Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JMEE)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JMEE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-710- 7.67% |
$43.5K - $45.9K
|
8.55K
$536K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11.3K+ 6.74% |
$690K - $728K
|
178K
$11.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
499+ 7.28% |
$30.6K - $32.3K
|
7.35K
$461K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17New |
$1.04K - $1.1K
|
17
$1.07K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.14K+ 36.68% |
$438K - $462K
|
26.6K
$1.67M
|
|
|
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
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
195+ 0.12% |
$12K - $12.6K
|
158K
$9.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.21K+ 5.55% |
$74.3K - $78.4K
|
23.1K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 9.94% |
$144K - $152K
|
26K
$1.63M
|
|
|
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
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
196+ 6.02% |
$12K - $12.7K
|
3.45K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.24K+ 4.15% |
$198K - $209K
|
81.1K
$5.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-15.7K- 41.28% |
$960K - $1.01M
|
22.3K
$1.4M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 15.33% |
$8.29K - $9.03K
|
773
$48.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
100New |
$5.92K - $6.45K
|
100
$6.27K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
111KNew |
$6.59M - $7.18M
|
111K
$6.99M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
589+ 11.97% |
$34.9K - $38K
|
5.51K
$346K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.61K- 4.77% |
$214K - $233K
|
72K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-463- 12.05% |
$27.4K - $29.8K
|
3.38K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-42- 0.76% |
$2.49K - $2.71K
|
5.5K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
210+ 0.75% |
$12.4K - $13.5K
|
28.3K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1KNew |
$1.84M - $2.01M
|
31.1K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.53K- 11.59% |
$386K - $421K
|
49.8K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.7K- 68.63% |
$1.04M - $1.14M
|
8.07K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 150.71% |
$755K - $822K
|
21.2K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 17.75% |
$6.15M - $6.69M
|
481K
$30.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
149+ 42.21% |
$8.82K - $9.61K
|
502
$31.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.25KNew |
$547K - $596K
|
9.25K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.08K- 2.74% |
$419K - $456K
|
252K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.96K+ 48.93% |
$353K - $384K
|
18.1K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.04K+ 1.07% |
$535K - $582K
|
855K
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 4.51% |
$99.9K - $109K
|
39.1K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-3.58K- 2.97% |
$212K - $230K
|
117K
$7.33M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
592+ 7.55% |
$35K - $38.2K
|
8.44K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.17KNew |
$188K - $204K
|
3.17K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.6K- 58.81% |
$630K - $686K
|
7.45K
$468K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.5K+ 9.9% |
$2.39M - $2.61M
|
449K
$28.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.26KNew |
$193K - $210K
|
3.26K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 44.71% |
$11K - $12K
|
230
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.49KNew |
$207K - $225K
|
3.49K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 3.09% |
$96.5K - $105K
|
54.3K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29K- 5.0% |
$1.72M - $1.87M
|
551K
$34.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61K- 88.35% |
$3.61M - $3.94M
|
8.05K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.79K- 25.84% |
$106K - $116K
|
5.14K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-32.4K- 46.92% |
$1.92M - $2.09M
|
36.7K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.8K+ 16.04% |
$933K - $1.02M
|
114K
$7.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
995+ 2.14% |
$58.9K - $64.1K
|
47.4K
$2.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
943+ 22.78% |
$55.8K - $60.8K
|
5.08K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|