Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
785+ 17.29% |
$47.2K - $52.1K
|
5.33K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540+ 12.84% |
$32.5K - $35.9K
|
4.75K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
329New |
$19.8K - $21.8K
|
329
$20.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
329+ 70.0% |
$19.8K - $21.8K
|
799
$49.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
309+ 8.34% |
$18.6K - $20.5K
|
4.02K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
297New |
$17.8K - $19.7K
|
297
$18.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 32.55% |
$14.1K - $15.5K
|
953
$59K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
225+ 5.96% |
$13.5K - $14.9K
|
4K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
176+ 0.29% |
$10.6K - $11.7K
|
60.5K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
161+ 78.16% |
$9.68K - $10.7K
|
367
$22.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
114+ 2.09% |
$6.85K - $7.57K
|
5.56K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$6.01K - $6.64K
|
100
$6.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$4.87K - $5.38K
|
81
$5.01K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.95% |
$4.33K - $4.78K
|
7.68K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
53New |
$3.19K - $3.52K
|
53
$3.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$3.01K - $3.32K
|
50
$3.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33New |
$1.98K - $2.19K
|
33
$2.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 1.52% |
$601 - $664
|
649
$40.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-65- 0.09% |
$3.91K - $4.32K
|
71K
$4.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-98- 1.29% |
$5.89K - $6.51K
|
7.5K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-713- 5.75% |
$42.9K - $47.3K
|
11.7K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-876- 13.57% |
$52.6K - $58.2K
|
5.58K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.03K- 0.69% |
$62K - $68.5K
|
148K
$9.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.37K- 10.65% |
$82K - $90.6K
|
11.5K
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.33K- 25.44% |
$140K - $155K
|
6.84K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.7K- 14.56% |
$283K - $312K
|
27.6K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 67.6% |
$723K - $799K
|
5.77K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-16.1K- 7.83% |
$968K - $1.07M
|
190K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-23K- 50.93% |
$1.38M - $1.53M
|
22.2K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-131K- 95.93% |
$7.87M - $8.7M
|
5.56K
$344K
|