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 |
---|---|---|---|---|---|---|---|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
569+ 6.48% |
$31K - $36.2K
|
9.35K
$593K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
515New |
$28.1K - $32.8K
|
515
$32.7K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$21.8K - $25.5K
|
400
$25.4K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
389+ 9.72% |
$21.2K - $24.8K
|
4.39K
$279K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350+ 673.08% |
$19.1K - $22.3K
|
402
$25.5K
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
249+ 6.46% |
$13.6K - $15.8K
|
4.11K
$261K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220New |
$12K - $14K
|
220
$14K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 4.14% |
$4.09K - $4.77K
|
1.89K
$120K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
131KNew |
$7.87M - $8.69M
|
131K
$8.31M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
125KNew |
$7.51M - $8.3M
|
125K
$7.93M
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
116KNew |
$6.96M - $7.69M
|
116K
$7.35M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
17.9KNew |
$1.08M - $1.19M
|
17.9K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.09KNew |
$546K - $603K
|
9.09K
$577K
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.87KNew |
$233K - $257K
|
3.87K
$246K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.85KNew |
$232K - $256K
|
3.85K
$245K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.71K+ 36.87% |
$163K - $180K
|
10.1K
$639K
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.05K+ 25.23% |
$123K - $136K
|
10.2K
$644K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
772New |
$46.4K - $51.3K
|
772
$49K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
329New |
$19.8K - $21.8K
|
329
$20.9K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
297New |
$17.8K - $19.7K
|
297
$18.9K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
114+ 2.09% |
$6.85K - $7.57K
|
5.56K
$353K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$4.87K - $5.38K
|
81
$5.14K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.95% |
$4.33K - $4.78K
|
7.68K
$488K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
53New |
$3.19K - $3.52K
|
53
$3.36K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$3.01K - $3.32K
|
50
$3.17K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.7K+ 109.41% |
$4.33M - $4.74M
|
149K
$9.43M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.6KNew |
$1.99M - $2.17M
|
35.6K
$2.26M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.06K+ 9.92% |
$171K - $187K
|
33.9K
$2.15M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
100New |
$5.58K - $6.1K
|
100
$6.35K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
27New |
$1.51K - $1.65K
|
27
$1.71K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
361New |
$19.6K - $21K
|
361
$22.9K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
170New |
$9.23K - $9.91K
|
170
$10.8K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$2.72K - $2.91K
|
50
$3.17K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
48New |
$2.61K - $2.8K
|
48
$3.05K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
38New |
$2.06K - $2.22K
|
38
$2.41K
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
47.6KNew |
$2.47M - $2.79M
|
47.6K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$727K - $821K
|
14K
$890K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.68K+ 38.08% |
$190K - $215K
|
13.3K
$846K
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.63KNew |
$188K - $212K
|
3.63K
$230K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.54KNew |
$79.5K - $89.8K
|
1.54K
$97.4K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
453New |
$23.5K - $26.5K
|
453
$28.8K
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
161New |
$8.34K - $9.42K
|
161
$10.2K
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
46.5KNew |
$2.1M - $2.52M
|
46.5K
$2.95M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
141New |
$6.38K - $7.65K
|
141
$8.95K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.2% |
$362 - $434
|
676
$42.9K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 1.64% |
$45.3 - $54.2
|
62
$3.94K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
98New |
$4.69K - $5.14K
|
98
$6.22K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.2KNew |
$54.8K - $60K
|
1.2K
$76K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
42New |
$1.92K - $2.11K
|
42
$2.67K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29New |
$1.33K - $1.45K
|
29
$1.84K
|