Purchases and Sales Made in Q2 2024 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Jul 30, 2024 Q2 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.42K
+ 1.44%
$78.6K - $81.4K
99.6K $5.98M
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
1.41K
+ 34.71%
$78.2K - $80.9K
5.47K $328K
Jul 19, 2024 Q2 2024
Madrona Financial Services, LLC

BUY
 -
1.38K
+ 1.82%
$76.5K - $79.2K
77.2K $4.63M
Aug 07, 2024 Q2 2024
Stone X Group Inc.

BUY
 -
1.37K
+ 13.66%
$76.2K - $78.9K
11.4K $686K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.35K
New
$74.9K - $77.5K
1.35K $81K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.33K
+ 3.32%
$73.9K - $76.4K
41.4K $2.49M
Aug 01, 2024 Q2 2024
Canvas Wealth Advisors, LLC

BUY
 -
1.33K
+ 14.95%
$73.5K - $76.1K
10.2K $612K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.32K
+ 1.35%
$73.1K - $75.6K
98.8K $5.93M
Aug 02, 2024 Q2 2024
Mayflower Financial Advisors, LLC

BUY
 -
1.31K
+ 5.06%
$72.9K - $75.4K
27.3K $1.64M
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.31K
+ 7.3%
$72.4K - $74.9K
19.2K $1.15M
Aug 07, 2024 Q2 2024
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
1.29K
+ 13.28%
$71.5K - $74K
11K $661K
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.22K
+ 3.89%
$67.8K - $70.1K
32.6K $1.96M
Jul 24, 2024 Q2 2024
Traynor Capital Management, Inc.

BUY
 -
1.22K
+ 1.43%
$67.5K - $69.8K
86.2K $5.17M
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
1.14K
+ 117.04%
$63.2K - $65.4K
2.11K $127K
Aug 01, 2024 Q2 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
1.09K
+ 0.99%
$60.4K - $62.5K
112K $6.69M
Jul 17, 2024 Q2 2024
Clarity Wealth Advisors, LLC

BUY
 -
1.07K
+ 1.98%
$59.2K - $61.2K
54.9K $3.3M
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
1.03K
+ 2.2%
$57.2K - $59.2K
48K $2.88M
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
1.03K
New
$57.1K - $59.1K
1.03K $61.8K
Jul 22, 2024 Q2 2024
Grant

BUY
 -
1.02K
+ 0.88%
$56.7K - $58.7K
117K $7.04M
Aug 09, 2024 Q2 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1.02K
+ 6.34%
$56.6K - $58.5K
17.1K $1.03M
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
1.02K
+ 27.24%
$56.4K - $58.4K
4.75K $285K
Jul 09, 2024 Q2 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.01K
+ 28.59%
$55.9K - $57.9K
4.54K $272K
Aug 12, 2024 Q2 2024
Cibc World Markets Corp

New York, NY
BUY
 -
1.01K
+ 1.61%
$55.8K - $57.7K
63.6K $3.82M
Aug 05, 2024 Q2 2024
Apexium Financial, LP

BUY
 -
1K
+ 3.94%
$55.6K - $57.5K
26.4K $1.59M
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
1K
New
$55.5K - $57.4K
1K $60K
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
997
+ 19.59%
$55.3K - $57.2K
6.09K $365K
Aug 12, 2024 Q2 2024
Sky Oak Wealth, LLC

BUY
 -
996
+ 3.01%
$55.2K - $57.2K
34.1K $2.04M
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
968
+ 1.84%
$53.7K - $55.6K
53.5K $3.21M
Jul 17, 2024 Q2 2024
De Dora Capital, Inc.

BUY
 -
960
+ 22.34%
$53.2K - $55.1K
5.26K $316K
Sep 11, 2024 Q2 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
957
+ 1.26%
$53.1K - $54.9K
76.9K $4.62M
Jul 23, 2024 Q2 2024
Courier Capital LLC

BUY
 -
954
+ 8.71%
$52.9K - $54.8K
11.9K $715K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
950
New
$52.7K - $54.5K
950 $57K
Jul 12, 2024 Q2 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
949
+ 25.64%
$52.6K - $54.5K
4.65K $279K
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
934
+ 5.06%
$51.8K - $53.6K
19.4K $1.16M
Aug 09, 2024 Q2 2024
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
903
+ 6.01%
$50.1K - $51.8K
15.9K $956K
Jul 12, 2024 Q2 2024
Pointe Capital Management LLC

BUY
 -
900
+ 4.38%
$49.9K - $51.7K
21.5K $1.29M
Jul 18, 2024 Q2 2024
Fma Wealth Management, LLC

Duxbury, MA
BUY
 -
899
+ 2.11%
$49.8K - $51.6K
43.5K $2.61M
Aug 08, 2024 Q2 2024
Leelyn Smith, LLC

Geneva, IL
BUY
 -
878
+ 4.98%
$48.7K - $50.4K
18.5K $1.11M
Jul 18, 2024 Q2 2024
O'Rourke & Company, Inc

Boston, MA
BUY
 -
876
+ 1.36%
$48.6K - $50.3K
65.5K $3.93M
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
854
+ 3.11%
$47.4K - $49K
28.3K $1.7M
Aug 13, 2024 Q2 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
852
+ 1.5%
$47.2K - $48.9K
57.8K $3.47M
Aug 02, 2024 Q2 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
851
+ 19.87%
$47.2K - $48.8K
5.13K $308K
Jul 11, 2024 Q2 2024
Wesbanco Bank Inc

BUY
 -
830
+ 19.19%
$46K - $47.6K
5.16K $309K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
801
+ 16.02%
$44.4K - $46K
5.8K $348K
Aug 14, 2024 Q2 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
797
+ 9.99%
$44.2K - $45.7K
8.78K $527K
Jul 02, 2024 Q2 2024
Waller Financial Planning Group, Inc

BUY
 -
776
+ 18.71%
$43K - $44.5K
4.92K $296K
Jul 30, 2024 Q2 2024
Centerpoint Advisors, LLC

BUY
 -
750
New
$41.6K - $43K
750 $45K
Jul 30, 2024 Q2 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
738
+ 12.31%
$40.9K - $42.4K
6.74K $404K
Aug 08, 2024 Q2 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
734
+ 0.48%
$40.7K - $42.1K
153K $9.18M

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