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 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10.2K+ 224.67% |
$565K - $584K
|
14.7K
$877K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.2K+ 14.05% |
$564K - $584K
|
82.6K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.2KNew |
$563K - $583K
|
10.2K
$605K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.91K+ 6.71% |
$550K - $569K
|
158K
$9.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.88K+ 68.69% |
$548K - $567K
|
24.3K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.87K+ 246.85% |
$548K - $567K
|
13.9K
$827K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9.87K+ 6.5% |
$547K - $567K
|
162K
$9.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.83K+ 10.09% |
$545K - $564K
|
107K
$6.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9.74K+ 170.92% |
$540K - $559K
|
15.4K
$920K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.7K+ 13.63% |
$538K - $557K
|
80.9K
$4.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.59K+ 3.33% |
$532K - $550K
|
298K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.44KNew |
$523K - $542K
|
9.44K
$563K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.34K+ 8.36% |
$518K - $536K
|
121K
$7.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.27K+ 31.55% |
$514K - $532K
|
38.6K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9.13K+ 3.71% |
$506K - $524K
|
255K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.12K+ 4.0% |
$505K - $523K
|
237K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.05K+ 2.0% |
$502K - $519K
|
462K
$27.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
8.83K+ 2.37% |
$490K - $507K
|
382K
$22.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.75K+ 20.01% |
$485K - $502K
|
52.5K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.75K+ 48.26% |
$485K - $502K
|
26.9K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
8.73K+ 2.33% |
$484K - $501K
|
384K
$22.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.55K+ 2.16% |
$474K - $491K
|
404K
$24.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.42K+ 8.17% |
$467K - $483K
|
112K
$6.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.41K+ 8.6% |
$466K - $483K
|
106K
$6.33M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
8.35K+ 25.7% |
$463K - $479K
|
40.8K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.27K+ 73.54% |
$458K - $474K
|
19.5K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.26K+ 8.97% |
$458K - $474K
|
100K
$5.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.2K+ 16.92% |
$455K - $471K
|
56.7K
$3.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.12KNew |
$450K - $466K
|
8.12K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.12K+ 325.62% |
$450K - $466K
|
10.6K
$633K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.09K+ 21.97% |
$449K - $465K
|
44.9K
$2.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.08KNew |
$448K - $464K
|
8.08K
$481K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8.04K+ 277.9% |
$446K - $461K
|
10.9K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.93K+ 26.07% |
$440K - $455K
|
38.4K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7.92K+ 5.07% |
$439K - $454K
|
164K
$9.78M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.91KNew |
$438K - $454K
|
7.91K
$471K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
7.9KNew |
$438K - $453K
|
7.9K
$471K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.86K+ 4.65% |
$436K - $451K
|
177K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.82KNew |
$433K - $449K
|
7.82K
$466K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
7.74K+ 128.98% |
$429K - $444K
|
13.7K
$819K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.71K+ 10.53% |
$427K - $442K
|
80.9K
$4.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.69K+ 11.84% |
$427K - $441K
|
72.7K
$4.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.68K+ 5.59% |
$426K - $441K
|
145K
$8.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.6K+ 49.09% |
$421K - $436K
|
23.1K
$1.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.53K+ 2.81% |
$418K - $432K
|
276K
$16.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.5K+ 11.9% |
$416K - $430K
|
70.5K
$4.2M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
7.49K+ 14.7% |
$415K - $430K
|
58.4K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.47K+ 12.13% |
$414K - $429K
|
69.1K
$4.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.44K+ 9.67% |
$412K - $427K
|
84.3K
$5.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.4K+ 7.93% |
$410K - $424K
|
101K
$6M
|