Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JEPI)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-1.36K- 15.52% |
$75K - $81.2K
|
7.42K
$432K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.7K- 4.9% |
$1.03M - $1.11M
|
364K
$21.2M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.56K+ 12.55% |
$526K - $569K
|
85.8K
$4.99M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-120- 0.12% |
$6.6K - $7.14K
|
102K
$5.92M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.96K+ 29.15% |
$107K - $116K
|
8.66K
$504K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.06% |
$220 - $238
|
6.74K
$392K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-665K- 82.55% |
$36.6M - $39.6M
|
141K
$8.19M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
612KNew |
$33.6M - $36.4M
|
612K
$35.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
6.12K+ 2.85% |
$337K - $364K
|
221K
$12.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12KNew |
$662K - $717K
|
12K
$701K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
224K+ 35.11% |
$12.3M - $13.3M
|
860K
$50.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
86+ 1.3% |
$4.73K - $5.12K
|
6.69K
$389K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.74K- 0.89% |
$95.6K - $103K
|
193K
$11.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 100.0% |
$44K - $47.6K
|
1.6K
$93.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-303- 2.22% |
$16.7K - $18K
|
13.3K
$775K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
856+ 2.49% |
$47.1K - $50.9K
|
35.2K
$2.05M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 5.01% |
$90.7K - $98.1K
|
31.3K
$1.82M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.82K+ 20.36% |
$155K - $168K
|
16.7K
$969K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-638- 2.83% |
$35.1K - $38K
|
21.9K
$1.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-704- 29.07% |
$38.7K - $41.9K
|
1.72K
$100K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.26KNew |
$234K - $254K
|
4.26K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.2K+ 31.78% |
$1.06M - $1.14M
|
79.6K
$4.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
376K+ 16.85% |
$20.7M - $22.4M
|
2.61M
$152M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
535+ 2.53% |
$29.4K - $31.8K
|
21.7K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
42.5K+ 35.35% |
$2.34M - $2.53M
|
163K
$9.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.4K- 3.84% |
$352K - $381K
|
160K
$9.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-86- 2.84% |
$4.73K - $5.12K
|
2.94K
$171K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.59KNew |
$87.6K - $94.8K
|
1.59K
$92.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.01K+ 43.4% |
$110K - $119K
|
6.63K
$386K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.24K+ 1.26% |
$453K - $490K
|
660K
$38.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.81K+ 5.82% |
$264K - $286K
|
87.4K
$5.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92K+ 10.49% |
$106K - $114K
|
20.3K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.44K+ 5.97% |
$189K - $204K
|
61K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.53K+ 2.72% |
$469K - $508K
|
322K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.17K+ 44.72% |
$229K - $248K
|
13.5K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
281K+ 883.62% |
$15.5M - $16.7M
|
313K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
116+ 1.18% |
$6.38K - $6.9K
|
9.92K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 15.28% |
$155K - $168K
|
21.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-606- 6.28% |
$33.3K - $36.1K
|
9.04K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
17.4KNew |
$958K - $1.04M
|
17.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 3.01% |
$450K - $487K
|
280K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56K- 18.39% |
$3.08M - $3.33M
|
248K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.41K+ 0.66% |
$77.6K - $84K
|
216K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.78K+ 4.82% |
$153K - $166K
|
60.6K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-13.8K- 3.75% |
$758K - $821K
|
354K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
84.5K+ 84.25% |
$4.65M - $5.03M
|
185K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.29K+ 1.61% |
$456K - $493K
|
523K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
232K+ 3.37% |
$12.8M - $13.8M
|
7.13M
$415M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-191K- 12.26% |
$10.5M - $11.4M
|
1.37M
$79.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-36.2K- 43.59% |
$1.99M - $2.15M
|
46.9K
$2.73M
|