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 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
28.9K+ 2.78% |
$1.6M - $1.66M
|
1.07M
$63.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
28.7K+ 30.95% |
$1.59M - $1.64M
|
121K
$7.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.9K+ 26.26% |
$1.55M - $1.6M
|
134K
$7.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
27.5K+ 8.07% |
$1.52M - $1.58M
|
368K
$21.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27.2K+ 8.5% |
$1.51M - $1.56M
|
347K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27K+ 3.46% |
$1.5M - $1.55M
|
806K
$48.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
26KNew |
$1.44M - $1.49M
|
26K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
25.9K+ 25.69% |
$1.43M - $1.48M
|
127K
$7.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.6K+ 51.25% |
$1.42M - $1.47M
|
75.5K
$4.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25.4K+ 200.81% |
$1.41M - $1.46M
|
38.1K
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
25.3K+ 42.44% |
$1.4M - $1.45M
|
85K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25.2KNew |
$1.4M - $1.45M
|
25.2K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
24.4K+ 5.3% |
$1.35M - $1.4M
|
484K
$28.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.3K+ 7.63% |
$1.35M - $1.4M
|
343K
$20.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.3K+ 320.55% |
$1.35M - $1.39M
|
31.8K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24K+ 18.4% |
$1.33M - $1.38M
|
155K
$9.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.8K+ 8.89% |
$1.32M - $1.37M
|
292K
$17.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23.6K+ 3.07% |
$1.31M - $1.36M
|
794K
$47.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.6K+ 76.07% |
$1.31M - $1.36M
|
54.7K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
23.6K+ 37.01% |
$1.31M - $1.35M
|
87.3K
$5.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 134.71% |
$1.28M - $1.32M
|
40.1K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23K+ 5.47% |
$1.27M - $1.32M
|
443K
$26.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.7K+ 11.27% |
$1.26M - $1.3M
|
224K
$13.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.5K+ 18.48% |
$1.25M - $1.29M
|
144K
$8.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
22.1K+ 70.39% |
$1.23M - $1.27M
|
53.5K
$3.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21.6K+ 8.08% |
$1.2M - $1.24M
|
289K
$17.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
21.6K+ 192.32% |
$1.2M - $1.24M
|
32.8K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
21.3K+ 2.84% |
$1.18M - $1.22M
|
771K
$46M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.2KNew |
$1.17M - $1.21M
|
21.2K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.1K+ 16.11% |
$1.17M - $1.21M
|
152K
$9.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.5K+ 9.96% |
$1.13M - $1.17M
|
226K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19.9K+ 32.12% |
$1.1M - $1.14M
|
81.8K
$4.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
19.8KNew |
$1.1M - $1.14M
|
19.8K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19.5K+ 12.58% |
$1.08M - $1.12M
|
175K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
19.4K+ 26.87% |
$1.08M - $1.12M
|
91.8K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.4K+ 33.91% |
$1.07M - $1.11M
|
76.6K
$4.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.2KNew |
$1.06M - $1.1M
|
19.2K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.1K+ 76.92% |
$1.06M - $1.1M
|
44K
$2.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
19.1K+ 137.89% |
$1.06M - $1.09M
|
32.9K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 9.0% |
$1.03M - $1.06M
|
225K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 52.28% |
$1.02M - $1.05M
|
53.5K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$1.01M - $1.05M
|
18.2K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 15.66% |
$991K - $1.03M
|
132K
$7.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.9K+ 104.5% |
$991K - $1.03M
|
35K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
17.6K+ 25.26% |
$978K - $1.01M
|
87.4K
$5.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17.4K+ 19.07% |
$964K - $997K
|
109K
$6.47M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
17.3KNew |
$962K - $995K
|
17.3K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16.6K+ 2985.61% |
$920K - $953K
|
17.2K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5K+ 8.77% |
$912K - $944K
|
204K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.4K+ 28.92% |
$909K - $941K
|
73K
$4.35M
|