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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
227K+ 12.98% |
$11.1M - $13.5M
|
1.98M
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
155K+ 22.45% |
$7.61M - $9.18M
|
846K
$53.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148K+ 33.92% |
$7.27M - $8.77M
|
585K
$37.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.5K+ 41.5% |
$4.15M - $5.01M
|
288K
$18.3M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
75.6KNew |
$3.71M - $4.48M
|
75.6K
$4.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
72K+ 418.87% |
$3.53M - $4.26M
|
89.2K
$5.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.5K+ 13.85% |
$3.46M - $4.18M
|
580K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.9K+ 18.2% |
$3.09M - $3.73M
|
409K
$25.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
50.6K+ 21.46% |
$2.49M - $3M
|
287K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
47.4K+ 221.09% |
$2.33M - $2.81M
|
68.9K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
45.5K+ 11.47% |
$2.23M - $2.7M
|
442K
$28.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44.1K+ 5.84% |
$2.17M - $2.61M
|
800K
$50.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 17.29% |
$1.87M - $2.26M
|
259K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 21.07% |
$1.8M - $2.17M
|
211K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.7KNew |
$1.26M - $1.52M
|
25.7K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
25K+ 26.16% |
$1.23M - $1.48M
|
120K
$7.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
23.1K+ 8.81% |
$1.13M - $1.37M
|
285K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22K+ 6.02% |
$1.08M - $1.3M
|
388K
$24.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
20.6K+ 4.65% |
$1.01M - $1.22M
|
464K
$29.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
19.4K+ 5.55% |
$951K - $1.15M
|
369K
$23.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
19.1KNew |
$940K - $1.13M
|
19.1K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19K+ 29.38% |
$930K - $1.12M
|
83.5K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.8KNew |
$921K - $1.11M
|
18.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.1K+ 19.95% |
$790K - $954K
|
96.8K
$6.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 12.78% |
$779K - $941K
|
140K
$8.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 46.52% |
$777K - $937K
|
49.9K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 298.76% |
$696K - $840K
|
18.9K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$629K - $759K
|
12.8K
$813K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 59.29% |
$596K - $719K
|
32.6K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.9KNew |
$583K - $703K
|
11.9K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.42K+ 10.61% |
$462K - $558K
|
98.2K
$6.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
9.17K+ 6.32% |
$450K - $543K
|
154K
$9.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8.75KNew |
$429K - $518K
|
8.75K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.08K+ 13.24% |
$396K - $478K
|
69.1K
$4.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.89K+ 53.36% |
$387K - $467K
|
22.7K
$1.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.7K+ 17.1% |
$378K - $456K
|
52.7K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$357K - $431K
|
7.28K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.06K+ 4.05% |
$298K - $359K
|
156K
$9.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.02K+ 17.12% |
$295K - $356K
|
41.2K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4.33K+ 18.94% |
$212K - $256K
|
27.2K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.14KNew |
$203K - $245K
|
4.14K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.99KNew |
$196K - $236K
|
3.99K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3.8K+ 4.25% |
$186K - $225K
|
93.2K
$5.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
3.55KNew |
$174K - $211K
|
3.55K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.41KNew |
$167K - $202K
|
3.41K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.14K+ 20.45% |
$154K - $186K
|
18.5K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86K+ 6.79% |
$140K - $170K
|
45K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.64K+ 1.72% |
$130K - $157K
|
157K
$9.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.56K+ 369.75% |
$125K - $151K
|
3.25K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.53K+ 2.39% |
$124K - $150K
|
108K
$6.88M
|