Purchases and Sales Made in Q1 2024 in J P Morgan Exchange Traded Fd (JMEE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JMEE) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226K+ 51.41% |
$11.7M - $13.2M
|
665K
$40.6M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
102K+ 189.14% |
$5.3M - $5.99M
|
156K
$9.55M
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100K+ 51.91% |
$5.19M - $5.87M
|
293K
$17.9M
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
99.1KNew |
$5.14M - $5.8M
|
99.1K
$6.06M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.2KNew |
$4.41M - $4.99M
|
85.2K
$5.2M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
62.3KNew |
$3.23M - $3.65M
|
62.3K
$3.81M
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
52.5KNew |
$2.72M - $3.07M
|
52.5K
$3.21M
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
47.6KNew |
$2.47M - $2.79M
|
47.6K
$2.91M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.9K+ 220.45% |
$1.65M - $1.87M
|
46.3K
$2.83M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.4K+ 1480.56% |
$1.01M - $1.14M
|
20.7K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$727K - $821K
|
14K
$857K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 53.77% |
$727K - $821K
|
40.1K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.7KNew |
$661K - $746K
|
12.7K
$779K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 503.0% |
$652K - $737K
|
15.1K
$922K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.6K+ 30.35% |
$652K - $736K
|
54K
$3.3M
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
11.6KNew |
$599K - $676K
|
11.6K
$706K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 320.53% |
$596K - $673K
|
15.1K
$922K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 320.53% |
$596K - $673K
|
15.1K
$922K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 65.76% |
$578K - $653K
|
28.1K
$1.72M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.79KNew |
$455K - $514K
|
8.79K
$537K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.66K+ 35.23% |
$397K - $449K
|
29.4K
$1.8M
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.56K+ 29.55% |
$392K - $443K
|
33.1K
$2.02M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.11K+ 15.98% |
$265K - $299K
|
37.1K
$2.26M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.97KNew |
$258K - $291K
|
4.97K
$304K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 4.1% |
$208K - $235K
|
102K
$6.22M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.97K+ 9.99% |
$206K - $232K
|
43.7K
$2.67M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.94K+ 67.32% |
$204K - $231K
|
9.79K
$598K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.81K+ 14.55% |
$197K - $223K
|
30K
$1.83M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.68KNew |
$191K - $215K
|
3.68K
$225K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.68K+ 38.08% |
$190K - $215K
|
13.3K
$814K
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.63KNew |
$188K - $212K
|
3.63K
$222K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.55KNew |
$184K - $208K
|
3.55K
$217K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.18KNew |
$165K - $186K
|
3.18K
$194K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 5.41% |
$161K - $182K
|
60.5K
$3.7M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94K+ 74.96% |
$152K - $172K
|
6.86K
$419K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.66K+ 8.74% |
$138K - $156K
|
33.1K
$2.02M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.37K+ 4.81% |
$123K - $138K
|
51.5K
$3.15M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.22K+ 5.67% |
$115K - $130K
|
41.3K
$2.52M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.54KNew |
$79.5K - $89.8K
|
1.54K
$93.8K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47KNew |
$76.2K - $86K
|
1.47K
$89.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 5.54% |
$70.9K - $80.1K
|
26.1K
$1.59M
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1KNew |
$51.8K - $58.5K
|
1K
$61.1K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
925+ 16.79% |
$47.9K - $54.1K
|
6.44K
$393K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
912+ 31.69% |
$47.3K - $53.4K
|
3.79K
$232K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
823+ 8.41% |
$42.6K - $48.2K
|
10.6K
$648K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
775+ 63.32% |
$40.2K - $45.4K
|
2K
$122K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
585+ 12.98% |
$30.3K - $34.2K
|
5.09K
$311K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
453New |
$23.5K - $26.5K
|
453
$27.7K
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
300+ 0.5% |
$15.5K - $17.6K
|
59.8K
$3.65M
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
240+ 3.48% |
$12.4K - $14K
|
7.13K
$435K
|