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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 1.11% |
$5.87K - $6.31K
|
10.1K
$615K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-125- 2.41% |
$6.44K - $6.92K
|
5.06K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-158- 0.22% |
$8.14K - $8.74K
|
72.6K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-161- 6.55% |
$8.29K - $8.91K
|
2.3K
$139K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-185- 4.35% |
$9.53K - $10.2K
|
4.07K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-194- 0.43% |
$9.99K - $10.7K
|
45.3K
$2.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-198- 0.12% |
$10.2K - $11K
|
167K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-217- 5.58% |
$11.2K - $12K
|
3.67K
$223K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-229- 14.25% |
$11.8K - $12.7K
|
1.38K
$83.6K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-238- 17.79% |
$12.3K - $13.2K
|
1.1K
$66.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-246- 0.11% |
$12.7K - $13.6K
|
214K
$13M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-260- 2.78% |
$13.4K - $14.4K
|
9.09K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-265- 3.76% |
$13.7K - $14.7K
|
6.79K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-266- 2.46% |
$13.7K - $14.7K
|
10.6K
$640K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-268- 39.82% |
$13.8K - $14.8K
|
405
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-295- 84.29% |
$15.2K - $16.3K
|
55
$3.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 6.42% |
$15.5K - $16.6K
|
4.37K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-319- 0.7% |
$16.4K - $17.7K
|
45.3K
$2.75M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-329- 3.52% |
$16.9K - $18.2K
|
9.03K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-345- 2.22% |
$17.8K - $19.1K
|
15.2K
$924K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-356- 24.52% |
$18.3K - $19.7K
|
1.1K
$66.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-431- 3.19% |
$22.2K - $23.8K
|
13.1K
$795K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-469- 9.39% |
$24.2K - $25.9K
|
4.52K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-519- 4.7% |
$26.7K - $28.7K
|
10.5K
$639K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-539- 12.2% |
$27.8K - $29.8K
|
3.88K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-573- 3.38% |
$29.5K - $31.7K
|
16.4K
$995K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-580- 0.31% |
$29.9K - $32.1K
|
184K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-598- 3.1% |
$30.8K - $33.1K
|
18.7K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-605- 1.41% |
$31.2K - $33.5K
|
42.3K
$2.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-613- 3.8% |
$31.6K - $33.9K
|
15.5K
$942K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-637- 3.74% |
$32.8K - $35.2K
|
16.4K
$996K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-638- 5.63% |
$32.9K - $35.3K
|
10.7K
$649K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-648- 1.52% |
$33.4K - $35.9K
|
42K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-682- 0.72% |
$35.1K - $37.7K
|
93.5K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-697- 7.7% |
$35.9K - $38.6K
|
8.36K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-705- 9.41% |
$36.3K - $39K
|
6.78K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-710- 4.17% |
$36.6K - $39.3K
|
16.3K
$990K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-742- 2.68% |
$38.2K - $41.1K
|
26.9K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-753- 11.95% |
$38.8K - $41.7K
|
5.55K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-786- 8.5% |
$40.5K - $43.5K
|
8.47K
$514K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-815- 15.76% |
$42K - $45.1K
|
4.36K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-834- 4.59% |
$43K - $46.1K
|
17.3K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-863- 9.78% |
$44.5K - $47.7K
|
7.96K
$483K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-866- 3.95% |
$44.6K - $47.9K
|
21K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-923- 11.61% |
$47.5K - $51.1K
|
7.03K
$427K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-949- 12.15% |
$48.9K - $52.5K
|
6.86K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-974- 0.43% |
$50.2K - $53.9K
|
225K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 3.14% |
$51.5K - $55.3K
|
30.9K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.05K- 0.57% |
$54.2K - $58.2K
|
185K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 3.37% |
$56.2K - $60.4K
|
31.3K
$1.9M
|