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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-23K- 82.62% |
$1.36M - $1.48M
|
4.84K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
250+ 185.19% |
$14.8K - $16.1K
|
385
$24.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.4K+ 6.76% |
$320K - $348K
|
85.3K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-159K- 8.06% |
$9.43M - $10.3M
|
1.82M
$114M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.07K+ 9.07% |
$63K - $68.7K
|
12.8K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.16KNew |
$305K - $332K
|
5.16K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
98.8K+ 74.73% |
$5.85M - $6.37M
|
231K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.27K+ 423.45% |
$193K - $211K
|
4.04K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.73K+ 7.61% |
$102K - $111K
|
24.4K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 24.11% |
$117K - $128K
|
6.24K
$392K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.34KNew |
$139K - $151K
|
2.34K
$147K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 0.32% |
$2.01M - $2.19M
|
10.5M
$661M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
468New |
$27.7K - $30.2K
|
468
$29.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75.9K+ 8.83% |
$4.49M - $4.9M
|
936K
$58.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
4.48KNew |
$265K - $289K
|
4.48K
$281K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-850- 3.13% |
$50.3K - $54.8K
|
26.3K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-475- 4.88% |
$28.1K - $30.6K
|
9.26K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
352+ 10.33% |
$20.8K - $22.7K
|
3.76K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.42KNew |
$380K - $414K
|
6.42K
$403K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-567- 61.9% |
$33.6K - $36.6K
|
349
$21.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
807+ 0.52% |
$47.8K - $52K
|
157K
$9.87M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 0.75% |
$2.72K - $2.97K
|
6.17K
$387K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
12.9K+ 8.35% |
$762K - $830K
|
167K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-14.8K- 56.73% |
$875K - $953K
|
11.3K
$708K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-215- 63.05% |
$12.7K - $13.9K
|
126
$7.91K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
158+ 1.5% |
$9.35K - $10.2K
|
10.7K
$670K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.25KNew |
$193K - $210K
|
3.25K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-150- 7.96% |
$8.88K - $9.67K
|
1.74K
$109K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
231+ 2.64% |
$13.7K - $14.9K
|
8.97K
$563K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.38K+ 24.78% |
$81.5K - $88.8K
|
6.94K
$435K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
401+ 2.33% |
$23.7K - $25.9K
|
17.6K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.1K+ 13.21% |
$2.25M - $2.46M
|
326K
$20.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
18.3K+ 16.9% |
$1.08M - $1.18M
|
127K
$7.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 7.71% |
$640K - $697K
|
151K
$9.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
835+ 14.01% |
$49.4K - $53.8K
|
6.8K
$426K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57+ 8.51% |
$3.37K - $3.67K
|
727
$45.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-220- 75.86% |
$13K - $14.2K
|
70
$4.39K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.1K+ 17.41% |
$64.8K - $70.6K
|
7.38K
$463K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 5.3% |
$141K - $154K
|
47.4K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.41K+ 12.6% |
$143K - $156K
|
21.6K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.53KNew |
$209K - $227K
|
3.53K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.3K- 61.87% |
$2.27M - $2.47M
|
23.6K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
483+ 0.65% |
$28.6K - $31.1K
|
74.6K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$296 - $322
|
5
$314
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.76K+ 44.5% |
$282K - $307K
|
15.4K
$969K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
303+ 9.33% |
$17.9K - $19.5K
|
3.55K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-219- 0.39% |
$13K - $14.1K
|
56.6K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.96K+ 12.14% |
$234K - $255K
|
36.6K
$2.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
20.9KNew |
$1.24M - $1.35M
|
20.9K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
54.1K+ 455.12% |
$3.2M - $3.48M
|
65.9K
$4.14M
|
|