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
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.37K- 2.78% |
$75.9K - $78.6K
|
47.8K
$2.81M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 1.5% |
$76.4K - $79K
|
90.3K
$5.31M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.39K- 4.18% |
$77.1K - $79.8K
|
31.9K
$1.88M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.42K- 23.47% |
$78.8K - $81.6K
|
4.64K
$273K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.43K- 33.75% |
$79.5K - $82.3K
|
2.82K
$166K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 5.58% |
$85.2K - $88.2K
|
26K
$1.53M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 12.62% |
$86.9K - $89.9K
|
10.8K
$638K
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.57K- 2.18% |
$87.2K - $90.3K
|
70.7K
$4.16M
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.59K- 5.1% |
$88.1K - $91.2K
|
29.6K
$1.74M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.63K- 2.12% |
$90.5K - $93.7K
|
75.2K
$4.42M
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.65K- 9.26% |
$91.5K - $94.7K
|
16.2K
$952K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.67K- 92.83% |
$92.7K - $95.9K
|
129
$7.59K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.78K- 47.09% |
$98.7K - $102K
|
2K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.8K- 97.3% |
$99.8K - $103K
|
50
$2.94K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 0.87% |
$105K - $109K
|
216K
$12.7M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 3.8% |
$107K - $111K
|
48.8K
$2.87M
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 15.91% |
$108K - $112K
|
10.3K
$606K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.96K- 12.23% |
$108K - $112K
|
14K
$825K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2K- 19.55% |
$111K - $115K
|
8.23K
$484K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.02K- 4.58% |
$112K - $116K
|
42.2K
$2.48M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.05K- 11.87% |
$113K - $117K
|
15.2K
$893K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.11K- 57.65% |
$117K - $121K
|
1.55K
$91.3K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.18K- 16.95% |
$121K - $125K
|
10.7K
$627K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.18K- 13.57% |
$121K - $125K
|
13.9K
$818K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.37K- 10.12% |
$132K - $136K
|
21.1K
$1.24M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.48K- 0.77% |
$137K - $142K
|
319K
$18.8M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.5K- 4.41% |
$138K - $143K
|
54.1K
$3.18M
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.61K- 1.12% |
$144K - $150K
|
231K
$13.6M
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.64K- 2.59% |
$146K - $151K
|
99.1K
$5.83M
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.73K- 10.99% |
$152K - $157K
|
22.1K
$1.3M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.75K- 3.96% |
$152K - $158K
|
66.6K
$3.92M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.75K- 1.75% |
$153K - $158K
|
155K
$9.1M
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.81K- 6.9% |
$156K - $161K
|
37.9K
$2.23M
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 1.6% |
$158K - $163K
|
175K
$10.3M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.94K- 12.32% |
$163K - $169K
|
20.9K
$1.23M
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.07K- 43.5% |
$170K - $176K
|
3.98K
$234K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.11K- 5.52% |
$173K - $179K
|
53.3K
$3.13M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.12K- 34.94% |
$173K - $179K
|
5.81K
$342K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.12K- 7.78% |
$173K - $179K
|
37K
$2.18M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.14K- 35.15% |
$174K - $180K
|
5.8K
$341K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.16K- 16.99% |
$175K - $182K
|
15.5K
$909K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3.17K- 10.6% |
$176K - $182K
|
26.8K
$1.57M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.24K- 16.46% |
$179K - $186K
|
16.4K
$966K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.29K- 8.99% |
$182K - $189K
|
33.2K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 7.53% |
$188K - $194K
|
41.6K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.47K- 18.82% |
$192K - $199K
|
15K
$880K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.57K- 24.73% |
$198K - $205K
|
10.9K
$639K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.66K- 87.66% |
$203K - $210K
|
515
$30.3K
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.77K- 27.47% |
$209K - $216K
|
9.96K
$586K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.84K- 40.97% |
$213K - $220K
|
5.53K
$325K
|