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
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.94K- 12.32% |
$163K - $169K
|
20.9K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.07K- 43.5% |
$170K - $176K
|
3.98K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.11K- 5.52% |
$173K - $179K
|
53.3K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.12K- 34.94% |
$173K - $179K
|
5.81K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.12K- 7.78% |
$173K - $179K
|
37K
$2.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.13K- 8.59% |
$174K - $180K
|
33.3K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.14K- 35.15% |
$174K - $180K
|
5.8K
$329K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.16K- 16.99% |
$175K - $182K
|
15.5K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3.17K- 10.6% |
$176K - $182K
|
26.8K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.24K- 16.46% |
$179K - $186K
|
16.4K
$931K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.26K- 33.04% |
$181K - $187K
|
6.6K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.29K- 8.99% |
$182K - $189K
|
33.2K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 7.53% |
$188K - $194K
|
41.6K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.47K- 18.82% |
$192K - $199K
|
15K
$848K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.57K- 24.73% |
$198K - $205K
|
10.9K
$616K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.66K- 87.66% |
$203K - $210K
|
515
$29.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.77K- 27.47% |
$209K - $216K
|
9.96K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.84K- 40.97% |
$213K - $220K
|
5.53K
$313K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.04K- 21.28% |
$224K - $232K
|
14.9K
$847K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.09K- 6.21% |
$227K - $235K
|
61.8K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4.19K- 26.8% |
$232K - $240K
|
11.4K
$649K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4.21K- 43.64% |
$233K - $241K
|
5.43K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.23K- 3.1% |
$235K - $243K
|
132K
$7.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4.4K- 12.67% |
$244K - $253K
|
30.3K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.57K- 17.34% |
$253K - $262K
|
21.8K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.58K- 4.87% |
$254K - $263K
|
89.4K
$5.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.76K- 26.6% |
$264K - $273K
|
13.1K
$744K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.79K- 50.91% |
$265K - $275K
|
4.62K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-4.85K- 4.75% |
$269K - $279K
|
97.4K
$5.52M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.1K- 3.55% |
$283K - $293K
|
139K
$7.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 4.65% |
$283K - $293K
|
105K
$5.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.14K- 10.19% |
$285K - $295K
|
45.3K
$2.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5.15K- 7.72% |
$285K - $295K
|
61.6K
$3.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.21K- 4.93% |
$289K - $299K
|
100K
$5.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.23K- 6.97% |
$290K - $300K
|
69.8K
$3.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.44K- 2.59% |
$301K - $312K
|
204K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.84K- 6.13% |
$324K - $335K
|
89.4K
$5.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.91K- 5.46% |
$327K - $339K
|
102K
$5.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.09K- 2.95% |
$337K - $349K
|
200K
$11.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.56K- 4.55% |
$364K - $377K
|
138K
$7.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.7K- 23.61% |
$371K - $384K
|
21.7K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.73K- 22.23% |
$373K - $386K
|
23.6K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6.81K- 9.96% |
$378K - $391K
|
61.6K
$3.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.04K- 8.31% |
$390K - $404K
|
77.7K
$4.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-7.09K- 6.94% |
$393K - $407K
|
95.1K
$5.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-7.25K- 3.1% |
$402K - $416K
|
227K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.32K- 15.65% |
$406K - $420K
|
39.5K
$2.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-7.47K- 36.82% |
$414K - $428K
|
12.8K
$726K
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-7.5K- 15.33% |
$416K - $430K
|
41.4K
$2.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.54K- 27.45% |
$418K - $433K
|
19.9K
$1.13M
|