Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.2K+ 25.83% |
$4.08M - $4.89M
|
439K
$28.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.5K+ 234.27% |
$3.1M - $3.72M
|
97.8K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
59.5KNew |
$2.69M - $3.23M
|
59.5K
$3.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
57.4KNew |
$2.6M - $3.11M
|
57.4K
$3.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
46.5KNew |
$2.1M - $2.52M
|
46.5K
$3M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
41.5KNew |
$1.88M - $2.25M
|
41.5K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.1K+ 503.89% |
$1.5M - $1.8M
|
39.7K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5KNew |
$654K - $784K
|
14.5K
$932K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 30.91% |
$578K - $692K
|
54.1K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12.3KNew |
$557K - $668K
|
12.3K
$793K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.2K+ 66.82% |
$551K - $661K
|
30.4K
$1.96M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$525K - $629K
|
11.6K
$747K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.1K+ 8.31% |
$459K - $550K
|
132K
$8.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.79KNew |
$443K - $531K
|
9.79K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
9.2K+ 212.06% |
$416K - $499K
|
13.5K
$872K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6.89KNew |
$312K - $374K
|
6.89K
$444K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.57K+ 15.43% |
$297K - $356K
|
49.2K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.51KNew |
$249K - $299K
|
5.51K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 21.01% |
$201K - $241K
|
25.6K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.98K+ 30.71% |
$180K - $216K
|
17K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.93KNew |
$178K - $213K
|
3.93K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.92KNew |
$177K - $213K
|
3.92K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.76KNew |
$170K - $204K
|
3.76K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.18K+ 13.81% |
$144K - $172K
|
26.2K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.69KNew |
$122K - $146K
|
2.69K
$173K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.61K+ 32.66% |
$118K - $141K
|
10.6K
$683K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.4K+ 8.59% |
$109K - $130K
|
30.4K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.31KNew |
$59.4K - $71.1K
|
1.31K
$84.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 74.32% |
$55.5K - $66.5K
|
2.88K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2KNew |
$54.4K - $65.1K
|
1.2K
$77.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 6.8% |
$51.1K - $61.2K
|
17.7K
$1.14M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09K+ 43.39% |
$49.2K - $58.9K
|
3.59K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
879New |
$39.8K - $47.7K
|
879
$56.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
583+ 7.56% |
$26.4K - $31.6K
|
8.29K
$534K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 12.48% |
$22.6K - $27.1K
|
4.51K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
415+ 4.49% |
$18.8K - $22.5K
|
9.65K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
240+ 0.7% |
$10.9K - $13K
|
34.5K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
141New |
$6.38K - $7.65K
|
141
$9.09K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$3.26K - $3.9K
|
72
$4.64K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.2% |
$362 - $434
|
676
$43.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 1.64% |
$45.3 - $54.2
|
62
$4K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-52- 98.11% |
$2.35K - $2.82K
|
1
$64.4
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-198- 3.27% |
$8.96K - $10.7K
|
5.85K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-218- 0.87% |
$9.87K - $11.8K
|
24.7K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-649- 15.31% |
$29.4K - $35.2K
|
3.59K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.23K- 99.92% |
$55.8K - $66.9K
|
1
$64.4
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.59K- 3.9% |
$71.8K - $86K
|
39.1K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.77K- 7.53% |
$80.2K - $96K
|
21.8K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.4K- 47.09% |
$109K - $130K
|
2.7K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.73K- 22.2% |
$169K - $202K
|
13.1K
$841K
|