Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JMEE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JMEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
186KNew |
$11.2M - $12.3M
|
186K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
161KNew |
$9.66M - $10.7M
|
161K
$9.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
131KNew |
$7.87M - $8.69M
|
131K
$8.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
116KNew |
$6.96M - $7.69M
|
116K
$7.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.6K+ 178.87% |
$4.42M - $4.89M
|
115K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
71.3K+ 20.57% |
$4.29M - $4.74M
|
418K
$25.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
63.5K+ 64.22% |
$3.82M - $4.22M
|
162K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60.5KNew |
$3.63M - $4.02M
|
60.5K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 223.51% |
$3.07M - $3.39M
|
73.9K
$4.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36.7K+ 82.22% |
$2.21M - $2.44M
|
81.4K
$5.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
31.6KNew |
$1.9M - $2.1M
|
31.6K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 14.61% |
$1.89M - $2.09M
|
247K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
30.6KNew |
$1.84M - $2.03M
|
30.6K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24.9K+ 8.0% |
$1.49M - $1.65M
|
336K
$20.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24.5KNew |
$1.47M - $1.62M
|
24.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4KNew |
$1.41M - $1.55M
|
23.4K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 139.07% |
$1.17M - $1.29M
|
33.3K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.3K+ 2.41% |
$1.16M - $1.28M
|
820K
$50.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.9KNew |
$897K - $991K
|
14.9K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$891K - $984K
|
14.8K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.2K+ 4.35% |
$855K - $945K
|
341K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 27.21% |
$818K - $904K
|
63.6K
$3.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
10.4KNew |
$622K - $688K
|
10.4K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
9.29K+ 3.78% |
$558K - $617K
|
255K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.83K+ 6.8% |
$531K - $586K
|
139K
$8.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.38K+ 11.92% |
$504K - $556K
|
78.7K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.03K+ 12.6% |
$482K - $533K
|
71.7K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.39KNew |
$444K - $491K
|
7.39K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.27K+ 47.22% |
$437K - $483K
|
22.7K
$1.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5.46K+ 164.78% |
$328K - $363K
|
8.78K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.4KNew |
$325K - $359K
|
5.4K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.35K+ 25.53% |
$262K - $289K
|
21.4K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.96K+ 3.48% |
$238K - $263K
|
118K
$7.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.86KNew |
$232K - $256K
|
3.86K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.85KNew |
$232K - $256K
|
3.85K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.64K+ 10.21% |
$219K - $241K
|
39.3K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.46K+ 36.95% |
$208K - $230K
|
12.8K
$793K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.24K+ 32.0% |
$195K - $215K
|
13.4K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.81K+ 17.29% |
$169K - $186K
|
19K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.71K+ 36.87% |
$163K - $180K
|
10.1K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.67K+ 4.27% |
$161K - $177K
|
65.2K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 4.74% |
$126K - $139K
|
46.2K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.05K+ 25.23% |
$123K - $136K
|
10.2K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 30.09% |
$95.3K - $105K
|
6.85K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.41K+ 11.08% |
$84.6K - $93.5K
|
14.1K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 9.33% |
$80.5K - $89K
|
15.7K
$972K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 7.8% |
$77.3K - $85.4K
|
17.8K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.28K+ 12.22% |
$76.8K - $84.9K
|
11.7K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22KNew |
$73.3K - $80.9K
|
1.22K
$75.5K
|