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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 15.81% |
$121K - $146K
|
18.1K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.41K+ 16.23% |
$118K - $142K
|
17.2K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.34K+ 3.1% |
$115K - $138K
|
77.7K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.56K+ 39.05% |
$76.6K - $92.5K
|
5.56K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 2.36% |
$72K - $86.9K
|
63.7K
$4.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.35K+ 8.65% |
$66.2K - $79.9K
|
16.9K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.34K+ 5.42% |
$65.8K - $79.4K
|
26.1K
$1.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 53.5% |
$65.7K - $79.3K
|
3.84K
$244K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 35.91% |
$63.8K - $77K
|
4.92K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.03K+ 15.74% |
$50.3K - $60.8K
|
7.54K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
977+ 13.05% |
$47.9K - $57.9K
|
8.46K
$537K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
963+ 8.93% |
$47.3K - $57K
|
11.7K
$745K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
916New |
$44.9K - $54.3K
|
916
$58.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
901+ 22.96% |
$44.2K - $53.4K
|
4.83K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
820+ 8.45% |
$40.2K - $48.6K
|
10.5K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
793+ 6.96% |
$38.9K - $47K
|
12.2K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
760+ 19.12% |
$37.3K - $45K
|
4.73K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
733+ 16.66% |
$36K - $43.4K
|
5.13K
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
701+ 1.03% |
$34.4K - $41.5K
|
69K
$4.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
696+ 0.95% |
$34.2K - $41.2K
|
74.1K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
632+ 80.1% |
$31K - $37.4K
|
1.42K
$90.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
591+ 5.27% |
$29K - $35K
|
11.8K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
517New |
$25.4K - $30.6K
|
517
$32.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409New |
$20.1K - $24.2K
|
409
$26K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
387+ 1334.48% |
$19K - $22.9K
|
416
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
353New |
$17.3K - $20.9K
|
353
$22.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
272+ 1.88% |
$13.3K - $16.1K
|
14.7K
$934K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
238New |
$11.7K - $14.1K
|
238
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
151+ 1.73% |
$7.41K - $8.94K
|
8.89K
$564K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
140+ 18.11% |
$6.87K - $8.29K
|
913
$57.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
133+ 1.67% |
$6.53K - $7.88K
|
8.08K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
103+ 0.76% |
$5.05K - $6.1K
|
13.7K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54+ 0.78% |
$2.65K - $3.2K
|
6.94K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 60.61% |
$981 - $1.18K
|
53
$3.36K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 10.17% |
$883 - $1.07K
|
195
$12.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
9+ 2.71% |
$442 - $533
|
341
$21.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3+ 10.0% |
$147 - $178
|
33
$2.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.2KNew |
$1.43M - $1.67M
|
26.2K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
17.5KNew |
$956K - $1.12M
|
17.5K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.43KNew |
$459K - $536K
|
8.43K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.11KNew |
$388K - $453K
|
7.11K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.48KNew |
$244K - $285K
|
4.48K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.12K+ 9.53% |
$115K - $135K
|
24.3K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35K+ 11.51% |
$73.6K - $86K
|
13.1K
$831K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.24K+ 1.88% |
$67.6K - $78.9K
|
67.2K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.01K+ 91.55% |
$54.9K - $64.1K
|
2.11K
$134K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
965+ 5.39% |
$52.6K - $61.4K
|
18.9K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
865+ 15.57% |
$47.2K - $55K
|
6.42K
$408K
|
|