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 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-5.94K- 1.16% |
$327K - $353K
|
505K
$28.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.05K- 20.24% |
$332K - $360K
|
23.8K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.16K- 1.61% |
$339K - $367K
|
376K
$21.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.19K- 7.97% |
$340K - $368K
|
71.5K
$4.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.4K- 3.84% |
$352K - $381K
|
160K
$9.18M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.49K- 20.32% |
$357K - $386K
|
25.4K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.62K- 42.88% |
$364K - $394K
|
8.82K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.74K- 3.81% |
$370K - $401K
|
170K
$9.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-6.8K- 4.44% |
$374K - $404K
|
146K
$8.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.36K- 24.43% |
$405K - $438K
|
22.8K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.49K- 25.48% |
$412K - $446K
|
21.9K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-7.65K- 5.03% |
$421K - $455K
|
144K
$8.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-7.85K- 4.39% |
$432K - $467K
|
171K
$9.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.95K- 58.03% |
$437K - $473K
|
5.75K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.96K- 7.14% |
$438K - $474K
|
104K
$5.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.1K- 32.12% |
$445K - $482K
|
17.1K
$980K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8.2K- 18.1% |
$451K - $488K
|
37.1K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.21K- 4.04% |
$452K - $489K
|
195K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.27K- 5.45% |
$455K - $492K
|
143K
$8.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.39K- 6.34% |
$461K - $499K
|
124K
$7.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-8.6K- 12.16% |
$473K - $512K
|
62.1K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-8.69K- 14.91% |
$478K - $517K
|
49.6K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.72K- 5.73% |
$479K - $519K
|
143K
$8.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-9.16K- 42.05% |
$504K - $545K
|
12.6K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.31K- 21.27% |
$512K - $554K
|
34.4K
$1.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-9.64K- 64.47% |
$530K - $573K
|
5.31K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.64K- 35.1% |
$530K - $574K
|
17.8K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.74K- 60.93% |
$535K - $579K
|
6.24K
$358K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.82K- 24.46% |
$540K - $584K
|
30.3K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.93K- 2.14% |
$546K - $591K
|
454K
$26M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.98K- 27.37% |
$548K - $594K
|
26.5K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-10.1K- 8.69% |
$556K - $601K
|
106K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.1K- 63.25% |
$556K - $602K
|
5.88K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.3K- 75.43% |
$569K - $615K
|
3.37K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 12.08% |
$572K - $619K
|
75.8K
$4.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-10.7K- 37.84% |
$586K - $634K
|
17.5K
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11K- 38.41% |
$603K - $653K
|
17.6K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-11.1K- 16.96% |
$608K - $658K
|
54.1K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-11.4K- 61.64% |
$628K - $680K
|
7.11K
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 8.6% |
$634K - $686K
|
122K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 22.32% |
$644K - $697K
|
40.8K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.7K- 24.55% |
$646K - $699K
|
36.1K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.3K- 13.4% |
$676K - $732K
|
79.5K
$4.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.3K- 80.1% |
$676K - $732K
|
3.06K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.5K- 22.87% |
$688K - $744K
|
42.2K
$2.42M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.6K- 8.42% |
$692K - $749K
|
137K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-13.8K- 3.75% |
$758K - $821K
|
354K
$20.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-13.9K- 18.17% |
$766K - $829K
|
62.7K
$3.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.2K- 9.53% |
$780K - $844K
|
135K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 13.72% |
$786K - $851K
|
89.9K
$5.15M
|