Purchases and Sales Made in Q1 2024 in J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-218- 1.82% |
$11.9K - $12.6K
|
11.8K
$632K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-225- 1.3% |
$12.3K - $13K
|
17K
$916K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-248- 0.49% |
$13.6K - $14.3K
|
50.5K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-268- 1.09% |
$14.7K - $15.5K
|
24.3K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-278- 4.11% |
$15.2K - $16.1K
|
6.49K
$349K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-282- 2.27% |
$15.4K - $16.3K
|
12.1K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 11.0% |
$16.4K - $17.4K
|
2.43K
$130K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-310- 7.09% |
$17K - $17.9K
|
4.06K
$218K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-318- 0.39% |
$17.4K - $18.4K
|
80.6K
$4.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-330- 0.47% |
$18.1K - $19.1K
|
69.3K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-332- 5.59% |
$18.2K - $19.2K
|
5.61K
$301K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-349- 25.33% |
$19.1K - $20.2K
|
1.03K
$55.3K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-350- 3.68% |
$19.2K - $20.3K
|
9.15K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-379- 3.16% |
$20.8K - $21.9K
|
11.6K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-383- 8.5% |
$21K - $22.2K
|
4.12K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-389- 4.9% |
$21.3K - $22.5K
|
7.54K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-394- 5.81% |
$21.6K - $22.8K
|
6.39K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-400- 0.3% |
$21.9K - $23.1K
|
135K
$7.26M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-400- 6.0% |
$21.9K - $23.1K
|
6.27K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-414- 5.76% |
$22.7K - $24K
|
6.78K
$364K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-423- 1.1% |
$23.2K - $24.5K
|
38K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-434- 2.64% |
$23.8K - $25.1K
|
16K
$859K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-434- 38.54% |
$23.8K - $25.1K
|
692
$37.2K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-442- 9.65% |
$24.2K - $25.6K
|
4.14K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-456- 1.45% |
$25K - $26.4K
|
31K
$1.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-462- 18.17% |
$25.3K - $26.7K
|
2.08K
$112K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-463- 1.46% |
$25.3K - $26.8K
|
31.2K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-471- 11.71% |
$25.8K - $27.3K
|
3.55K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-478- 14.91% |
$26.2K - $27.7K
|
2.73K
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-490- 6.15% |
$26.8K - $28.4K
|
7.48K
$402K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-503- 42.16% |
$27.5K - $29.1K
|
690
$37.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-519- 0.65% |
$28.4K - $30K
|
79.2K
$4.26M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-528- 3.03% |
$28.9K - $30.6K
|
16.9K
$908K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-541- 12.45% |
$29.6K - $31.3K
|
3.81K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-548- 2.16% |
$30K - $31.7K
|
24.9K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-558- 3.6% |
$30.6K - $32.3K
|
15K
$804K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-560- 1.75% |
$30.7K - $32.4K
|
31.4K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-566- 3.26% |
$31K - $32.7K
|
16.8K
$902K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-597- 2.13% |
$32.7K - $34.5K
|
27.5K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-627- 2.37% |
$34.3K - $36.3K
|
25.8K
$1.39M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-639- 1.32% |
$35K - $37K
|
47.9K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-646- 1.12% |
$35.4K - $37.4K
|
56.9K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-652- 21.78% |
$35.7K - $37.7K
|
2.34K
$126K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-658- 18.62% |
$36K - $38.1K
|
2.88K
$155K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-708- 10.75% |
$38.8K - $41K
|
5.88K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-711- 13.48% |
$38.9K - $41.1K
|
4.56K
$245K
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-713- 1.21% |
$39K - $41.3K
|
58.1K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-768- 0.34% |
$42K - $44.4K
|
228K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-800- 1.76% |
$43.8K - $46.3K
|
44.6K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-834- 5.38% |
$45.7K - $48.3K
|
14.7K
$788K
|