Purchases and Sales Made in Q3 2024 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q3 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
Oct 15, 2024 Q3 2024
Independent Wealth Network Inc.

BUY
 -
1.16K
+ 3.88%
$63.8K - $69.1K
31.1K $1.82M
Nov 01, 2024 Q3 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
1.13K
+ 3.87%
$62.2K - $67.3K
30.4K $1.78M
Oct 11, 2024 Q3 2024
Procyon Advisors, LLC

BUY
 -
1.12K
+ 1.17%
$61.3K - $66.4K
96.6K $5.67M
Oct 15, 2024 Q3 2024
Fma Wealth Management, LLC

Duxbury, MA
BUY
 -
1.1K
+ 2.52%
$60.3K - $65.2K
44.6K $2.62M
Oct 16, 2024 Q3 2024
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
1.08K
+ 1.58%
$59.4K - $64.3K
69.4K $4.08M
Oct 09, 2024 Q3 2024
Scott Capital Advisors, LLC

BUY
 -
1.07K
+ 2.35%
$58.8K - $63.7K
46.6K $2.74M
Nov 13, 2024 Q3 2024
Aft, Forsyth & Company, Inc.

BUY
 -
1.07K
+ 15.74%
$58.7K - $63.6K
7.86K $461K
Oct 07, 2024 Q3 2024
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.07K
+ 18.05%
$58.6K - $63.4K
6.97K $409K
Oct 18, 2024 Q3 2024
Econ Financial Services Corp

BUY
 -
1.04K
+ 5.08%
$57.1K - $61.8K
21.5K $1.26M
Oct 17, 2024 Q3 2024
Stratos Wealth Advisors, LLC

BUY
 -
1.01K
+ 0.96%
$55.5K - $60.1K
106K $6.21M
Oct 30, 2024 Q3 2024
Focused Wealth Management, Inc

BUY
 -
1.01K
+ 1.38%
$55.3K - $59.9K
73.7K $4.33M
Nov 12, 2024 Q3 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
1.01K
+ 2.39%
$55.3K - $59.9K
43.2K $2.53M
Nov 12, 2024 Q3 2024
Purus Wealth Management, LLC

BUY
 -
1K
+ 3.81%
$55.2K - $59.7K
27.4K $1.61M
Oct 08, 2024 Q3 2024
First Premier Bank

BUY
 -
976
+ 2.39%
$53.7K - $58.1K
41.8K $2.45M
Oct 25, 2024 Q3 2024
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
972
+ 26.82%
$53.4K - $57.8K
4.6K $270K
Nov 06, 2024 Q3 2024
Snider Financial Group

Bellevue, WA
BUY
 -
941
+ 1.42%
$51.7K - $56K
67K $3.93M
Oct 28, 2024 Q3 2024
John W. Brooker & Co., Cp As

BUY
 -
933
+ 14.59%
$51.3K - $55.5K
7.33K $430K
Nov 04, 2024 Q3 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
933
+ 1.74%
$51.3K - $55.5K
54.5K $3.2M
Nov 04, 2024 Q3 2024
Platform Technology Partners

BUY
 -
929
+ 20.97%
$51.1K - $55.3K
5.36K $315K
Oct 30, 2024 Q3 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
878
+ 2.74%
$48.3K - $52.2K
32.9K $1.93M
Oct 23, 2024 Q3 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
864
+ 1.21%
$47.5K - $51.4K
72.5K $4.26M
Nov 18, 2024 Q3 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
856
+ 2.49%
$47.1K - $50.9K
35.2K $2.07M
Nov 14, 2024 Q3 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
852
+ 16.67%
$46.8K - $50.7K
5.96K $350K
Oct 24, 2024 Q3 2024
Sterling Manor Financial, LLC

BUY
 -
830
+ 10.92%
$45.6K - $49.4K
8.43K $495K
Oct 22, 2024 Q3 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
829
+ 16.12%
$45.6K - $49.3K
5.97K $351K
Oct 23, 2024 Q3 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
828
New
$45.5K - $49.3K
828 $48.6K
Nov 08, 2024 Q3 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
812
+ 21.69%
$44.6K - $48.3K
4.56K $267K
Oct 15, 2024 Q3 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
800
+ 2.45%
$44K - $47.6K
33.4K $1.96M
Nov 20, 2024 Q3 2024
Westside Investment Management, Inc.

BUY
 -
800
+ 100.0%
$44K - $47.6K
1.6K $93.9K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
762
+ 50.8%
$41.9K - $45.3K
2.26K $133K
Oct 15, 2024 Q3 2024
Canvas Wealth Advisors, LLC

BUY
 -
735
+ 7.21%
$40.4K - $43.7K
10.9K $642K
Nov 01, 2024 Q3 2024
Xml Financial, LLC

BUY
 -
725
+ 15.26%
$39.9K - $43.1K
5.48K $321K
Oct 23, 2024 Q3 2024
West Michigan Advisors, LLC

Holland, MI
BUY
 -
715
+ 1.24%
$39.3K - $42.5K
58.5K $3.44M
Oct 11, 2024 Q3 2024
Wesbanco Bank Inc

BUY
 -
700
+ 13.58%
$38.5K - $41.7K
5.86K $344K
Nov 12, 2024 Q3 2024
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
695
+ 18.91%
$38.2K - $41.4K
4.37K $257K
Oct 31, 2024 Q3 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
684
+ 0.66%
$37.6K - $40.7K
104K $6.12M
Nov 05, 2024 Q3 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
682
+ 12.17%
$37.5K - $40.6K
6.29K $369K
Nov 04, 2024 Q3 2024
Beam Wealth Advisors, Inc.

BUY
 -
679
+ 1.35%
$37.3K - $40.4K
51.1K $3M
Nov 12, 2024 Q3 2024
Independent Advisor Alliance

BUY
 -
667
+ 4.8%
$36.7K - $39.7K
14.6K $855K
Oct 24, 2024 Q3 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
653
+ 4.19%
$35.9K - $38.9K
16.2K $954K
Oct 16, 2024 Q3 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
649
+ 13.96%
$35.7K - $38.6K
5.3K $311K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
625
New
$34.4K - $37.2K
625 $36.7K
Nov 13, 2024 Q3 2024
Private Capital Management LLC

BUY
 -
605
New
$33.3K - $36K
605 $35.5K
Nov 12, 2024 Q3 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
596
+ 5.58%
$32.8K - $35.5K
11.3K $662K
Oct 16, 2024 Q3 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
588
+ 2.4%
$32.3K - $35K
25.1K $1.48M
Oct 31, 2024 Q3 2024
3 Edge Asset Management, LP

BUY
 -
577
+ 2.12%
$31.7K - $34.3K
27.8K $1.63M
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
567
+ 20.59%
$31.2K - $33.7K
3.32K $195K
Oct 21, 2024 Q3 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
565
+ 0.88%
$31.1K - $33.6K
64.9K $3.81M
Oct 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
557
+ 2.9%
$30.6K - $33.1K
19.8K $1.16M

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