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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
7.89KNew |
$432K - $456K
|
7.89K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.87K+ 15.95% |
$431K - $455K
|
57.2K
$3.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.72K+ 82.27% |
$423K - $447K
|
17.1K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.68K+ 8.07% |
$420K - $444K
|
103K
$6.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
7.66K+ 18.58% |
$419K - $443K
|
48.9K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.62K+ 146.06% |
$417K - $441K
|
12.8K
$751K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 8.42% |
$416K - $439K
|
97.8K
$5.72M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.5KNew |
$411K - $434K
|
7.5K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.48KNew |
$410K - $433K
|
7.48K
$438K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
7.29KNew |
$399K - $422K
|
7.29K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.26K+ 105.3% |
$397K - $420K
|
14.1K
$828K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
7.2K+ 70.78% |
$394K - $417K
|
17.4K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.14K+ 12.36% |
$391K - $413K
|
64.9K
$3.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.07K+ 134.42% |
$387K - $409K
|
12.3K
$721K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.96K+ 50.91% |
$381K - $403K
|
20.6K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
6.77K+ 119.25% |
$371K - $392K
|
12.4K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.72K+ 24.52% |
$368K - $389K
|
34.1K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.71K+ 3.28% |
$367K - $388K
|
211K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.69KNew |
$366K - $387K
|
6.69K
$391K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6.61K+ 9.46% |
$362K - $382K
|
76.4K
$4.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.59K+ 1.5% |
$361K - $381K
|
447K
$26.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
6.54K+ 56.75% |
$358K - $378K
|
18.1K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.52KNew |
$357K - $377K
|
6.52K
$381K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
6.49KNew |
$355K - $375K
|
6.49K
$379K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
6.47K+ 687.04% |
$354K - $374K
|
7.41K
$433K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
6.45K+ 2.45% |
$353K - $373K
|
269K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.36KNew |
$348K - $368K
|
6.36K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.27KNew |
$343K - $363K
|
6.27K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
6.24K+ 14.35% |
$342K - $361K
|
49.7K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
6.21KNew |
$340K - $359K
|
6.21K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.19KNew |
$339K - $358K
|
6.19K
$362K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.14K+ 13.77% |
$336K - $355K
|
50.7K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6.05K+ 20.76% |
$331K - $350K
|
35.2K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6KNew |
$328K - $347K
|
6K
$351K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.97K+ 12.05% |
$327K - $346K
|
55.5K
$3.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.95K+ 3.98% |
$326K - $344K
|
155K
$9.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.94K+ 3.56% |
$325K - $344K
|
173K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.93K+ 18.27% |
$325K - $343K
|
38.4K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.92K+ 7.23% |
$324K - $343K
|
87.9K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.9K+ 43.02% |
$323K - $341K
|
19.6K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.88K+ 3.28% |
$322K - $340K
|
185K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.85K+ 12.1% |
$320K - $338K
|
54.2K
$3.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.83K+ 4.66% |
$319K - $337K
|
131K
$7.66M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.81K+ 8.11% |
$318K - $336K
|
77.4K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.75K+ 16.72% |
$315K - $333K
|
40.1K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.74K+ 23.7% |
$314K - $332K
|
29.9K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.73K+ 100.1% |
$314K - $332K
|
11.5K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.73K+ 18.13% |
$314K - $331K
|
37.3K
$2.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.71K+ 64.74% |
$312K - $330K
|
14.5K
$850K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.7K+ 10.21% |
$312K - $330K
|
61.5K
$3.6M
|