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 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.08K- 6.78% |
$59.6K - $64.5K
|
14.9K
$803K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 0.71% |
$60.3K - $65.2K
|
153K
$8.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.13K- 3.27% |
$62K - $67.1K
|
33.4K
$1.8M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.15K- 2.77% |
$63K - $68.1K
|
40.3K
$2.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.06% |
$63.8K - $69K
|
36.8K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 24.74% |
$65.5K - $70.9K
|
3.62K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2K- 0.8% |
$66.1K - $71.6K
|
148K
$7.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.21K- 2.95% |
$66.5K - $71.9K
|
39.7K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 57.5% |
$69.8K - $75.5K
|
938
$50.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.66% |
$70.1K - $75.9K
|
75.7K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.29K- 3.06% |
$70.6K - $76.5K
|
40.7K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.3K- 2.0% |
$71.5K - $77.4K
|
63.6K
$3.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 12.1% |
$72.1K - $78.1K
|
9.53K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.34K- 15.43% |
$73.8K - $79.9K
|
7.36K
$396K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.34K- 10.23% |
$73.8K - $79.9K
|
11.8K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.35K- 5.71% |
$73.9K - $80K
|
22.2K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.35K- 3.13% |
$74.1K - $80.2K
|
41.7K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 2.3% |
$74.4K - $80.5K
|
57.6K
$3.1M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-1.36K- 15.52% |
$75K - $81.2K
|
7.42K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.37K- 9.41% |
$75.1K - $81.3K
|
13.2K
$708K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.38K- 1.37% |
$76.1K - $82.4K
|
100K
$5.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.41K- 2.61% |
$77.6K - $84K
|
52.7K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 7.57% |
$79K - $85.5K
|
17.6K
$945K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.45K- 4.62% |
$79.7K - $86.2K
|
29.9K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 12.27% |
$80K - $86.6K
|
10.4K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 5.65% |
$81.3K - $88K
|
24.7K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.49K- 9.71% |
$81.9K - $88.7K
|
13.9K
$746K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.49K- 44.5% |
$81.9K - $88.7K
|
1.86K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.49K- 4.68% |
$82.1K - $88.8K
|
30.4K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.5K- 6.61% |
$82.5K - $89.3K
|
21.2K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.57K- 17.5% |
$86.1K - $93.2K
|
7.38K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6K- 2.81% |
$88.1K - $95.4K
|
55.5K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-1.62K- 8.19% |
$89.3K - $96.6K
|
18.2K
$980K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 5.01% |
$90.7K - $98.1K
|
31.3K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.69K- 15.13% |
$93.1K - $101K
|
9.5K
$512K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.7K- 7.28% |
$93.4K - $101K
|
21.6K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 1.76% |
$94.5K - $102K
|
95.8K
$5.16M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.74K- 0.89% |
$95.6K - $103K
|
193K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.77K- 2.5% |
$97K - $105K
|
68.7K
$3.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.8K- 2.93% |
$99K - $107K
|
59.7K
$3.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.82K- 1.69% |
$99.9K - $108K
|
106K
$5.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.85K- 9.16% |
$102K - $110K
|
18.3K
$986K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.86K- 20.5% |
$102K - $110K
|
7.2K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.87K- 33.89% |
$103K - $112K
|
3.66K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.96K- 0.77% |
$108K - $117K
|
254K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 8.03% |
$108K - $117K
|
22.6K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.02K- 13.09% |
$111K - $120K
|
13.4K
$723K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 0.4% |
$112K - $121K
|
502K
$27M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.04K- 10.35% |
$112K - $121K
|
17.6K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.04K- 3.16% |
$112K - $122K
|
62.5K
$3.37M
|