6.03% |
$1.37M - $1.6M
|
443K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 16.69% |
$1.17M - $1.36M
|
150K
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
18.6K+ 10.01% |
$1.01M - $1.18M
|
204K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
17.5KNew |
$956K - $1.12M
|
17.5K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 26.84% |
$931K - $1.09M
|
80.7K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.5K+ 78.12% |
$845K - $987K
|
35.4K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 13.6% |
$811K - $947K
|
124K
$7.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$787K - $919K
|
14.4K
$874K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.5K+ 55.01% |
$680K - $794K
|
35.2K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 15.83% |
$638K - $744K
|
85.6K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.4KNew |
$621K - $725K
|
11.4K
$689K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 45.46% |
$580K - $677K
|
34K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.95K+ 184.21% |
$542K - $633K
|
15.4K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.43KNew |
$459K - $536K
|
8.43K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.12K+ 108.26% |
$443K - $517K
|
15.6K
$946K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.99K+ 2.34% |
$436K - $509K
|
349K
$21.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13K+ 53.39% |
$389K - $454K
|
20.5K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.11KNew |
$388K - $453K
|
7.11K
$430K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.25K+ 7.94% |
$340K - $397K
|
84.9K
$5.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5.7K+ 29.96% |
$311K - $363K
|
24.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.41K+ 6.9% |
$295K - $344K
|
83.8K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.26K+ 21.23% |
$287K - $335K
|
30K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.23K+ 6.21% |
$285K - $333K
|
89.4K
$5.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.86KNew |
$265K - $309K
|
4.86K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
4.76K+ 2.51% |
$259K - $303K
|
194K
$11.8M
|
|