Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.59K+ 10.9% |
$89K - $97.2K
|
16.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.57KNew |
$87.4K - $95.5K
|
1.57K
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.55K+ 9.99% |
$86.4K - $94.5K
|
17K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.53K+ 2.45% |
$85.2K - $93.1K
|
63.7K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.33K+ 14.52% |
$74K - $80.9K
|
10.5K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.27K+ 2.07% |
$70.9K - $77.5K
|
62.5K
$4.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 27.46% |
$63.3K - $69.2K
|
5.27K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
892+ 13.3% |
$49.8K - $54.4K
|
7.6K
$497K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
787+ 23.03% |
$43.9K - $48K
|
4.21K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
594+ 72.09% |
$33.2K - $36.2K
|
1.42K
$92.8K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
483+ 6.78% |
$27K - $29.5K
|
7.61K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
455+ 5.07% |
$25.4K - $27.8K
|
9.44K
$617K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
445+ 10.86% |
$24.8K - $27.1K
|
4.54K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
370+ 7.29% |
$20.6K - $22.6K
|
5.44K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
354+ 2.6% |
$19.8K - $21.6K
|
13.9K
$912K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
338+ 0.3% |
$18.9K - $20.6K
|
114K
$7.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
327+ 2.17% |
$18.2K - $20K
|
15.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
217+ 442.86% |
$12.1K - $13.2K
|
266
$17.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
206New |
$11.5K - $12.6K
|
206
$13.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126+ 0.88% |
$7.03K - $7.69K
|
14.4K
$940K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
100New |
$5.58K - $6.1K
|
100
$6.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
75+ 0.12% |
$4.19K - $4.58K
|
60.3K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 2.84% |
$2.79K - $3.05K
|
1.81K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29+ 0.32% |
$1.62K - $1.77K
|
9.17K
$600K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
27New |
$1.51K - $1.65K
|
27
$1.77K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17+ 0.45% |
$949 - $1.04K
|
3.78K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 30.61% |
$837 - $915
|
64
$4.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 1.2% |
$446 - $488
|
659
$43.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-48- 0.59% |
$2.68K - $2.93K
|
8.11K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-128- 3.28% |
$7.14K - $7.81K
|
3.78K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-279- 53.86% |
$15.6K - $17K
|
239
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 38.96% |
$16.7K - $18.3K
|
470
$30.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-374- 3.57% |
$20.9K - $22.8K
|
10.1K
$662K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-522- 3.07% |
$29.1K - $31.8K
|
16.5K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.65K- 18.04% |
$92.3K - $101K
|
7.51K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.38K- 11.06% |
$244K - $267K
|
35.2K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.56K- 17.42% |
$255K - $278K
|
21.6K
$1.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.58K- 26.34% |
$256K - $280K
|
12.8K
$839K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-17.1K- 27.39% |
$952K - $1.04M
|
45.2K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.7K- 53.75% |
$1.15M - $1.26M
|
17.8K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-43K- 37.68% |
$2.4M - $2.62M
|
71.1K
$4.65M
|