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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
262KNew |
$14.3M - $16.7M
|
262K
$14.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
82.2K+ 130.72% |
$4.48M - $5.23M
|
145K
$8.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
61.4K+ 18.29% |
$3.35M - $3.91M
|
397K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$787K - $919K
|
14.4K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.95K+ 184.21% |
$542K - $633K
|
15.4K
$855K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.99K+ 2.34% |
$436K - $509K
|
349K
$19.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.83K+ 65.96% |
$372K - $435K
|
17.2K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38K+ 10.8% |
$348K - $406K
|
65.4K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.58K+ 3.76% |
$304K - $355K
|
154K
$8.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.23K+ 6.21% |
$285K - $333K
|
89.4K
$4.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.58K+ 10.74% |
$195K - $228K
|
36.9K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.74K+ 2.87% |
$94.6K - $110K
|
62.2K
$3.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.48K+ 10.46% |
$80.5K - $93.9K
|
15.6K
$869K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 4.78% |
$63.8K - $74.4K
|
25.6K
$1.43M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
569+ 6.48% |
$31K - $36.2K
|
9.35K
$521K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
400New |
$21.8K - $25.5K
|
400
$22.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
389+ 9.72% |
$21.2K - $24.8K
|
4.39K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
249+ 6.46% |
$13.6K - $15.8K
|
4.11K
$229K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
428K+ 38.85% |
$25.7M - $28.4M
|
1.53M
$85.2M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
186KNew |
$11.2M - $12.3M
|
186K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
161KNew |
$9.66M - $10.7M
|
161K
$8.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
131KNew |
$7.87M - $8.69M
|
131K
$7.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
125KNew |
$7.51M - $8.3M
|
125K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
116KNew |
$6.96M - $7.69M
|
116K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.4K+ 47.6% |
$4.47M - $4.94M
|
231K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.6K+ 178.87% |
$4.42M - $4.89M
|
115K
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
71.3K+ 20.57% |
$4.29M - $4.74M
|
418K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60.5KNew |
$3.63M - $4.02M
|
60.5K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.9KNew |
$3.54M - $3.91M
|
58.9K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 223.51% |
$3.07M - $3.39M
|
73.9K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.4K+ 60.51% |
$2.91M - $3.21M
|
128K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
43.4KNew |
$2.61M - $2.88M
|
43.4K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
39.3KNew |
$2.36M - $2.61M
|
39.3K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
36.7K+ 82.22% |
$2.21M - $2.44M
|
81.4K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
31.6KNew |
$1.9M - $2.1M
|
31.6K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 14.61% |
$1.89M - $2.09M
|
247K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
30.6KNew |
$1.84M - $2.03M
|
30.6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3K+ 74.75% |
$1.58M - $1.75M
|
61.5K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24.9K+ 8.0% |
$1.49M - $1.65M
|
336K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4KNew |
$1.41M - $1.55M
|
23.4K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.1K+ 22.45% |
$1.21M - $1.33M
|
109K
$6.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.8KNew |
$1.19M - $1.32M
|
19.8K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.3K+ 2.41% |
$1.16M - $1.28M
|
820K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
17.9KNew |
$1.08M - $1.19M
|
17.9K
$997K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.1K+ 28.0% |
$1.03M - $1.14M
|
78.4K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.9KNew |
$897K - $991K
|
14.9K
$832K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$891K - $984K
|
14.8K
$826K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 27.21% |
$818K - $904K
|
63.6K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$616K - $680K
|
10.2K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.85K+ 15.03% |
$592K - $654K
|
75.4K
$4.2M
|
|