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
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.24K- 25.95% |
$123K - $133K
|
6.38K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.24K- 9.43% |
$123K - $133K
|
21.5K
$1.16M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.3K- 18.6% |
$127K - $137K
|
10.1K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.31K- 5.93% |
$127K - $137K
|
36.6K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 2.9% |
$130K - $141K
|
79K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.36K- 2.01% |
$130K - $141K
|
115K
$6.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.37K- 12.73% |
$130K - $141K
|
16.2K
$875K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 7.65% |
$131K - $142K
|
28.9K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.43K- 22.36% |
$134K - $145K
|
8.44K
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 5.39% |
$136K - $147K
|
43.3K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.49K- 11.61% |
$137K - $148K
|
18.9K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.59K- 1.34% |
$142K - $154K
|
191K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 7.7% |
$148K - $160K
|
32.3K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.85K- 12.89% |
$157K - $170K
|
19.3K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.89K- 1.16% |
$159K - $172K
|
246K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.07K- 3.05% |
$169K - $183K
|
97.4K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.07K- 6.29% |
$169K - $183K
|
45.7K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.11K- 16.45% |
$171K - $185K
|
15.8K
$849K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.18K- 37.75% |
$175K - $189K
|
5.24K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 0.54% |
$176K - $190K
|
588K
$31.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.61% |
$178K - $193K
|
54.5K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.26K- 48.3% |
$179K - $194K
|
3.49K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 75.28% |
$183K - $198K
|
1.09K
$58.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.33K- 8.84% |
$183K - $198K
|
34.4K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.37K- 24.59% |
$186K - $201K
|
10.3K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-3.38K- 23.7% |
$186K - $201K
|
10.9K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.39K- 7.03% |
$186K - $202K
|
44.8K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.47K- 1.26% |
$191K - $207K
|
272K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-3.61K- 1.81% |
$198K - $215K
|
195K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.7K- 79.4% |
$203K - $220K
|
960
$51.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.15K- 17.44% |
$228K - $247K
|
19.7K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 5.05% |
$229K - $248K
|
78.4K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 6.21% |
$231K - $250K
|
63.5K
$3.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.31K- 8.21% |
$237K - $256K
|
48.1K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.31K- 2.85% |
$237K - $257K
|
147K
$7.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.38K- 11.83% |
$241K - $261K
|
32.7K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.42K- 0.17% |
$243K - $263K
|
2.57M
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.46K- 6.64% |
$245K - $265K
|
62.6K
$3.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.6K- 2.54% |
$253K - $274K
|
177K
$9.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.68K- 8.34% |
$257K - $278K
|
51.4K
$2.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.79K- 12.68% |
$263K - $285K
|
32.9K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.85K- 71.16% |
$267K - $289K
|
1.97K
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-5.16K- 12.91% |
$284K - $307K
|
34.8K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.18K- 4.65% |
$285K - $308K
|
106K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.28K- 3.74% |
$290K - $314K
|
136K
$7.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.32K- 8.6% |
$292K - $316K
|
56.5K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.4K- 8.11% |
$297K - $321K
|
61.2K
$3.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.5K- 39.64% |
$302K - $327K
|
8.37K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.54K- 50.24% |
$304K - $329K
|
5.48K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.65K- 2.81% |
$311K - $336K
|
196K
$10.5M
|