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
Hb Wealth Management, LLC

BUY
 -
535
+ 1.11%
$29.4K - $31.8K
48.8K $2.87M
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
535
+ 2.53%
$29.4K - $31.8K
21.7K $1.27M
Oct 31, 2024 Q3 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
524
+ 11.12%
$28.8K - $31.2K
5.24K $307K
Nov 07, 2024 Q3 2024
Mendel Capital Management LLC

BUY
 -
524
+ 2.5%
$28.8K - $31.2K
21.5K $1.26M
Oct 08, 2024 Q3 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
522
+ 6.6%
$28.7K - $31.1K
8.43K $495K
Nov 08, 2024 Q3 2024
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
520
New
$28.6K - $30.9K
520 $30.5K
Nov 12, 2024 Q3 2024
Wealth Dimensions Group, Ltd.

BUY
 -
504
+ 2.12%
$27.7K - $30K
24.3K $1.43M
Oct 23, 2024 Q3 2024
Global Trust Asset Management, LLC

BUY
 -
500
+ 42.81%
$27.5K - $29.8K
1.67K $97.9K
Nov 07, 2024 Q3 2024
Atlantic Private Wealth, LLC

BUY
 -
500
+ 7.64%
$27.5K - $29.8K
7.04K $413K
Oct 15, 2024 Q3 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
499
+ 12.53%
$27.4K - $29.7K
4.48K $263K
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
498
+ 4.87%
$27.4K - $29.6K
10.7K $629K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
458
+ 2.58%
$25.2K - $27.3K
18.2K $1.07M
Oct 29, 2024 Q3 2024
Biechele Royce Advisors

BUY
 -
445
+ 4.32%
$24.5K - $26.5K
10.8K $631K
Nov 08, 2024 Q3 2024
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
426
+ 2.47%
$23.4K - $25.4K
17.6K $1.04M
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
421
New
$23.1K - $25.1K
421 $24.7K
Oct 07, 2024 Q3 2024
Iam Advisory, LLC

BUY
 -
410
+ 2.83%
$22.5K - $24.4K
14.9K $876K
Oct 24, 2024 Q3 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
404
+ 2.09%
$22.2K - $24K
19.8K $1.16M
Jan 10, 2025 Q3 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
402
+ 9.7%
$22.1K - $23.9K
4.55K $267K
Oct 04, 2024 Q3 2024
Ridgewood Investments LLC

BUY
 -
400
New
$22K - $23.8K
400 $23.5K
Oct 07, 2024 Q3 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
399
+ 5.51%
$21.9K - $23.7K
7.64K $449K
Nov 05, 2024 Q3 2024
Accredited Investors Inc.

BUY
 -
395
New
$21.7K - $23.5K
395 $23.2K
Dec 31, 2024 Q3 2024
Penney Financial, LLC

Houston, TX
BUY
 -
386
+ 0.49%
$21.2K - $23K
78.8K $4.63M
Oct 31, 2024 Q3 2024
Hollencrest Capital Management

BUY
 -
375
+ 18750.0%
$20.6K - $22.3K
377 $22.1K
Nov 12, 2024 Q3 2024
Running Point Capital Advisors, LLC

BUY
 -
362
+ 131.16%
$19.9K - $21.5K
638 $37.5K
Oct 28, 2024 Q3 2024
Hartford Financial Management Inc.

BUY
 -
361
New
$19.8K - $21.5K
361 $21.2K
Oct 18, 2024 Q3 2024
Clarity Wealth Advisors, LLC

BUY
 -
360
+ 0.66%
$19.8K - $21.4K
55.3K $3.25M
Nov 05, 2024 Q3 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
357
+ 1.97%
$19.6K - $21.2K
18.5K $1.08M
Nov 12, 2024 Q3 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
352
+ 2.73%
$19.4K - $20.9K
13.3K $778K
Oct 10, 2024 Q3 2024
Retirement Planning Group

BUY
 -
349
+ 0.76%
$19.2K - $20.8K
46.5K $2.73M
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
348
+ 2.32%
$19.1K - $20.7K
15.4K $903K
Oct 25, 2024 Q3 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
342
+ 0.65%
$18.8K - $20.4K
52.8K $3.1M
Oct 21, 2024 Q3 2024
Fsc Wealth Advisors, LLC

BUY
 -
338
+ 4.99%
$18.6K - $20.1K
7.11K $417K
Oct 30, 2024 Q3 2024
Maia Wealth LLC

Denver, CO
BUY
 -
336
+ 1.02%
$18.5K - $20K
33.1K $1.94M
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
335
+ 14.64%
$18.4K - $19.9K
2.62K $154K
Oct 24, 2024 Q3 2024
Gables Capital Management Inc.

BUY
 -
320
+ 0.88%
$17.6K - $19K
36.5K $2.15M
Oct 16, 2024 Q3 2024
Optimum Investment Advisors

BUY
 -
300
+ 23.18%
$16.5K - $17.9K
1.59K $93.6K
Nov 13, 2024 Q3 2024
Natixis

Paris, I0
BUY
 -
300
New
$16.5K - $17.9K
300 $17.6K
Oct 31, 2024 Q3 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
290
+ 3.71%
$15.9K - $17.3K
8.11K $476K
Nov 05, 2024 Q3 2024
Bouvel Investment Partners, LLC

BUY
 -
279
+ 0.16%
$15.3K - $16.6K
179K $10.5M
Nov 04, 2024 Q3 2024
Nelson Capital Management, LLC

BUY
 -
276
+ 0.8%
$15.2K - $16.4K
34.6K $2.03M
Oct 22, 2024 Q3 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
274
+ 9.73%
$15.1K - $16.3K
3.09K $181K
Oct 09, 2024 Q3 2024
Red Mountain Financial, LLC

Fort Collins, CO
BUY
 -
270
+ 0.93%
$14.8K - $16.1K
29.2K $1.71M
Nov 06, 2024 Q3 2024
Insight 2811, Inc.

Chicago, IL
BUY
 -
270
+ 6.15%
$14.8K - $16.1K
4.66K $274K
Oct 18, 2024 Q3 2024
Columbus Macro, LLC

BUY
 -
266
+ 2.44%
$14.6K - $15.8K
11.2K $655K
Nov 05, 2024 Q3 2024
Bell Bank

BUY
 -
258
+ 5.39%
$14.2K - $15.4K
5.04K $296K
Oct 22, 2024 Q3 2024
Cherry Creek Investment Advisors, Inc.

BUY
 -
257
+ 1.8%
$14.1K - $15.3K
14.5K $851K
Nov 14, 2024 Q3 2024
Solutions 4 Wealth, LTD

Southlake, TX
BUY
 -
257
+ 1.75%
$14.1K - $15.3K
15K $879K
Oct 18, 2024 Q3 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
255
+ 48.02%
$14K - $15.2K
786 $46.1K
Oct 24, 2024 Q3 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
246
+ 1.33%
$13.5K - $14.6K
18.8K $1.1M

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