Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
320KNew |
$17.4M - $18.7M
|
320K
$19.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 23.81% |
$8.6M - $9.23M
|
824K
$50.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
145KNew |
$7.88M - $8.46M
|
145K
$8.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 315.13% |
$6.35M - $6.81M
|
154K
$9.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
114KNew |
$6.17M - $6.62M
|
114K
$6.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.5K+ 77.07% |
$4.26M - $4.57M
|
180K
$11M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
65.8K+ 42.1% |
$3.58M - $3.84M
|
222K
$13.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.7K+ 116.47% |
$2.54M - $2.72M
|
86.8K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.6KNew |
$2.15M - $2.31M
|
39.6K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.5KNew |
$2.09M - $2.24M
|
38.5K
$2.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.2KNew |
$2.07M - $2.22M
|
38.2K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20.8KNew |
$1.13M - $1.21M
|
20.8K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 627.59% |
$1.08M - $1.16M
|
23.1K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.4K+ 37.74% |
$1.06M - $1.13M
|
71K
$4.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1KNew |
$819K - $879K
|
15.1K
$921K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
15K+ 15.08% |
$812K - $872K
|
114K
$6.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.4K+ 105.41% |
$730K - $783K
|
26.2K
$1.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.2K+ 59.02% |
$665K - $713K
|
33K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 28.38% |
$636K - $683K
|
53K
$3.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 40.76% |
$622K - $668K
|
39.6K
$2.42M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$551K - $591K
|
10.1K
$620K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.77K+ 18.61% |
$531K - $569K
|
62.3K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.7K+ 141.34% |
$527K - $565K
|
16.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.98KNew |
$488K - $524K
|
8.98K
$549K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.83K+ 24536.11% |
$480K - $515K
|
8.87K
$542K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 21.74% |
$391K - $420K
|
40.4K
$2.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.87K+ 23.47% |
$319K - $342K
|
30.9K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.47K+ 55.86% |
$297K - $319K
|
15.3K
$932K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.46K+ 148.37% |
$296K - $318K
|
9.14K
$558K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.46K+ 62.12% |
$296K - $318K
|
14.2K
$870K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.07KNew |
$276K - $296K
|
5.07K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.95KNew |
$269K - $288K
|
4.95K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$224K - $241K
|
4.13K
$252K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.1KNew |
$222K - $239K
|
4.1K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.91KNew |
$212K - $228K
|
3.91K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.07K+ 26.61% |
$167K - $179K
|
14.6K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.06K+ 118.04% |
$166K - $178K
|
5.64K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.98K+ 28.05% |
$162K - $174K
|
13.6K
$830K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.74K+ 4.54% |
$149K - $160K
|
63.2K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71K+ 42.1% |
$147K - $158K
|
9.14K
$559K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.38K+ 3.98% |
$129K - $139K
|
62.2K
$3.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.74K+ 34.94% |
$94.3K - $101K
|
6.71K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 26.78% |
$74.1K - $79.5K
|
6.46K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 2.51% |
$63.1K - $67.7K
|
47.5K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 3.44% |
$56K - $60.1K
|
31K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
981+ 6.12% |
$53.3K - $57.2K
|
17K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
760+ 76.0% |
$41.3K - $44.3K
|
1.76K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
733+ 1.68% |
$39.8K - $42.7K
|
44.4K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
424+ 1.53% |
$23K - $24.7K
|
28.1K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
361New |
$19.6K - $21K
|
361
$22.1K
|