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
|
Cooper Financial Group
|
SELL
|
- |
-13.8K- 3.75% |
$758K - $821K
|
354K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-13.9K- 18.17% |
$766K - $829K
|
62.7K
$3.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.2K- 9.53% |
$780K - $844K
|
135K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 13.72% |
$786K - $851K
|
89.9K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.4K- 36.58% |
$794K - $859K
|
25K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7K- 9.5% |
$808K - $875K
|
140K
$7.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.1K- 7.55% |
$830K - $899K
|
185K
$9.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.2K- 8.7% |
$835K - $904K
|
159K
$8.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.5K- 24.31% |
$850K - $921K
|
48.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 18.44% |
$916K - $991K
|
73.7K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.9K- 33.17% |
$930K - $1.01M
|
34.1K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17K- 88.88% |
$937K - $1.01M
|
2.13K
$115K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.7K- 4.9% |
$1.03M - $1.11M
|
364K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-19.9K- 3.47% |
$1.1M - $1.19M
|
554K
$29.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-20.3K- 61.45% |
$1.12M - $1.21M
|
12.7K
$685K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.2K- 23.55% |
$1.17M - $1.26M
|
68.9K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.4K- 16.65% |
$1.18M - $1.28M
|
107K
$5.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 26.09% |
$1.28M - $1.39M
|
66.1K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 48.4% |
$1.3M - $1.4M
|
25.1K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-23.8K- 70.82% |
$1.31M - $1.41M
|
9.8K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 79.37% |
$1.42M - $1.53M
|
6.7K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25.8K- 3.95% |
$1.42M - $1.54M
|
627K
$33.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-26.3K- 21.67% |
$1.45M - $1.57M
|
95.2K
$5.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.5K- 83.82% |
$1.51M - $1.63M
|
5.3K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28K- 20.33% |
$1.54M - $1.67M
|
110K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.3K- 18.57% |
$1.55M - $1.68M
|
124K
$6.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.5K- 15.11% |
$1.56M - $1.69M
|
160K
$8.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31.6K- 6.27% |
$1.74M - $1.88M
|
472K
$25.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-33.9K- 5.47% |
$1.87M - $2.02M
|
587K
$31.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-36K- 60.96% |
$1.98M - $2.14M
|
23.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-36.2K- 43.59% |
$1.99M - $2.15M
|
46.9K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-36.6K- 10.65% |
$2.01M - $2.18M
|
307K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36.7K- 14.09% |
$2.02M - $2.18M
|
224K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38.7K- 77.0% |
$2.13M - $2.3M
|
11.6K
$622K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-40.3K- 42.1% |
$2.22M - $2.4M
|
55.4K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41.7K- 17.56% |
$2.29M - $2.48M
|
196K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-41.9K- 23.47% |
$2.3M - $2.49M
|
137K
$7.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-41.9K- 12.22% |
$2.3M - $2.49M
|
301K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-44K- 82.58% |
$2.42M - $2.62M
|
9.28K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.9K- 20.05% |
$2.69M - $2.91M
|
195K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-51.1K- 23.62% |
$2.81M - $3.04M
|
165K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56K- 18.39% |
$3.08M - $3.33M
|
248K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-61.9K- 88.71% |
$3.4M - $3.68M
|
7.87K
$424K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-62.2K- 99.73% |
$3.42M - $3.7M
|
171
$9.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.2K- 81.03% |
$3.53M - $3.82M
|
15K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-72.2K- 47.07% |
$3.97M - $4.3M
|
81.2K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-78K- 56.77% |
$4.29M - $4.64M
|
59.4K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80K- 21.41% |
$4.4M - $4.76M
|
293K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85.6K- 20.21% |
$4.7M - $5.09M
|
338K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-99.3K- 36.22% |
$5.46M - $5.91M
|
175K
$9.41M
|