Purchases and Sales Made in Q3 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 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 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
255+ 48.02% |
$14K - $15.2K
|
786
$45K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
246+ 1.33% |
$13.5K - $14.6K
|
18.8K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
233+ 1.86% |
$12.8K - $13.9K
|
12.8K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
231+ 1443.75% |
$12.7K - $13.7K
|
247
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
229+ 5.69% |
$12.6K - $13.6K
|
4.26K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
214+ 21.4% |
$11.8K - $12.7K
|
1.21K
$69.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
207+ 0.72% |
$11.4K - $12.3K
|
29K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
204+ 3.35% |
$11.2K - $12.1K
|
6.29K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
200+ 2.08% |
$11K - $11.9K
|
9.8K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
200+ 4.21% |
$11K - $11.9K
|
4.96K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
199+ 4.51% |
$10.9K - $11.8K
|
4.61K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
194+ 1.13% |
$10.7K - $11.5K
|
17.3K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
190+ 0.57% |
$10.4K - $11.3K
|
33.3K
$1.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
179+ 3.98% |
$9.84K - $10.7K
|
4.68K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
179+ 1.81% |
$9.84K - $10.7K
|
10K
$575K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
174+ 2.2% |
$9.57K - $10.4K
|
8.07K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
165+ 0.69% |
$9.07K - $9.82K
|
24K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
165+ 2.21% |
$9.07K - $9.82K
|
7.62K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
161+ 27.06% |
$8.85K - $9.58K
|
756
$43.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
157New |
$8.63K - $9.34K
|
157
$8.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
150+ 3.57% |
$8.25K - $8.93K
|
4.35K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
148+ 0.9% |
$8.14K - $8.81K
|
16.7K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
141+ 1.89% |
$7.75K - $8.39K
|
7.59K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
139+ 1.6% |
$7.64K - $8.27K
|
8.8K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
132+ 1.81% |
$7.26K - $7.86K
|
7.43K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
128New |
$7.04K - $7.62K
|
128
$7.33K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
126+ 2.37% |
$6.93K - $7.5K
|
5.45K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
116+ 1.18% |
$6.38K - $6.9K
|
9.92K
$568K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 1.81% |
$6.05K - $6.55K
|
6.19K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
108+ 1.1% |
$5.94K - $6.43K
|
9.92K
$568K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 0.11% |
$5.88K - $6.37K
|
101K
$5.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.83% |
$5.5K - $5.95K
|
5.57K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
95+ 1.62% |
$5.22K - $5.65K
|
5.95K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 1.9% |
$5.11K - $5.53K
|
4.99K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
91New |
$5K - $5.42K
|
91
$5.21K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
90+ 1.81% |
$4.95K - $5.36K
|
5.07K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
89New |
$4.89K - $5.3K
|
89
$5.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
86+ 0.24% |
$4.73K - $5.12K
|
35.5K
$2.03M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
86+ 1.3% |
$4.73K - $5.12K
|
6.69K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
85+ 11.33% |
$4.67K - $5.06K
|
835
$47.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
81+ 1.79% |
$4.45K - $4.82K
|
4.6K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 0.43% |
$4.34K - $4.7K
|
18.6K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77New |
$4.23K - $4.58K
|
77
$4.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
75+ 0.48% |
$4.12K - $4.46K
|
15.6K
$891K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
60+ 0.99% |
$3.3K - $3.57K
|
6.12K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.2% |
$3.08K - $3.33K
|
28.4K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
56+ 1.34% |
$3.08K - $3.33K
|
4.25K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
56+ 1.56% |
$3.08K - $3.33K
|
3.64K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
53+ 0.62% |
$2.91K - $3.15K
|
8.65K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
50+ 0.23% |
$2.75K - $2.98K
|
21.5K
$1.23M
|