Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.06K+ 6.72% |
$222K - $259K
|
64.5K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4KNew |
$218K - $254K
|
4K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.68K+ 20.73% |
$201K - $234K
|
21.4K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.64K+ 5.08% |
$199K - $232K
|
75.4K
$4.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.58K+ 10.74% |
$195K - $228K
|
36.9K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.17K+ 4.86% |
$173K - $201K
|
68.3K
$4.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.35K+ 3.3% |
$128K - $149K
|
73.4K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.3K+ 7.78% |
$125K - $146K
|
31.8K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.12K+ 9.53% |
$115K - $135K
|
24.3K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.84K+ 45.77% |
$100K - $117K
|
5.85K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.75K+ 5.21% |
$95.1K - $111K
|
35.2K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.74K+ 2.87% |
$94.6K - $110K
|
62.2K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 5.93% |
$93.2K - $109K
|
30.6K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.6K+ 22.44% |
$87.3K - $102K
|
8.74K
$529K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.48K+ 10.46% |
$80.5K - $93.9K
|
15.6K
$944K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.45K+ 3.69% |
$78.9K - $92.1K
|
40.7K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35K+ 11.51% |
$73.6K - $86K
|
13.1K
$792K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.24K+ 1.88% |
$67.6K - $78.9K
|
67.2K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 4.78% |
$63.8K - $74.4K
|
25.6K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 1.89% |
$60.7K - $70.9K
|
60K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.1K+ 2.55% |
$60.2K - $70.2K
|
44.5K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.06K+ 12.24% |
$57.7K - $67.3K
|
9.7K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.01K+ 91.55% |
$54.9K - $64.1K
|
2.11K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
965+ 5.39% |
$52.6K - $61.4K
|
18.9K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
865+ 15.57% |
$47.2K - $55K
|
6.42K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
763+ 62.59% |
$41.6K - $48.5K
|
1.98K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
691New |
$37.7K - $44K
|
691
$41.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
569+ 6.48% |
$31K - $36.2K
|
9.35K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
555+ 33.68% |
$30.3K - $35.3K
|
2.2K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
540+ 1.96% |
$29.4K - $34.4K
|
28.1K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
532+ 7.65% |
$29K - $33.9K
|
7.49K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
532+ 5.19% |
$29K - $33.9K
|
10.8K
$652K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
515New |
$28.1K - $32.8K
|
515
$31.2K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$21.8K - $25.5K
|
400
$24.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
389+ 9.72% |
$21.2K - $24.8K
|
4.39K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
360New |
$19.6K - $22.9K
|
360
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350+ 673.08% |
$19.1K - $22.3K
|
402
$24.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
249+ 6.46% |
$13.6K - $15.8K
|
4.11K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
220New |
$12K - $14K
|
220
$13.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
154+ 2.84% |
$8.39K - $9.8K
|
5.59K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
147+ 2.76% |
$8.01K - $9.35K
|
5.47K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 77.0% |
$4.2K - $4.9K
|
177
$10.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 4.14% |
$4.09K - $4.77K
|
1.89K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32New |
$1.74K - $2.04K
|
32
$1.94K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$1.58K - $1.85K
|
29
$1.76K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2+ 0.05% |
$109 - $127
|
3.97K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2- 6.25% |
$109 - $127
|
30
$1.82K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 1.25% |
$545 - $636
|
789
$47.8K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-35- 9.54% |
$1.91K - $2.23K
|
332
$20.1K
|