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 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-110K- 18.23% |
$5.65M - $6.07M
|
492K
$29.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-115K- 82.67% |
$5.9M - $6.34M
|
24K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-115K- 70.08% |
$5.92M - $6.36M
|
49.1K
$2.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-120K- 32.33% |
$6.19M - $6.64M
|
251K
$15.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-127K- 59.58% |
$6.53M - $7.02M
|
86K
$5.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-131K- 55.03% |
$6.77M - $7.27M
|
107K
$6.46M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-136K- 64.43% |
$7M - $7.51M
|
75K
$4.51M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-140K- 96.87% |
$7.21M - $7.75M
|
4.53K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-145K- 27.18% |
$7.44M - $8M
|
387K
$23.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-146K- 66.02% |
$7.51M - $8.07M
|
75K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-171K- 0.66% |
$8.8M - $9.45M
|
25.8M
$1.55B
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-189K- 31.05% |
$9.74M - $10.5M
|
420K
$25.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-192K- 47.72% |
$9.89M - $10.6M
|
210K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-209K- 9.78% |
$10.8M - $11.6M
|
1.93M
$116M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-211K- 32.89% |
$10.8M - $11.6M
|
430K
$25.8M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-233K- 53.46% |
$12M - $12.9M
|
203K
$12.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-259K- 72.5% |
$13.3M - $14.3M
|
98.2K
$5.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-259K- 57.54% |
$13.4M - $14.3M
|
191K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-305K- 1.42% |
$15.7M - $16.9M
|
21.2M
$1.28B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-333K- 17.22% |
$17.1M - $18.4M
|
1.6M
$96.3M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-622K- 96.46% |
$32.1M - $34.4M
|
22.8K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-906K- 74.46% |
$46.7M - $50.1M
|
311K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-981KClosed |
$50.5M - $54.3M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.19M- 15.54% |
$61.5M - $66M
|
6.48M
$390M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.37M- 11.46% |
$225M - $242M
|
33.8M
$2.03B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.6M- 98.18% |
$596M - $640M
|
214K
$12.9M
|