Purchases and Sales Made in Q4 2025 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 2025. 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, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
31.5K+ 42.31% |
$1.93M - $2.04M
|
106K
$6.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.6K+ 5.72% |
$710K - $749K
|
214K
$13.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11.3K+ 6.74% |
$690K - $728K
|
178K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.14K+ 36.68% |
$438K - $462K
|
26.6K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.24K+ 4.15% |
$198K - $209K
|
81.1K
$5.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.48K+ 2.78% |
$152K - $160K
|
91.6K
$5.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 9.94% |
$144K - $152K
|
26K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.59K+ 42.2% |
$97.2K - $103K
|
5.34K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.21K+ 5.55% |
$74.3K - $78.4K
|
23.1K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
499+ 7.28% |
$30.6K - $32.3K
|
7.35K
$461K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
202+ 4.31% |
$12.4K - $13.1K
|
4.89K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
196+ 6.02% |
$12K - $12.7K
|
3.45K
$216K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
195+ 0.12% |
$12K - $12.6K
|
158K
$9.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
38New |
$2.33K - $2.46K
|
38
$2.38K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19New |
$1.16K - $1.23K
|
19
$1.19K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17New |
$1.04K - $1.1K
|
17
$1.07K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
9+ 0.25% |
$552 - $582
|
3.56K
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.89% |
$61.3 - $64.7
|
54
$3.39K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 1.01% |
$123 - $129
|
196
$12.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-710- 7.67% |
$43.5K - $45.9K
|
8.55K
$536K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-719- 14.86% |
$44.1K - $46.5K
|
4.12K
$258K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.61K- 5.93% |
$160K - $169K
|
41.4K
$2.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-15.7K- 41.28% |
$960K - $1.01M
|
22.3K
$1.4M
|
|