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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.8K- 46.53% |
$1.07M - $1.15M
|
23.9K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-21.4K- 2.81% |
$1.1M - $1.18M
|
741K
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21.6K- 20.9% |
$1.11M - $1.2M
|
81.8K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-22K- 14.59% |
$1.13M - $1.22M
|
129K
$7.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-22.7K- 9.07% |
$1.17M - $1.26M
|
228K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-22.7K- 31.01% |
$1.17M - $1.26M
|
50.6K
$3.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-22.9K- 10.18% |
$1.18M - $1.27M
|
202K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-23.8K- 12.05% |
$1.23M - $1.32M
|
174K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-24.6K- 7.67% |
$1.27M - $1.36M
|
296K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.6K- 26.18% |
$1.32M - $1.42M
|
72.2K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-27.2K- 36.01% |
$1.4M - $1.51M
|
48.3K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-27.8K- 16.3% |
$1.43M - $1.54M
|
143K
$8.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-28.3K- 54.23% |
$1.46M - $1.56M
|
23.8K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-28.3K- 12.16% |
$1.46M - $1.56M
|
204K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-30.8K- 9.88% |
$1.59M - $1.7M
|
281K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-31.4K- 88.99% |
$1.62M - $1.74M
|
3.89K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-34.1K- 8.0% |
$1.76M - $1.89M
|
392K
$23.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-34.3K- 71.43% |
$1.77M - $1.9M
|
13.7K
$826K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-34.8K- 9.07% |
$1.79M - $1.93M
|
349K
$21M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35.1K- 54.34% |
$1.81M - $1.94M
|
29.5K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.3K- 54.9% |
$1.87M - $2.01M
|
29.8K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-36.5K- 59.6% |
$1.88M - $2.02M
|
24.7K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-36.6K- 22.69% |
$1.89M - $2.03M
|
125K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-39.5K- 20.19% |
$2.03M - $2.18M
|
156K
$9.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-39.9K- 49.6% |
$2.06M - $2.21M
|
40.6K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-42.5K- 35.17% |
$2.19M - $2.35M
|
78.4K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44K- 35.47% |
$2.27M - $2.44M
|
80.1K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-44.4K- 88.23% |
$2.29M - $2.46M
|
5.92K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-44.6K- 60.98% |
$2.3M - $2.47M
|
28.5K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.4K- 0.41% |
$2.39M - $2.57M
|
11.2M
$672M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47.1K- 10.36% |
$2.43M - $2.61M
|
408K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-52.3K- 0.9% |
$2.7M - $2.9M
|
5.74M
$346M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-59.7K- 5.74% |
$3.08M - $3.3M
|
981K
$59M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-61K- 10.28% |
$3.14M - $3.37M
|
532K
$32M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-65.4K- 46.04% |
$3.37M - $3.62M
|
76.7K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-66.8K- 37.06% |
$3.44M - $3.69M
|
113K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-67.4K- 60.39% |
$3.47M - $3.73M
|
44.2K
$2.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-67.9K- 6.53% |
$3.5M - $3.76M
|
972K
$58.5M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-71.7K- 90.26% |
$3.69M - $3.97M
|
7.73K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-76.3K- 51.96% |
$3.93M - $4.22M
|
70.5K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.3K- 1.11% |
$3.98M - $4.28M
|
6.86M
$413M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-77.3K- 16.84% |
$3.98M - $4.28M
|
382K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-78.6K- 17.19% |
$4.05M - $4.35M
|
378K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-79.8K- 77.26% |
$4.11M - $4.42M
|
23.5K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-80.2K- 58.03% |
$4.13M - $4.44M
|
58K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-82.7K- 15.89% |
$4.26M - $4.58M
|
438K
$26.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-86.7K- 29.17% |
$4.47M - $4.8M
|
211K
$12.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-93.7K- 54.19% |
$4.83M - $5.19M
|
79.2K
$4.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-99.4K- 16.78% |
$5.12M - $5.5M
|
493K
$29.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-101K- 27.11% |
$5.2M - $5.59M
|
272K
$16.3M
|