Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.56M+ 5.86% |
$86.6M - $89.7M
|
28.2M
$1.69B
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06M+ 43.46% |
$58.6M - $60.7M
|
3.49M
$209M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.03M+ 6254.52% |
$57.3M - $59.3M
|
1.05M
$63M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
995K+ 2.68% |
$55.2M - $57.1M
|
38.1M
$2.29B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
995K+ 2.68% |
$55.2M - $57.1M
|
38.1M
$2.29B
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
540K+ 8.22% |
$29.9M - $31M
|
7.1M
$426M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
535K+ 44.35% |
$29.6M - $30.7M
|
1.74M
$104M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
524K+ 176.52% |
$29.1M - $30.1M
|
821K
$49.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
439K+ 22.15% |
$24.4M - $25.2M
|
2.42M
$145M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
430K+ 14.58% |
$23.9M - $24.7M
|
3.38M
$203M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
405K+ 3.31% |
$22.5M - $23.3M
|
12.7M
$760M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
396K+ 15.81% |
$21.9M - $22.7M
|
2.9M
$174M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
331K+ 6728.15% |
$18.3M - $19M
|
335K
$20.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
307K+ 2420.91% |
$17M - $17.6M
|
319K
$19.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
302K+ 104.3% |
$16.7M - $17.3M
|
591K
$35.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
293K+ 35.33% |
$16.2M - $16.8M
|
1.12M
$67.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
292KNew |
$16.2M - $16.8M
|
292K
$17.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
265K+ 14.17% |
$14.7M - $15.2M
|
2.13M
$128M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243K+ 395.3% |
$13.5M - $13.9M
|
304K
$18.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
218K+ 9385.78% |
$12.1M - $12.5M
|
220K
$13.2M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
208K+ 44.07% |
$11.5M - $11.9M
|
679K
$40.8M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
207K+ 17.18% |
$11.5M - $11.9M
|
1.41M
$84.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
204K+ 331.94% |
$11.3M - $11.7M
|
265K
$15.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
200K+ 1699.81% |
$11.1M - $11.5M
|
212K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
189KNew |
$10.5M - $10.8M
|
189K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
171K+ 21.86% |
$9.49M - $9.82M
|
954K
$57.3M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
167K+ 5.88% |
$9.25M - $9.57M
|
3.01M
$180M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
166K+ 5.86% |
$9.23M - $9.55M
|
3.01M
$180M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
162K+ 2.4% |
$8.96M - $9.27M
|
6.89M
$414M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
159KNew |
$8.81M - $9.11M
|
159K
$9.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
149K+ 34.68% |
$8.25M - $8.54M
|
578K
$34.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
138K+ 48.22% |
$7.64M - $7.9M
|
423K
$25.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
134K+ 105.6% |
$7.42M - $7.68M
|
261K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
132KNew |
$7.34M - $7.59M
|
132K
$7.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132K+ 8.77% |
$7.32M - $7.57M
|
1.64M
$98.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
132K+ 15.94% |
$7.32M - $7.57M
|
960K
$57.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
108K+ 17.98% |
$5.97M - $6.18M
|
706K
$42.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
107K+ 151.5% |
$5.96M - $6.17M
|
178K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
96.5K+ 44.46% |
$5.35M - $5.54M
|
313K
$18.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
96.4K+ 19.27% |
$5.35M - $5.53M
|
597K
$35.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
95.7K+ 8.17% |
$5.31M - $5.49M
|
1.27M
$76.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92.2K+ 4.3% |
$5.11M - $5.29M
|
2.23M
$134M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
85.8K+ 21.7% |
$4.76M - $4.93M
|
481K
$28.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
81.7K+ 58.7% |
$4.53M - $4.69M
|
221K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.3K+ 17.1% |
$4.51M - $4.67M
|
557K
$33.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77.1K+ 4.82% |
$4.28M - $4.43M
|
1.68M
$101M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75K+ 77.97% |
$4.16M - $4.3M
|
171K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
73.5K+ 43.17% |
$4.08M - $4.22M
|
244K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
72.4K+ 320.19% |
$4.01M - $4.15M
|
95K
$5.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
66.9KNew |
$3.71M - $3.84M
|
66.9K
$4.02M
|