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 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.6K+ 429.6% |
$4.1M - $4.44M
|
92K
$5.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
74.6K+ 28.64% |
$4.1M - $4.44M
|
335K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74.2K+ 432.52% |
$4.08M - $4.42M
|
91.4K
$5.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
74.1K+ 97.54% |
$4.08M - $4.41M
|
150K
$8.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72.5K+ 8.31% |
$3.99M - $4.32M
|
946K
$55.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
69K+ 8.94% |
$3.79M - $4.1M
|
840K
$49.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
67K+ 11.23% |
$3.68M - $3.99M
|
664K
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
65.4K+ 17.02% |
$3.59M - $3.89M
|
449K
$26.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
64.1KNew |
$3.52M - $3.81M
|
64.1K
$3.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
61.3K+ 79.42% |
$3.37M - $3.65M
|
138K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
60.2K+ 34.41% |
$3.31M - $3.58M
|
235K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.4K+ 0.9% |
$3.27M - $3.54M
|
6.63M
$391M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59K+ 64.53% |
$3.24M - $3.51M
|
150K
$8.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58.6K+ 59.34% |
$3.22M - $3.49M
|
157K
$9.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
57.1K+ 40.13% |
$3.14M - $3.4M
|
200K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
57K+ 37.1% |
$3.14M - $3.39M
|
211K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56.8K+ 9.51% |
$3.13M - $3.38M
|
655K
$38.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55.9K+ 6.93% |
$3.07M - $3.33M
|
862K
$50.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55.7K+ 32.53% |
$3.06M - $3.31M
|
227K
$13.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
54.1K+ 191.86% |
$2.97M - $3.22M
|
82.3K
$4.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
53.2K+ 659.29% |
$2.93M - $3.17M
|
61.3K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
51.4KNew |
$2.83M - $3.06M
|
51.4K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.7K+ 7.18% |
$2.79M - $3.02M
|
757K
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
50.5K+ 51.82% |
$2.77M - $3M
|
148K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49.2KNew |
$2.71M - $2.93M
|
49.2K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
46.7K+ 179.39% |
$2.56M - $2.78M
|
72.7K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
46KNew |
$2.53M - $2.74M
|
46K
$2.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
46K+ 84.38% |
$2.53M - $2.74M
|
101K
$5.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45.8K+ 20.38% |
$2.52M - $2.73M
|
270K
$15.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 6.34% |
$2.47M - $2.68M
|
755K
$44.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43.4K+ 17.2% |
$2.38M - $2.58M
|
295K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
43.2K+ 532.68% |
$2.37M - $2.57M
|
51.3K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.9K+ 44.57% |
$2.36M - $2.55M
|
139K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
42.8K+ 8.89% |
$2.35M - $2.55M
|
524K
$30.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
42.5K+ 35.35% |
$2.34M - $2.53M
|
163K
$9.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
42.2K+ 28.12% |
$2.32M - $2.51M
|
192K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
41.5K+ 358.7% |
$2.28M - $2.47M
|
53K
$3.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
40.3K+ 2.95% |
$2.22M - $2.4M
|
1.41M
$83M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
38.3K+ 19.03% |
$2.1M - $2.28M
|
239K
$14.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
37.7K+ 66.97% |
$2.07M - $2.24M
|
93.9K
$5.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
37.6KNew |
$2.06M - $2.23M
|
37.6K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36.8K+ 98.15% |
$2.02M - $2.19M
|
74.3K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34.9K+ 2.48% |
$1.92M - $2.08M
|
1.44M
$85.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
33.5K+ 11.58% |
$1.84M - $1.99M
|
323K
$19M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.1K+ 63.03% |
$1.82M - $1.97M
|
85.6K
$5.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.79M - $1.94M
|
32.5K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
32.5K+ 102.46% |
$1.78M - $1.93M
|
64.1K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
32.4K+ 14.44% |
$1.78M - $1.93M
|
257K
$15.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
32.2K+ 87.82% |
$1.77M - $1.92M
|
68.9K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
31.2KNew |
$1.72M - $1.86M
|
31.2K
$1.84M
|