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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-303- 2.22% |
$16.7K - $18K
|
13.3K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-344- 3.92% |
$18.9K - $20.5K
|
8.43K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.64% |
$19.1K - $20.6K
|
53.6K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-352- 1.93% |
$19.4K - $20.9K
|
17.9K
$965K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-355- 3.23% |
$19.5K - $21.1K
|
10.7K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-362- 0.59% |
$19.9K - $21.5K
|
61.2K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-366- 1.24% |
$20.1K - $21.8K
|
29.2K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-392- 6.33% |
$21.6K - $23.3K
|
5.8K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-431- 3.07% |
$23.7K - $25.6K
|
13.6K
$732K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-442- 1.34% |
$24.3K - $26.3K
|
32.6K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-480- 9.0% |
$26.4K - $28.6K
|
4.86K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-509- 0.87% |
$28K - $30.3K
|
57.9K
$3.12M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-515- 2.72% |
$28.3K - $30.6K
|
18.4K
$990K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-516- 2.74% |
$28.4K - $30.7K
|
18.3K
$986K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-537- 1.45% |
$29.5K - $32K
|
36.4K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-580- 3.69% |
$31.9K - $34.5K
|
15.2K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-581- 2.43% |
$31.9K - $34.6K
|
23.3K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-590- 2.02% |
$32.4K - $35.1K
|
28.6K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-606- 6.28% |
$33.3K - $36.1K
|
9.04K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-623- 1.25% |
$34.3K - $37.1K
|
49.1K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-628- 84.75% |
$34.5K - $37.4K
|
113
$6.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-630- 1.2% |
$34.6K - $37.5K
|
51.9K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$479K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-638- 2.83% |
$35.1K - $38K
|
21.9K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-664- 10.5% |
$36.5K - $39.5K
|
5.66K
$305K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-669- 37.23% |
$36.8K - $39.8K
|
1.13K
$60.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-695- 2.88% |
$38.2K - $41.4K
|
23.4K
$1.26M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-704- 29.07% |
$38.7K - $41.9K
|
1.72K
$92.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-709- 13.78% |
$39K - $42.2K
|
4.44K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-732- 2.23% |
$40.2K - $43.6K
|
32.2K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-736- 31.66% |
$40.5K - $43.8K
|
1.59K
$85.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-756- 5.11% |
$41.6K - $45K
|
14K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-763- 3.86% |
$41.9K - $45.4K
|
19K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-764- 16.55% |
$42K - $45.5K
|
3.85K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-779- 3.7% |
$42.8K - $46.4K
|
20.3K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-792- 3.83% |
$43.5K - $47.1K
|
19.9K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-800- 4.95% |
$44K - $47.6K
|
15.4K
$828K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-806- 15.93% |
$44.3K - $48K
|
4.26K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-817- 9.01% |
$44.9K - $48.6K
|
8.25K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-841- 7.7% |
$46.2K - $50K
|
10.1K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-876- 56.44% |
$48.2K - $52.1K
|
676
$36.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-885- 13.52% |
$48.7K - $52.7K
|
5.66K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-898- 7.47% |
$49.4K - $53.4K
|
11.1K
$599K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-943- 5.73% |
$51.8K - $56.1K
|
15.5K
$835K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-950- 4.25% |
$52.2K - $56.5K
|
21.4K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-973- 8.32% |
$53.5K - $57.9K
|
10.7K
$577K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-983- 4.54% |
$54K - $58.5K
|
20.7K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1K- 9.01% |
$55.2K - $59.7K
|
10.1K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1K- 7.68% |
$55.2K - $59.7K
|
12.1K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.67% |
$56.8K - $61.5K
|
17.2K
$926K
|