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 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
161New |
$8.34K - $9.42K
|
161
$9.84K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
128New |
$6.63K - $7.49K
|
128
$7.82K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
116+ 1.0% |
$6.01K - $6.79K
|
11.7K
$715K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$1.87K - $2.11K
|
36
$2.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26+ 0.25% |
$1.35K - $1.52K
|
10.6K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 1.93% |
$881 - $995
|
896
$54.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$51.8 - $58.5
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9- 1.05% |
$466 - $527
|
850
$51.9K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-45- 62.5% |
$2.33K - $2.63K
|
27
$1.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-51- 0.62% |
$2.64K - $2.99K
|
8.24K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-587- 21.76% |
$30.4K - $34.4K
|
2.11K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-602- 5.37% |
$31.2K - $35.2K
|
10.6K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-898- 7.29% |
$46.5K - $52.6K
|
11.4K
$697K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.13K- 0.53% |
$58.6K - $66.1K
|
210K
$12.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.71K- 9.63% |
$88.5K - $99.9K
|
16K
$979K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.26K- 6.53% |
$117K - $132K
|
32.3K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2.67K- 8.78% |
$138K - $156K
|
27.7K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-6.71K- 20.96% |
$348K - $393K
|
25.3K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 80.87% |
$567K - $640K
|
2.59K
$158K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17K- 12.84% |
$880K - $994K
|
115K
$7.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-32.8K- 56.8% |
$1.7M - $1.92M
|
25K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.13M- 9.31% |
$58.4M - $65.9M
|
11M
$670M
|