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
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.68K- 2.64% |
$138K - $148K
|
98.7K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.73K- 18.46% |
$141K - $151K
|
12K
$725K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.77K- 8.12% |
$143K - $153K
|
31.4K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.81K- 10.08% |
$145K - $156K
|
25.1K
$1.51M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.81K- 10.08% |
$145K - $156K
|
25.1K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.83K- 8.47% |
$146K - $157K
|
30.6K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.84K- 22.69% |
$146K - $157K
|
9.66K
$581K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.85K- 3.87% |
$147K - $158K
|
70.8K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.89K- 5.18% |
$149K - $160K
|
52.9K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.92K- 39.47% |
$150K - $162K
|
4.48K
$270K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-2.93K- 42.14% |
$151K - $162K
|
4.02K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.14K- 9.73% |
$162K - $174K
|
29.1K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-3.2K- 9.74% |
$165K - $177K
|
29.7K
$1.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.24K- 25.47% |
$167K - $179K
|
9.47K
$570K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.3K- 1.42% |
$170K - $183K
|
229K
$13.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.35K- 1.72% |
$172K - $185K
|
192K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3.5K- 11.65% |
$180K - $194K
|
26.5K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.54K- 33.43% |
$182K - $196K
|
7.05K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.62K- 42.66% |
$186K - $200K
|
4.87K
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.64K- 11.11% |
$188K - $202K
|
29.1K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.66K- 3.41% |
$189K - $203K
|
104K
$6.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.72K- 47.56% |
$191K - $206K
|
4.1K
$246K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.77K- 8.87% |
$194K - $209K
|
38.8K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.89K- 32.44% |
$200K - $215K
|
8.1K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4K- 35.73% |
$206K - $221K
|
7.19K
$433K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.01K- 1.13% |
$207K - $222K
|
350K
$21M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.06K- 5.97% |
$209K - $225K
|
64K
$3.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.09K- 48.48% |
$211K - $226K
|
4.35K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 12.68% |
$212K - $227K
|
28.3K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-4.14K- 2.64% |
$213K - $229K
|
152K
$9.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.21K- 47.3% |
$217K - $233K
|
4.7K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.23K- 47.5% |
$218K - $234K
|
4.68K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.47K- 1.09% |
$230K - $247K
|
404K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 53.98% |
$232K - $249K
|
3.84K
$231K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.6K- 98.92% |
$237K - $255K
|
50
$3.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-4.64K- 28.76% |
$239K - $257K
|
11.5K
$691K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.85K- 14.61% |
$250K - $268K
|
28.3K
$1.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.03K- 62.69% |
$259K - $278K
|
2.99K
$180K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.06K- 6.35% |
$260K - $280K
|
74.6K
$4.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.25K- 40.62% |
$271K - $291K
|
7.68K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.27K- 9.57% |
$271K - $291K
|
49.7K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-5.27K- 1.49% |
$272K - $292K
|
349K
$21M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.37K- 14.0% |
$277K - $297K
|
33K
$1.98M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.43K- 3.42% |
$280K - $300K
|
153K
$9.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.58K- 10.5% |
$287K - $309K
|
47.5K
$2.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.62K- 36.35% |
$289K - $311K
|
9.83K
$591K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.66K- 37.05% |
$291K - $313K
|
9.62K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5.8K- 11.63% |
$299K - $321K
|
44.1K
$2.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.54K- 10.29% |
$337K - $362K
|
56.9K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.58K- 26.27% |
$339K - $364K
|
18.5K
$1.11M
|