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 |
|---|---|---|---|---|---|---|---|
|
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
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.53KNew |
$209K - $227K
|
3.53K
$221K
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.9K+ 79.57% |
$1.36M - $1.48M
|
51.8K
$3.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-90- 1.11% |
$5.33K - $5.8K
|
7.99K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-32.9K- 8.92% |
$1.95M - $2.12M
|
336K
$21.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.33K+ 31.62% |
$256K - $279K
|
18K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-43.3K- 15.09% |
$2.56M - $2.79M
|
243K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 5.7% |
$711K - $775K
|
199K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.45K- 7.68% |
$86.1K - $93.7K
|
17.5K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
189+ 1.6% |
$11.2K - $12.2K
|
12K
$752K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.1K+ 1.32% |
$302K - $329K
|
393K
$24.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.83K- 8.25% |
$167K - $182K
|
31.4K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
659+ 3.89% |
$39K - $42.5K
|
17.6K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
19.9K+ 6.99% |
$1.18M - $1.28M
|
305K
$19.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
926New |
$54.8K - $59.7K
|
926
$58.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
32.7K+ 7.38% |
$1.93M - $2.11M
|
475K
$29.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.77K+ 20.39% |
$223K - $243K
|
22.3K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.4K+ 2.42% |
$1.15M - $1.25M
|
819K
$51.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-357- 6.78% |
$21.1K - $23K
|
4.91K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 1.27% |
$4.14K - $4.51K
|
5.58K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-31.3K- 6.74% |
$1.85M - $2.02M
|
433K
$27.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
197K+ 3842.78% |
$11.7M - $12.7M
|
202K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-211- 51.59% |
$12.5K - $13.6K
|
198
$12.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.8K+ 6.8% |
$166K - $180K
|
44K
$2.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.85K- 20.06% |
$287K - $313K
|
19.3K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 3.24% |
$122K - $133K
|
65.8K
$4.13M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.06K+ 4.05% |
$298K - $359K
|
156K
$9.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.3K- 47.95% |
$1.39M - $1.67M
|
30.7K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.62K- 61.68% |
$276K - $333K
|
3.49K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.99KNew |
$196K - $236K
|
3.99K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.03K+ 15.74% |
$50.3K - $60.8K
|
7.54K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
517New |
$25.4K - $30.6K
|
517
$32.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 60.61% |
$981 - $1.18K
|
53
$3.33K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 46.52% |
$777K - $937K
|
49.9K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-471- 9.69% |
$23.1K - $27.9K
|
4.39K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19K+ 29.38% |
$930K - $1.12M
|
83.5K
$5.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
3.55KNew |
$174K - $211K
|
3.55K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8.75KNew |
$429K - $518K
|
8.75K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-114K- 58.77% |
$5.61M - $6.77M
|
80.1K
$5.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
238New |
$11.7K - $14.1K
|
238
$14.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
901+ 22.96% |
$44.2K - $53.4K
|
4.83K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.01% |
$98.1 - $118
|
28.1K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.8KNew |
$921K - $1.11M
|
18.8K
$1.18M
|
|