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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
69+ 1.56% |
$3.83K - $3.96K
|
4.48K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
69+ 0.12% |
$3.83K - $3.96K
|
56.1K
$3.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
67+ 1.84% |
$3.72K - $3.85K
|
3.71K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
60New |
$3.33K - $3.44K
|
60
$3.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
59+ 1.37% |
$3.27K - $3.39K
|
4.35K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.46% |
$3.16K - $3.27K
|
12.5K
$700K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
56+ 1.65% |
$3.11K - $3.21K
|
3.44K
$193K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
55+ 1.33% |
$3.05K - $3.16K
|
4.19K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
48+ 0.37% |
$2.66K - $2.75K
|
12.9K
$721K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 1.7% |
$2.55K - $2.64K
|
2.75K
$154K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
44+ 0.52% |
$2.44K - $2.53K
|
8.54K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
42+ 6.01% |
$2.33K - $2.41K
|
741
$41.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 4.08% |
$2.22K - $2.3K
|
1.02K
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
39+ 1.05% |
$2.16K - $2.24K
|
3.74K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
35+ 0.02% |
$1.94K - $2.01K
|
155K
$8.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$1.77K - $1.84K
|
32
$1.79K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
31+ 0.61% |
$1.72K - $1.78K
|
5.11K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
30+ 0.45% |
$1.66K - $1.72K
|
6.75K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
28+ 0.62% |
$1.55K - $1.61K
|
4.53K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
27+ 0.25% |
$1.5K - $1.55K
|
10.9K
$611K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
26+ 0.36% |
$1.44K - $1.49K
|
7.3K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25+ 0.18% |
$1.39K - $1.43K
|
13.7K
$768K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25+ 0.28% |
$1.39K - $1.43K
|
8.91K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22+ 1.79% |
$1.22K - $1.26K
|
1.25K
$70.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
22+ 0.35% |
$1.22K - $1.26K
|
6.32K
$355K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20+ 66.67% |
$1.11K - $1.15K
|
50
$2.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20+ 0.04% |
$1.11K - $1.15K
|
49.7K
$2.79M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
20New |
$1.11K - $1.15K
|
20
$1.12K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
19+ 0.14% |
$1.05K - $1.09K
|
13.2K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17+ 0.07% |
$943 - $976
|
23.3K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.73% |
$887 - $918
|
2.21K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
15+ 0.18% |
$832 - $861
|
8.24K
$462K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14+ 1.82% |
$776 - $803
|
783
$43.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 0.21% |
$610 - $631
|
5.33K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11+ 0.23% |
$610 - $631
|
4.71K
$264K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.88% |
$610 - $631
|
595
$33.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 0.22% |
$555 - $574
|
4.66K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$555 - $574
|
10
$561
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.06% |
$444 - $459
|
13.7K
$769K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.27% |
$277 - $287
|
225
$12.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.06% |
$166 - $172
|
5.14K
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 9.52% |
$111 - $115
|
23
$1.29K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2New |
$111 - $115
|
2
$112
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2New |
$111 - $115
|
2
$112
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$111 - $115
|
2
$112
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$55.5 - $57.4
|
9.26K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 20.0% |
$55.5 - $57.4
|
6
$337
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1- -0.0% |
$55.5 - $57.4
|
20.2K
$1.13M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-13- 0.08% |
$721 - $746
|
15.9K
$890K
|