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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
336KNew |
$20.2M - $22.3M
|
336K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
186KNew |
$11.2M - $12.3M
|
186K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
137KNew |
$8.21M - $9.07M
|
137K
$8.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
116KNew |
$6.96M - $7.69M
|
116K
$7.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
63.5K+ 64.22% |
$3.82M - $4.22M
|
162K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60.5KNew |
$3.63M - $4.02M
|
60.5K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 223.51% |
$3.07M - $3.39M
|
73.9K
$4.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
30.6KNew |
$1.84M - $2.03M
|
30.6K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24.9K+ 8.0% |
$1.49M - $1.65M
|
336K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24.5KNew |
$1.47M - $1.62M
|
24.5K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 139.07% |
$1.17M - $1.29M
|
33.3K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.3K+ 2.41% |
$1.16M - $1.28M
|
820K
$51.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.9KNew |
$897K - $991K
|
14.9K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.2K+ 4.35% |
$855K - $945K
|
341K
$21.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
10.4KNew |
$622K - $688K
|
10.4K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
9.29K+ 3.78% |
$558K - $617K
|
255K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.03K+ 12.6% |
$482K - $533K
|
71.7K
$4.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.27K+ 47.22% |
$437K - $483K
|
22.7K
$1.42M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5.46K+ 164.78% |
$328K - $363K
|
8.78K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.4KNew |
$325K - $359K
|
5.4K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.35K+ 25.53% |
$262K - $289K
|
21.4K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.86KNew |
$232K - $256K
|
3.86K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.81K+ 17.29% |
$169K - $186K
|
19K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.71K+ 36.87% |
$163K - $180K
|
10.1K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 4.74% |
$126K - $139K
|
46.2K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.05K+ 25.23% |
$123K - $136K
|
10.2K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 30.09% |
$95.3K - $105K
|
6.85K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.41K+ 11.08% |
$84.6K - $93.5K
|
14.1K
$882K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 9.33% |
$80.5K - $89K
|
15.7K
$982K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22KNew |
$73.3K - $80.9K
|
1.22K
$76.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
785+ 17.29% |
$47.2K - $52.1K
|
5.33K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540+ 12.84% |
$32.5K - $35.9K
|
4.75K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
329New |
$19.8K - $21.8K
|
329
$20.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
225+ 5.96% |
$13.5K - $14.9K
|
4K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
176+ 0.29% |
$10.6K - $11.7K
|
60.5K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
161+ 78.16% |
$9.68K - $10.7K
|
367
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
114+ 2.09% |
$6.85K - $7.57K
|
5.56K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$4.87K - $5.38K
|
81
$5.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
53New |
$3.19K - $3.52K
|
53
$3.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$3.01K - $3.32K
|
50
$3.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33New |
$1.98K - $2.19K
|
33
$2.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 1.52% |
$601 - $664
|
649
$40.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-65- 0.09% |
$3.91K - $4.32K
|
71K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-98- 1.29% |
$5.89K - $6.51K
|
7.5K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-713- 5.75% |
$42.9K - $47.3K
|
11.7K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.03K- 0.69% |
$62K - $68.5K
|
148K
$9.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.37K- 10.65% |
$82K - $90.6K
|
11.5K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 67.6% |
$723K - $799K
|
5.77K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-16.1K- 7.83% |
$968K - $1.07M
|
190K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-131K- 95.93% |
$7.87M - $8.7M
|
5.56K
$347K
|