Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8MNew |
$607M - $652M
|
11.8M
$706M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.17MNew |
$163M - $176M
|
3.17M
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 3.27% |
$55M - $59.1M
|
33.8M
$2.02B
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
838K+ 143.75% |
$43.2M - $46.4M
|
1.42M
$85.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
558K+ 139.4% |
$28.8M - $30.9M
|
959K
$57.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
551K+ 35.31% |
$28.4M - $30.5M
|
2.11M
$126M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
521K+ 40.79% |
$26.9M - $28.8M
|
1.8M
$108M
|
|
|
Jan 10, 2024
Q4 2023
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
504KNew |
$26M - $27.9M
|
504K
$30.2M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
475KNew |
$24.5M - $26.3M
|
475K
$28.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
411K+ 263.15% |
$21.2M - $22.7M
|
567K
$34M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
334KNew |
$17.2M - $18.5M
|
334K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
316K+ 5.72% |
$16.3M - $17.5M
|
5.84M
$350M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
312KNew |
$16.1M - $17.3M
|
312K
$18.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
297K+ 155.02% |
$15.3M - $16.4M
|
488K
$29.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
293K+ 374.93% |
$15.1M - $16.2M
|
372K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
284KNew |
$14.6M - $15.7M
|
284K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
274KNew |
$14.1M - $15.1M
|
274K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
248K+ 19.6% |
$12.8M - $13.7M
|
1.51M
$90.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
236KNew |
$12.1M - $13M
|
236K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 23.07% |
$11.5M - $12.4M
|
1.19M
$71.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
209K+ 5539.77% |
$10.8M - $11.6M
|
213K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
192K+ 30.65% |
$9.87M - $10.6M
|
817K
$48.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
189K+ 216.6% |
$9.71M - $10.4M
|
276K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
172K+ 23.53% |
$8.84M - $9.49M
|
901K
$54M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
171K+ 34.13% |
$8.81M - $9.46M
|
672K
$40.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
140K+ 1783.62% |
$7.19M - $7.72M
|
147K
$8.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
138K+ 105.48% |
$7.12M - $7.65M
|
269K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
132K+ 75.16% |
$6.81M - $7.32M
|
308K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
126K+ 89.28% |
$6.49M - $6.97M
|
267K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
120K+ 1217.68% |
$6.19M - $6.65M
|
130K
$7.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
119K+ 21.19% |
$6.15M - $6.6M
|
682K
$40.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
114K+ 92.02% |
$5.85M - $6.28M
|
237K
$14.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
113K+ 702.41% |
$5.83M - $6.26M
|
129K
$7.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
109K+ 5.98% |
$5.62M - $6.03M
|
1.93M
$116M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
105KNew |
$5.4M - $5.81M
|
105K
$6.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
104K+ 490.0% |
$5.36M - $5.75M
|
125K
$7.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
101K+ 47.14% |
$5.19M - $5.57M
|
314K
$18.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
100K+ 29.8% |
$5.16M - $5.54M
|
437K
$26.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
99.7K+ 30.9% |
$5.14M - $5.52M
|
422K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
99.4K+ 196.2% |
$5.12M - $5.5M
|
150K
$8.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
96.4K+ 4.89% |
$4.97M - $5.34M
|
2.07M
$124M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
94.4K+ 14.56% |
$4.86M - $5.23M
|
743K
$44.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
92.1K+ 43.78% |
$4.74M - $5.09M
|
302K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88.7K+ 8.85% |
$4.57M - $4.91M
|
1.09M
$65.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
86.7KNew |
$4.46M - $4.8M
|
86.7K
$5.19M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
86.6KNew |
$4.46M - $4.79M
|
86.6K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84.6KNew |
$4.36M - $4.68M
|
84.6K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
84.4K+ 53.58% |
$4.35M - $4.67M
|
242K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
81.2KNew |
$4.19M - $4.5M
|
81.2K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81.1KNew |
$4.18M - $4.49M
|
81.1K
$4.86M
|