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
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 232.52% |
$700K - $752K
|
19.4K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13.5K+ 32.48% |
$694K - $746K
|
55K
$3.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.3K+ 1.85% |
$683K - $733K
|
730K
$42.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.2K+ 6.58% |
$678K - $728K
|
213K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13K+ 13.61% |
$671K - $721K
|
109K
$6.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13K+ 35.63% |
$671K - $721K
|
49.6K
$2.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.9K+ 22.3% |
$665K - $715K
|
70.9K
$4.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12.7K+ 1.61% |
$652K - $700K
|
797K
$46.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.6K+ 63.87% |
$649K - $697K
|
32.3K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.6K+ 319.64% |
$647K - $695K
|
16.5K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.6K+ 309.44% |
$647K - $694K
|
16.6K
$971K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.5K+ 6.5% |
$642K - $689K
|
204K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 55.22% |
$630K - $676K
|
34.4K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
12.2K+ 6.06% |
$628K - $675K
|
213K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
12.2K+ 3.36% |
$627K - $673K
|
375K
$21.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
12.1K+ 9.19% |
$623K - $669K
|
144K
$8.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12KNew |
$617K - $663K
|
12K
$700K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 3.25% |
$604K - $649K
|
372K
$21.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 9.96% |
$596K - $641K
|
128K
$7.47M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.5K+ 8.88% |
$590K - $634K
|
140K
$8.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11.4K+ 9.09% |
$586K - $630K
|
137K
$7.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11.3K+ 5.21% |
$580K - $623K
|
227K
$13.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.3K+ 5.87% |
$580K - $623K
|
203K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.2KNew |
$578K - $621K
|
11.2K
$656K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.1K+ 116.99% |
$573K - $615K
|
20.6K
$1.21M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.1K+ 22.26% |
$571K - $613K
|
60.9K
$3.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11K+ 26.42% |
$565K - $607K
|
52.5K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.9K+ 10.32% |
$564K - $606K
|
117K
$6.84M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10.9KNew |
$563K - $605K
|
10.9K
$639K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.9K+ 6.2% |
$563K - $604K
|
187K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.6K+ 32.09% |
$544K - $585K
|
43.5K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10.5KNew |
$541K - $581K
|
10.5K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
10.5K+ 5.48% |
$539K - $579K
|
201K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.3K+ 176.69% |
$528K - $567K
|
16.1K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.2K+ 1.66% |
$527K - $566K
|
627K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.2K+ 14.98% |
$523K - $562K
|
77.9K
$4.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.1K+ 1.77% |
$522K - $561K
|
582K
$34M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
10KNew |
$516K - $554K
|
10K
$586K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.88K+ 8.72% |
$509K - $547K
|
123K
$7.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9.86K+ 1.89% |
$508K - $545K
|
533K
$31.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.7K+ 4.71% |
$499K - $536K
|
216K
$12.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.66K+ 29.44% |
$497K - $534K
|
42.4K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 16.55% |
$489K - $525K
|
66.9K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.48K+ 2.47% |
$488K - $525K
|
394K
$23M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.46K+ 6.62% |
$487K - $524K
|
152K
$8.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.41K+ 3.87% |
$485K - $521K
|
253K
$14.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.38KNew |
$483K - $519K
|
9.38K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.37K+ 217.81% |
$483K - $518K
|
13.7K
$799K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.17K+ 30.41% |
$472K - $507K
|
39.3K
$2.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.11K+ 12.74% |
$469K - $504K
|
80.6K
$4.71M
|