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 13, 2024 Q4 2023
Angeles Wealth Management, LLC

BUY
 -
400
New
$20.6K - $22.1K
400 $24.3K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

BUY
 -
385
+ 5.08%
$19.8K - $21.3K
7.97K $484K
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
381
+ 1.77%
$19.6K - $21.1K
21.9K $1.33M
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
360
+ 19.91%
$18.5K - $19.9K
2.17K $132K
Feb 14, 2024 Q4 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
350
New
$18K - $19.4K
350 $21.2K
Jan 11, 2024 Q4 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
349
New
$18K - $19.3K
349 $21.2K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
347
+ 12.14%
$17.9K - $19.2K
3.21K $195K
Jan 30, 2024 Q4 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
341
+ 7.83%
$17.6K - $18.9K
4.7K $285K
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
335
+ 4.08%
$17.3K - $18.5K
8.55K $519K
Jan 10, 2024 Q4 2023
Lex Aurum Advisors, LLC

BUY
 -
333
+ 1.21%
$17.2K - $18.4K
27.8K $1.69M
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
328
+ 5.54%
$16.9K - $18.1K
6.25K $379K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
326
+ 90.56%
$16.8K - $18K
686 $41.6K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
311
+ 1.37%
$16K - $17.2K
23K $1.4M
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
305
+ 0.6%
$15.7K - $16.9K
51.3K $3.11M
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
295
+ 536.36%
$15.2K - $16.3K
350 $21.2K
Feb 02, 2024 Q4 2023
Capital Advisors, Ltd. LLC

BUY
 -
291
+ 79.29%
$15K - $16.1K
658 $39.9K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
287
+ 33.57%
$14.8K - $15.9K
1.14K $69.3K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
286
+ 0.3%
$14.7K - $15.8K
94.8K $5.75M
Jan 17, 2024 Q4 2023
Keystone Wealth Services, LLC

BUY
 -
282
+ 7.51%
$14.5K - $15.6K
4.04K $245K
Jan 09, 2024 Q4 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
259
+ 2.58%
$13.3K - $14.3K
10.3K $625K
Feb 14, 2024 Q4 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
253
+ 3.62%
$13K - $14K
7.25K $440K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
250
New
$12.9K - $13.8K
250 $15.2K
Feb 13, 2024 Q4 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
246
+ 1.44%
$12.7K - $13.6K
17.3K $1.05M
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
240
New
$12.4K - $13.3K
240 $14.6K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
240
New
$12.4K - $13.3K
240 $14.6K
Feb 06, 2024 Q4 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
233
+ 0.93%
$12K - $12.9K
25.4K $1.54M
Feb 09, 2024 Q4 2023
Aft, Forsyth & Company, Inc.

BUY
 -
231
+ 5.1%
$11.9K - $12.8K
4.76K $289K
Jan 10, 2024 Q4 2023
Trust CO

BUY
 -
227
+ 1.83%
$11.7K - $12.6K
12.6K $766K
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
214
New
$11K - $11.8K
214 $13K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
200
+ 21.6%
$10.3K - $11.1K
1.13K $68.3K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
200
New
$10.3K - $11.1K
200 $12.1K
Feb 09, 2024 Q4 2023
Paragon Private Wealth Management, LLC

BUY
 -
196
+ 2.32%
$10.1K - $10.8K
8.63K $524K
Feb 13, 2024 Q4 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
195
+ 2.09%
$10K - $10.8K
9.51K $577K
Jan 10, 2024 Q4 2023
Wealth Management Partners, LLC

BUY
 -
195
+ 2.03%
$10K - $10.8K
9.82K $596K
Feb 08, 2024 Q4 2023
True Wealth Advisors, LLC

BUY
 -
165
+ 0.24%
$8.5K - $9.13K
68.1K $4.13M
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
162
+ 1.01%
$8.34K - $8.96K
16.2K $984K
Jan 08, 2024 Q4 2023
Capital Market Strategies LLC

BUY
 -
161
+ 1.14%
$8.29K - $8.91K
14.3K $870K
Feb 13, 2024 Q4 2023
Belmont Capital, LLC

BUY
 -
158
+ 1.69%
$8.14K - $8.74K
9.52K $578K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
158
+ 7.61%
$8.14K - $8.74K
2.24K $136K
Jan 09, 2024 Q4 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
150
+ 0.56%
$7.73K - $8.3K
27K $1.64M
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
150
New
$7.73K - $8.3K
150 $9.1K
Jan 19, 2024 Q4 2023
Columbus Macro, LLC

BUY
 -
149
+ 1.44%
$7.67K - $8.24K
10.5K $636K
Feb 06, 2024 Q4 2023
National Bank Of Canada

BUY
 -
135
+ 19.71%
$6.95K - $7.47K
820 $49.8K
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

BUY
 -
120
+ 2.09%
$6.18K - $6.64K
5.86K $356K
Jan 18, 2024 Q4 2023
John W. Brooker & Co., Cp As

BUY
 -
116
+ 1.79%
$5.98K - $6.42K
6.59K $400K
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

BUY
 -
111
+ 0.36%
$5.72K - $6.14K
30.7K $1.86M
Feb 01, 2024 Q4 2023
Cutter & CO Brokerage, Inc.

BUY
 -
109
+ 1.5%
$5.61K - $6.03K
7.4K $449K
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
109
+ 1.88%
$5.61K - $6.03K
5.91K $359K
Feb 14, 2024 Q4 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
105
+ 16.15%
$5.41K - $5.81K
755 $45.8K

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