Purchases and Sales Made in Q3 2025 in J P Morgan Exchange Traded Fd (JMEE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JMEE) during Q3 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
197K+ 3842.78% |
$11.7M - $12.7M
|
202K
$12.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
111KNew |
$6.59M - $7.18M
|
111K
$6.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
98.8K+ 74.73% |
$5.85M - $6.37M
|
231K
$14.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75.9K+ 8.83% |
$4.49M - $4.9M
|
936K
$58.7M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.5K+ 9.9% |
$2.39M - $2.61M
|
449K
$28.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
40.2KNew |
$2.38M - $2.59M
|
40.2K
$2.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.1K+ 13.21% |
$2.25M - $2.46M
|
326K
$20.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 0.32% |
$2.01M - $2.19M
|
10.5M
$661M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
32.7K+ 7.38% |
$1.93M - $2.11M
|
475K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1KNew |
$1.84M - $2.01M
|
31.1K
$1.95M
|
|
|
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 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
20.9KNew |
$1.24M - $1.35M
|
20.9K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
19.9K+ 6.99% |
$1.18M - $1.28M
|
305K
$19.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
19.4K+ 2.42% |
$1.15M - $1.25M
|
819K
$51.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
18.3K+ 16.9% |
$1.08M - $1.18M
|
127K
$7.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.8K+ 16.04% |
$933K - $1.02M
|
114K
$7.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
12.9K+ 8.35% |
$762K - $830K
|
167K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 150.71% |
$755K - $822K
|
21.2K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 7.71% |
$640K - $697K
|
151K
$9.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.25KNew |
$547K - $596K
|
9.25K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.04K+ 1.07% |
$535K - $582K
|
855K
$53.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.42K+ 10.37% |
$498K - $543K
|
89.6K
$5.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.42KNew |
$380K - $414K
|
6.42K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.96K+ 48.93% |
$353K - $384K
|
18.1K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.4K+ 6.76% |
$320K - $348K
|
85.3K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.23K+ 3.35% |
$310K - $337K
|
161K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.16KNew |
$305K - $332K
|
5.16K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.1K+ 1.32% |
$302K - $329K
|
393K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.87K+ 2.47% |
$288K - $314K
|
202K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.76K+ 32.38% |
$282K - $307K
|
19.5K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.76K+ 44.5% |
$282K - $307K
|
15.4K
$969K
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
4.48KNew |
$265K - $289K
|
4.48K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.33K+ 31.62% |
$256K - $279K
|
18K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.96K+ 12.14% |
$234K - $255K
|
36.6K
$2.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.77K+ 20.39% |
$223K - $243K
|
22.3K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.53KNew |
$209K - $227K
|
3.53K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.49KNew |
$207K - $225K
|
3.49K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.27K+ 423.45% |
$193K - $211K
|
4.04K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.26KNew |
$193K - $210K
|
3.26K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.25KNew |
$193K - $210K
|
3.25K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.17KNew |
$188K - $204K
|
3.17K
$199K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.8K+ 6.8% |
$166K - $180K
|
44K
$2.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.41K+ 12.6% |
$143K - $156K
|
21.6K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 5.3% |
$141K - $154K
|
47.4K
$2.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.34KNew |
$139K - $151K
|
2.34K
$147K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 3.24% |
$122K - $133K
|
65.8K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.73K+ 7.61% |
$102K - $111K
|
24.4K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 4.51% |
$99.9K - $109K
|
39.1K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 3.09% |
$96.5K - $105K
|
54.3K
$3.41M
|
|