Purchases and Sales Made in Q4 2023 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Feb 09, 2024 Q4 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
1K
New
$51.5K - $55.3K
1K $60.7K
Jan 26, 2024 Q4 2023
Janiczek Wealth Management, LLC

BUY
 -
993
+ 174.82%
$51.1K - $54.9K
1.56K $94.7K
Jan 19, 2024 Q4 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
957
New
$49.3K - $53K
957 $58.1K
Jan 11, 2024 Q4 2023
Thomasville National Bank

BUY
 -
945
+ 1.19%
$48.7K - $52.3K
80K $4.86M
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
929
+ 17.66%
$47.9K - $51.4K
6.19K $376K
Jan 29, 2024 Q4 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
899
+ 7.42%
$46.3K - $49.7K
13K $790K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
896
+ 15.26%
$46.2K - $49.6K
6.77K $411K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
892
+ 5575.0%
$45.9K - $49.4K
908 $55.1K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
877
+ 3.57%
$45.2K - $48.5K
25.4K $1.54M
May 06, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
861
New
$44.4K - $47.6K
861 $52.3K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
856
+ 15.53%
$44.1K - $47.4K
6.37K $386K
Jan 17, 2024 Q4 2023
Courier Capital LLC

BUY
 -
842
+ 8.53%
$43.4K - $46.6K
10.7K $650K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
830
+ 2.39%
$42.8K - $45.9K
35.6K $2.16M
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
796
+ 32.62%
$41K - $44K
3.24K $196K
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
792
New
$40.8K - $43.8K
792 $48.1K
Jan 23, 2024 Q4 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
787
+ 17.59%
$40.5K - $43.5K
5.26K $319K
Feb 01, 2024 Q4 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
763
New
$39.3K - $42.2K
763 $46.3K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
744
+ 2.34%
$38.3K - $41.2K
32.6K $1.98M
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
742
+ 9.19%
$38.2K - $41.1K
8.82K $535K
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
740
+ 2.28%
$38.1K - $40.9K
33.2K $2.02M
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
692
New
$35.6K - $38.3K
692 $42K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
670
+ 0.99%
$34.5K - $37.1K
68.2K $4.14M
Feb 09, 2024 Q4 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
666
+ 1.53%
$34.3K - $36.8K
44.2K $2.68M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
662
+ 2.1%
$34.1K - $36.6K
32.2K $1.96M
Feb 06, 2024 Q4 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
662
+ 7.9%
$34.1K - $36.6K
9.04K $549K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
638
+ 0.37%
$32.9K - $35.3K
172K $10.5M
Jan 09, 2024 Q4 2023
Chronos Wealth Management, LLC

BUY
 -
603
+ 2.39%
$31.1K - $33.4K
25.8K $1.57M
Jan 29, 2024 Q4 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
603
+ 0.89%
$31.1K - $33.4K
68.2K $4.14M
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
600
+ 400.0%
$30.9K - $33.2K
750 $45.5K
Feb 06, 2024 Q4 2023
Moser Wealth Advisors, LLC

BUY
 -
600
+ 2.1%
$30.9K - $33.2K
29.1K $1.77M
Feb 28, 2024 Q4 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
600
+ 28.21%
$30.9K - $33.2K
2.73K $166K
Jan 29, 2024 Q4 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
572
+ 10.52%
$29.5K - $31.6K
6.01K $365K
Feb 12, 2024 Q4 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
560
+ 8.34%
$28.8K - $31K
7.28K $442K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
550
+ 3.06%
$28.3K - $30.4K
18.6K $1.13M
Feb 09, 2024 Q4 2023
Black Diamond Wealth Management Inc.

BUY
 -
548
+ 2.53%
$28.2K - $30.3K
22.2K $1.35M
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
544
+ 3.35%
$28K - $30.1K
16.8K $1.02M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
542
New
$27.9K - $30K
542 $32.9K
Jan 31, 2024 Q4 2023
Opus Capital Group, LLC

BUY
 -
536
+ 3.12%
$27.6K - $29.7K
17.7K $1.07M
Jun 28, 2024 Q4 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
531
New
$27.4K - $29.4K
531 $32.2K
Jan 23, 2024 Q4 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
519
+ 9.16%
$26.7K - $28.7K
6.19K $375K
Feb 14, 2024 Q4 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
516
+ 7.25%
$26.6K - $28.6K
7.63K $463K
Jan 23, 2024 Q4 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
510
+ 13.37%
$26.3K - $28.2K
4.33K $262K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
492
New
$25.3K - $27.2K
492 $29.9K
Jan 10, 2024 Q4 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
462
+ 1.88%
$23.8K - $25.6K
25K $1.52M
May 20, 2024 Q4 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
451
+ 0.59%
$23.2K - $25K
77.4K $4.7M
Feb 07, 2024 Q4 2023
Gables Capital Management Inc.

BUY
 -
435
+ 1.32%
$22.4K - $24.1K
33.4K $2.03M
Jan 19, 2024 Q4 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
427
+ 3.41%
$22K - $23.6K
13K $786K
Feb 05, 2024 Q4 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
408
+ 0.91%
$21K - $22.6K
45.5K $2.76M
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
403
New
$20.8K - $22.3K
403 $24.5K

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