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 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.54K+ 5.23% |
$140K - $151K
|
51.1K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 9.98% |
$139K - $151K
|
27.9K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.47K+ 54.12% |
$136K - $147K
|
7.02K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 1.07% |
$135K - $146K
|
232K
$13.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.45K+ 12.51% |
$135K - $146K
|
22K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.42K+ 16.24% |
$133K - $144K
|
17.3K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.42K+ 2.93% |
$133K - $144K
|
84.8K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.41K+ 12.37% |
$133K - $144K
|
21.9K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.4K+ 63.61% |
$132K - $143K
|
6.18K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.4K+ 5.17% |
$132K - $143K
|
48.8K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.37K+ 2.51% |
$130K - $141K
|
96.7K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.36K+ 12.62% |
$130K - $140K
|
21K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.31K+ 43.99% |
$127K - $138K
|
7.56K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.29K+ 3175.0% |
$126K - $136K
|
2.36K
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.28K+ 25.61% |
$126K - $136K
|
11.2K
$660K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.28K+ 5.97% |
$125K - $136K
|
40.4K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.27K+ 8.03% |
$125K - $135K
|
30.5K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.25K+ 2.1% |
$124K - $134K
|
110K
$6.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.24K+ 4.31% |
$123K - $133K
|
54.1K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.19K+ 5.75% |
$120K - $130K
|
40.3K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.19K+ 2.2% |
$120K - $130K
|
102K
$6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.18K+ 1.46% |
$120K - $130K
|
152K
$8.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.15K+ 20.84% |
$118K - $128K
|
12.5K
$734K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.15K+ 1.15% |
$118K - $128K
|
189K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.12K+ 9.17% |
$116K - $126K
|
25.2K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.09K+ 42.08% |
$115K - $124K
|
7.04K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.07K+ 37.86% |
$114K - $123K
|
7.52K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.06K+ 1.3% |
$113K - $122K
|
160K
$9.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.03K+ 3.12% |
$112K - $121K
|
67.1K
$3.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.02K+ 13.26% |
$111K - $120K
|
17.3K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 37.74% |
$111K - $120K
|
7.39K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 48.55% |
$111K - $120K
|
6.19K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.01K+ 43.4% |
$110K - $119K
|
6.63K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2KNew |
$110K - $119K
|
2K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.99K+ 30.92% |
$109K - $118K
|
8.41K
$496K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.96K+ 29.15% |
$107K - $116K
|
8.66K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.94K+ 46.77% |
$107K - $116K
|
6.1K
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.93K+ 11.77% |
$106K - $115K
|
18.3K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92K+ 10.49% |
$106K - $114K
|
20.3K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
1.92K+ 7.61% |
$106K - $114K
|
27.2K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.89KNew |
$104K - $113K
|
1.89K
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.88K+ 19.84% |
$104K - $112K
|
11.4K
$671K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 3.4% |
$103K - $111K
|
56.8K
$3.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.86K+ 29.62% |
$102K - $111K
|
8.13K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.85K+ 9.56% |
$102K - $110K
|
21.2K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.84K+ 15.62% |
$101K - $109K
|
13.6K
$803K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.81KNew |
$99.5K - $108K
|
1.81K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.78K+ 34.13% |
$97.6K - $106K
|
6.98K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.77K+ 22.45% |
$97.5K - $106K
|
9.67K
$570K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 10.44% |
$96.4K - $104K
|
18.6K
$1.09M
|