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 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9.04KNew |
$466K - $500K
|
9.04K
$544K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9K+ 10.68% |
$464K - $498K
|
93.3K
$5.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.96KNew |
$462K - $496K
|
8.96K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
8.96K+ 28.54% |
$461K - $496K
|
40.3K
$2.43M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
8.94KNew |
$461K - $495K
|
8.94K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.79K+ 5.23% |
$453K - $486K
|
177K
$10.6M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8.66KNew |
$446K - $479K
|
8.66K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
8.6KNew |
$443K - $476K
|
8.6K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.33K+ 29.55% |
$429K - $461K
|
36.5K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
8.25KNew |
$425K - $457K
|
8.25K
$497K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8.23K+ 12.15% |
$424K - $455K
|
76K
$4.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.13K+ 23.93% |
$419K - $450K
|
42.1K
$2.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.1K+ 13.0% |
$417K - $448K
|
70.4K
$4.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.97KNew |
$411K - $441K
|
7.97K
$480K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.81KNew |
$402K - $432K
|
7.81K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
7.71K+ 4.02% |
$397K - $427K
|
199K
$12M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
$396K - $426K
|
7.7K
$463K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.67K+ 197.43% |
$395K - $425K
|
11.6K
$696K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.67K+ 197.43% |
$395K - $425K
|
11.6K
$696K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
7.63K+ 232.13% |
$393K - $422K
|
10.9K
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.6KNew |
$391K - $420K
|
7.6K
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.55K+ 4.88% |
$389K - $418K
|
162K
$9.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.35K+ 30.32% |
$379K - $407K
|
31.6K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.34K+ 11.1% |
$378K - $406K
|
73.4K
$4.42M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.21K+ 19.61% |
$371K - $399K
|
44K
$2.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
7.18K+ 90.81% |
$370K - $397K
|
15.1K
$907K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.14K+ 3.62% |
$368K - $395K
|
204K
$12.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.12K+ 64.98% |
$367K - $394K
|
18.1K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.04KNew |
$363K - $390K
|
7.04K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.03K+ 3.14% |
$362K - $389K
|
231K
$13.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.89KNew |
$355K - $381K
|
6.89K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.8K+ 11.46% |
$350K - $376K
|
66.1K
$3.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.69K+ 2.9% |
$345K - $370K
|
238K
$14.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.69K+ 4.27% |
$345K - $370K
|
163K
$9.83M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.67K+ 0.85% |
$344K - $369K
|
787K
$47.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
6.67KNew |
$343K - $369K
|
6.67K
$401K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.6K+ 11.71% |
$340K - $365K
|
63K
$3.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.46K+ 15.08% |
$333K - $357K
|
49.3K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.46K+ 1.19% |
$332K - $357K
|
547K
$32.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 6.8% |
$332K - $357K
|
101K
$6.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.42K+ 5.17% |
$331K - $355K
|
131K
$7.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.38KNew |
$329K - $353K
|
6.38K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.35K+ 11.06% |
$327K - $351K
|
63.7K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.34KNew |
$327K - $351K
|
6.34K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.3K+ 8.4% |
$325K - $349K
|
81.3K
$4.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.3K+ 9.0% |
$325K - $349K
|
76.3K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$321K - $344K
|
6.22K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.2K+ 5.17% |
$319K - $343K
|
126K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
6.1K+ 26.64% |
$314K - $338K
|
29K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
6.07K+ 146.36% |
$313K - $336K
|
10.2K
$615K
|