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 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.8K+ 13.19% |
$264K - $286K
|
41.2K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.8K+ 5.98% |
$264K - $285K
|
85.1K
$5.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.79K+ 72.22% |
$263K - $285K
|
11.4K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.77KNew |
$262K - $284K
|
4.77K
$281K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.76K+ 10.59% |
$262K - $283K
|
49.7K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.74K+ 3.49% |
$261K - $282K
|
140K
$8.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.72KNew |
$259K - $281K
|
4.72K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.69K+ 87.46% |
$258K - $279K
|
10K
$592K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.65K+ 16.54% |
$256K - $277K
|
32.8K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
4.63K+ 0.98% |
$255K - $276K
|
477K
$28.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
4.54K+ 1.66% |
$250K - $270K
|
278K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.52KNew |
$249K - $269K
|
4.52K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.5K+ 59.0% |
$247K - $268K
|
12.1K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.49K+ 84.45% |
$247K - $267K
|
9.81K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.43K+ 46.95% |
$244K - $264K
|
13.9K
$818K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.43KNew |
$244K - $264K
|
4.43K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
4.43KNew |
$243K - $263K
|
4.43K
$261K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.42K+ 0.99% |
$243K - $263K
|
451K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.39KNew |
$242K - $261K
|
4.39K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.29K+ 6.55% |
$236K - $255K
|
69.7K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.27KNew |
$235K - $254K
|
4.27K
$251K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.26KNew |
$234K - $254K
|
4.26K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.25K+ 4.81% |
$234K - $253K
|
92.6K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.19K+ 2.71% |
$230K - $249K
|
159K
$9.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.17KNew |
$229K - $248K
|
4.17K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.17KNew |
$229K - $248K
|
4.17K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.17K+ 44.72% |
$229K - $248K
|
13.5K
$796K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.16K+ 52.51% |
$228K - $247K
|
12.1K
$711K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.15KNew |
$228K - $247K
|
4.15K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.13KNew |
$227K - $246K
|
4.13K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$226K - $245K
|
4.11K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.1K+ 3.85% |
$226K - $244K
|
111K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.1K+ 3.57% |
$225K - $244K
|
119K
$7.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.09K+ 3.38% |
$225K - $243K
|
125K
$7.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
4.01K+ 11.02% |
$221K - $239K
|
40.4K
$2.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.95KNew |
$217K - $235K
|
3.95K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.93K+ 8.29% |
$216K - $234K
|
51.3K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.88KNew |
$213K - $231K
|
3.88K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.87K+ 8.51% |
$213K - $230K
|
49.4K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.85KNew |
$212K - $229K
|
3.85K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.78K+ 1.22% |
$208K - $225K
|
314K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.75K+ 89.72% |
$206K - $223K
|
7.93K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.74KNew |
$205K - $222K
|
3.74K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.71K+ 7.73% |
$204K - $221K
|
51.8K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.71K+ 19.82% |
$204K - $221K
|
22.4K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.69K+ 3.61% |
$203K - $220K
|
106K
$6.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
3.68K+ 78.63% |
$202K - $219K
|
8.36K
$493K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.68K+ 14.15% |
$202K - $219K
|
29.7K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.65K+ 23.73% |
$201K - $217K
|
19K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.65K+ 39.89% |
$201K - $217K
|
12.8K
$754K
|