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 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
66KNew |
$3.66M - $3.79M
|
66K
$3.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66K+ 8.17% |
$3.66M - $3.79M
|
873K
$52M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
65.5K+ 11.15% |
$3.63M - $3.76M
|
653K
$38.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
64.6K+ 30.6% |
$3.58M - $3.71M
|
276K
$16.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
63K+ 131.98% |
$3.49M - $3.62M
|
111K
$6.6M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
59.5KNew |
$3.3M - $3.41M
|
59.5K
$3.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59.1K+ 4.52% |
$3.28M - $3.39M
|
1.37M
$81.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
57.6KNew |
$3.19M - $3.3M
|
57.6K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56.9K+ 6.67% |
$3.16M - $3.27M
|
910K
$54.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.7K+ 264.03% |
$3.09M - $3.2M
|
76.9K
$4.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54.9KNew |
$3.05M - $3.15M
|
54.9K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
54.6K+ 32.1% |
$3.03M - $3.13M
|
225K
$13.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
54.6K+ 10.46% |
$3.03M - $3.13M
|
576K
$34.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
53.2K+ 9.76% |
$2.95M - $3.05M
|
598K
$35.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.3K+ 1.26% |
$2.9M - $3M
|
4.19M
$250M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
51.5K+ 91.77% |
$2.85M - $2.95M
|
108K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.7K+ 2.67% |
$2.81M - $2.91M
|
1.95M
$116M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50.3K+ 1.5% |
$2.79M - $2.88M
|
3.41M
$203M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
50K+ 13.08% |
$2.77M - $2.87M
|
432K
$25.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
48.7K+ 88.84% |
$2.7M - $2.8M
|
104K
$6.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.4K+ 3.3% |
$2.63M - $2.72M
|
1.48M
$88.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
47.2K+ 522.18% |
$2.62M - $2.71M
|
56.2K
$3.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45.2K+ 8343.36% |
$2.51M - $2.6M
|
45.8K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
42.3K+ 58.98% |
$2.35M - $2.43M
|
114K
$6.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
40.7K+ 43.39% |
$2.26M - $2.33M
|
134K
$8.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39.7K+ 212.2% |
$2.2M - $2.28M
|
58.4K
$3.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
39.6K+ 13.54% |
$2.2M - $2.27M
|
332K
$19.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
39.3K+ 38.11% |
$2.18M - $2.25M
|
142K
$8.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
38.7K+ 14.73% |
$2.15M - $2.22M
|
302K
$18M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
37.8K+ 33.9% |
$2.1M - $2.17M
|
149K
$8.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
37.7KNew |
$2.09M - $2.17M
|
37.7K
$2.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37.5KNew |
$2.08M - $2.15M
|
37.5K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37.3K+ 17.94% |
$2.07M - $2.14M
|
245K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
37.2K+ 7.08% |
$2.06M - $2.14M
|
563K
$33.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$2.06M - $2.13M
|
37.1K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
36.7KNew |
$2.04M - $2.11M
|
36.7K
$2.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
36.4K+ 43.39% |
$2.02M - $2.09M
|
120K
$7.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
35.8K+ 7.55% |
$1.99M - $2.06M
|
511K
$30.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
35K+ 313.63% |
$1.94M - $2.01M
|
46.1K
$2.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
33.9K+ 164.3% |
$1.88M - $1.95M
|
54.5K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.81M - $1.88M
|
32.7K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
32.6K+ 12.51% |
$1.81M - $1.87M
|
294K
$17.5M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
32.5KNew |
$1.8M - $1.86M
|
32.5K
$1.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32.4K+ 808.13% |
$1.8M - $1.86M
|
36.4K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.3K+ 2.71% |
$1.79M - $1.85M
|
1.22M
$72.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
30.5K+ 43.08% |
$1.69M - $1.75M
|
101K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 81.48% |
$1.69M - $1.75M
|
67.7K
$4.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
30.2KNew |
$1.67M - $1.73M
|
30.2K
$1.8M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29.9K+ 106.68% |
$1.66M - $1.71M
|
57.9K
$3.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
28.9K+ 9.78% |
$1.6M - $1.66M
|
325K
$19.3M
|