Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
428K+ 38.85% |
$25.7M - $28.4M
|
1.53M
$87.1M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
336KNew |
$20.2M - $22.3M
|
336K
$19.1M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
186KNew |
$11.2M - $12.3M
|
186K
$10.6M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
161KNew |
$9.66M - $10.7M
|
161K
$9.16M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
137KNew |
$8.21M - $9.07M
|
137K
$7.79M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
131KNew |
$7.87M - $8.69M
|
131K
$7.46M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
125KNew |
$7.51M - $8.3M
|
125K
$7.13M
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
116KNew |
$6.96M - $7.69M
|
116K
$6.61M
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
84.2KNew |
$5.06M - $5.59M
|
84.2K
$4.8M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.4K+ 47.6% |
$4.47M - $4.94M
|
231K
$13.1M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.6K+ 178.87% |
$4.42M - $4.89M
|
115K
$6.54M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
71.3K+ 20.57% |
$4.29M - $4.74M
|
418K
$23.8M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
63.5K+ 64.22% |
$3.82M - $4.22M
|
162K
$9.26M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60.5KNew |
$3.63M - $4.02M
|
60.5K
$3.45M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.9KNew |
$3.54M - $3.91M
|
58.9K
$3.36M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 223.51% |
$3.07M - $3.39M
|
73.9K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.4K+ 60.51% |
$2.91M - $3.21M
|
128K
$7.32M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
43.4KNew |
$2.61M - $2.88M
|
43.4K
$2.47M
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
39.3KNew |
$2.36M - $2.61M
|
39.3K
$2.24M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36.7K+ 82.22% |
$2.21M - $2.44M
|
81.4K
$4.64M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
31.6KNew |
$1.9M - $2.1M
|
31.6K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 14.61% |
$1.89M - $2.09M
|
247K
$14.1M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
30.6KNew |
$1.84M - $2.03M
|
30.6K
$1.74M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3K+ 74.75% |
$1.58M - $1.75M
|
61.5K
$3.51M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24.9K+ 8.0% |
$1.49M - $1.65M
|
336K
$19.2M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24.5KNew |
$1.47M - $1.62M
|
24.5K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4KNew |
$1.41M - $1.55M
|
23.4K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.1K+ 22.45% |
$1.21M - $1.33M
|
109K
$6.24M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.8KNew |
$1.19M - $1.32M
|
19.8K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 139.07% |
$1.17M - $1.29M
|
33.3K
$1.9M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.3K+ 2.41% |
$1.16M - $1.28M
|
820K
$46.7M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
17.9KNew |
$1.08M - $1.19M
|
17.9K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.1K+ 28.0% |
$1.03M - $1.14M
|
78.4K
$4.47M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.9KNew |
$897K - $991K
|
14.9K
$851K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$891K - $984K
|
14.8K
$845K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.2K+ 4.35% |
$855K - $945K
|
341K
$19.5M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 27.21% |
$818K - $904K
|
63.6K
$3.63M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
10.4KNew |
$622K - $688K
|
10.4K
$590K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$616K - $680K
|
10.2K
$584K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.85K+ 15.03% |
$592K - $654K
|
75.4K
$4.3M
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
9.29K+ 3.78% |
$558K - $617K
|
255K
$14.5M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.09KNew |
$546K - $603K
|
9.09K
$518K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.83K+ 6.8% |
$531K - $586K
|
139K
$7.9M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.38K+ 11.92% |
$504K - $556K
|
78.7K
$4.48M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.03K+ 12.6% |
$482K - $533K
|
71.7K
$4.09M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.74K+ 36.66% |
$465K - $514K
|
28.8K
$1.64M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.59K+ 22.99% |
$456K - $504K
|
40.6K
$2.32M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.39KNew |
$444K - $491K
|
7.39K
$421K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.29K+ 17.55% |
$438K - $484K
|
48.8K
$2.78M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.27K+ 47.22% |
$437K - $483K
|
22.7K
$1.29M
|