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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.24K+ 32.0% |
$195K - $215K
|
13.4K
$816K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 43.63% |
$170K - $188K
|
9.33K
$570K
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.81K+ 17.29% |
$169K - $186K
|
19K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.71K+ 36.87% |
$163K - $180K
|
10.1K
$615K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.67K+ 4.27% |
$161K - $177K
|
65.2K
$3.98M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 4.74% |
$126K - $139K
|
46.2K
$2.82M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.05K+ 25.23% |
$123K - $136K
|
10.2K
$620K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.6K+ 5.01% |
$96K - $106K
|
33.5K
$2.05M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 30.09% |
$95.3K - $105K
|
6.85K
$419K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.41K+ 11.08% |
$84.6K - $93.5K
|
14.1K
$863K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 9.33% |
$80.5K - $89K
|
15.7K
$960K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 7.8% |
$77.3K - $85.4K
|
17.8K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.28K+ 12.22% |
$76.8K - $84.9K
|
11.7K
$717K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 21.38% |
$73.6K - $81.3K
|
6.95K
$425K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22KNew |
$73.3K - $80.9K
|
1.22K
$74.5K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
785+ 17.29% |
$47.2K - $52.1K
|
5.33K
$326K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540+ 12.84% |
$32.5K - $35.9K
|
4.75K
$290K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
329+ 70.0% |
$19.8K - $21.8K
|
799
$48.8K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
329New |
$19.8K - $21.8K
|
329
$20.1K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
309+ 8.34% |
$18.6K - $20.5K
|
4.02K
$245K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
297New |
$17.8K - $19.7K
|
297
$18.2K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 32.55% |
$14.1K - $15.5K
|
953
$58.2K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
225+ 5.96% |
$13.5K - $14.9K
|
4K
$245K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
176+ 0.29% |
$10.6K - $11.7K
|
60.5K
$3.7M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
161+ 78.16% |
$9.68K - $10.7K
|
367
$22.4K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
114+ 2.09% |
$6.85K - $7.57K
|
5.56K
$340K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$6.01K - $6.64K
|
100
$6.11K
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
87+ 2.24% |
$5.23K - $5.78K
|
3.97K
$243K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$4.87K - $5.38K
|
81
$4.95K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.95% |
$4.33K - $4.78K
|
7.68K
$470K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
53New |
$3.19K - $3.52K
|
53
$3.24K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$3.01K - $3.32K
|
50
$3.06K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33New |
$1.98K - $2.19K
|
33
$2.02K
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
26+ 0.38% |
$1.56K - $1.73K
|
6.79K
$415K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.7K+ 109.41% |
$4.33M - $4.74M
|
149K
$9.08M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.4K+ 79.99% |
$3.88M - $4.24M
|
156K
$9.55M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
59.9K+ 1060.85% |
$3.34M - $3.65M
|
65.5K
$4M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
52.1K+ 485.72% |
$2.91M - $3.18M
|
62.9K
$3.84M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.6KNew |
$1.99M - $2.17M
|
35.6K
$2.18M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 80.21% |
$1.99M - $2.17M
|
80K
$4.89M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.4KNew |
$1.25M - $1.37M
|
22.4K
$1.37M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.7KNew |
$1.15M - $1.26M
|
20.7K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.9KNew |
$888K - $971K
|
15.9K
$973K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.85K+ 38.32% |
$326K - $357K
|
21.1K
$1.29M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.06K+ 9.92% |
$171K - $187K
|
33.9K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.57KNew |
$87.4K - $95.5K
|
1.57K
$95.7K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
594+ 72.09% |
$33.2K - $36.2K
|
1.42K
$86.7K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
455+ 5.07% |
$25.4K - $27.8K
|
9.44K
$577K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
217+ 442.86% |
$12.1K - $13.2K
|
266
$16.3K
|