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 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.14K- 2.4% |
$58.7K - $63.1K
|
46.3K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.18K- 25.0% |
$60.5K - $65K
|
3.53K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 69.31% |
$61.7K - $66.2K
|
530
$31K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.2K- 6.89% |
$61.8K - $66.3K
|
16.2K
$947K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.21K- 10.71% |
$62.1K - $66.7K
|
10K
$587K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 66.65% |
$63.1K - $67.8K
|
613
$35.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.25K- 19.16% |
$64.4K - $69.2K
|
5.28K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.33K- 9.68% |
$68.5K - $73.5K
|
12.4K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 9.05% |
$69.5K - $74.7K
|
13.6K
$794K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.39K- 13.66% |
$71.3K - $76.6K
|
8.76K
$512K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.39K- 13.66% |
$71.3K - $76.6K
|
8.76K
$512K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.44K- 7.7% |
$74.2K - $79.7K
|
17.3K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.45K- 7.11% |
$74.7K - $80.2K
|
18.9K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.45K- 4.42% |
$74.9K - $80.4K
|
31.4K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.48K- 3.83% |
$76.1K - $81.7K
|
37.1K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 10.8% |
$78.2K - $84K
|
12.5K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.52K- 7.9% |
$78.3K - $84.1K
|
17.7K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.54K- 4.45% |
$79.2K - $85K
|
33K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.58K- 15.14% |
$81.3K - $87.4K
|
8.85K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.59K- 21.12% |
$81.9K - $88K
|
5.94K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.62K- 4.76% |
$83.3K - $89.5K
|
32.3K
$1.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.71K- 28.15% |
$87.9K - $94.4K
|
4.35K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.76K- 12.81% |
$90.6K - $97.3K
|
12K
$700K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.77K- 2.57% |
$91K - $97.7K
|
67K
$3.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.83K- 1.89% |
$94.1K - $101K
|
95K
$5.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.85K- 5.12% |
$95.1K - $102K
|
34.3K
$2M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.86K- 0.3% |
$95.7K - $103K
|
622K
$36.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.87K- 34.55% |
$96.1K - $103K
|
3.53K
$207K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.87K- 88.53% |
$96.2K - $103K
|
242
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.93K- 4.07% |
$99.2K - $107K
|
45.4K
$2.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.95K- 3.61% |
$100K - $108K
|
51.9K
$3.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.04K- 7.16% |
$105K - $113K
|
26.4K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.06K- 2.83% |
$106K - $114K
|
70.6K
$4.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.15K- 7.09% |
$111K - $119K
|
28.2K
$1.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.19K- 7.92% |
$113K - $121K
|
25.4K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.22K- 3.04% |
$115K - $123K
|
70.9K
$4.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 3.36% |
$119K - $127K
|
66.2K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.31K- 4.69% |
$119K - $128K
|
46.8K
$2.74M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.38K- 12.03% |
$123K - $132K
|
17.4K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.41K- 1.29% |
$124K - $133K
|
184K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.41K- 15.83% |
$124K - $133K
|
12.8K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.41K- 2.15% |
$124K - $134K
|
110K
$6.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.44K- 2.36% |
$125K - $135K
|
101K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.44K- 0.26% |
$126K - $135K
|
920K
$53.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.45K- 30.6% |
$126K - $136K
|
5.57K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.46K- 4.73% |
$127K - $136K
|
49.6K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 99.96% |
$128K - $138K
|
1
$58.5
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.5K- 28.9% |
$129K - $138K
|
6.15K
$360K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.56K- 38.29% |
$132K - $142K
|
4.12K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.68K- 2.64% |
$138K - $148K
|
98.7K
$5.77M
|