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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.7K- 7.28% |
$93.4K - $101K
|
21.6K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-792- 3.83% |
$43.5K - $47.1K
|
19.9K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-664- 10.5% |
$36.5K - $39.5K
|
5.66K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 1.67% |
$67.9K - $73.5K
|
75.1K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
972+ 26.82% |
$53.4K - $57.8K
|
4.6K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
342+ 0.65% |
$18.8K - $20.4K
|
52.8K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.18K- 4.65% |
$285K - $308K
|
106K
$6.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-43- 86.0% |
$2.36K - $2.56K
|
7
$421
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.19K- 7.97% |
$340K - $368K
|
71.5K
$4.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 48.55% |
$111K - $120K
|
6.19K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-33.9K- 5.47% |
$1.87M - $2.02M
|
587K
$35.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.2K+ 9.61% |
$176K - $190K
|
36.4K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.7K+ 79.06% |
$644K - $697K
|
26.5K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.68K+ 14.15% |
$202K - $219K
|
29.7K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.17KNew |
$229K - $248K
|
4.17K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.64K+ 2.14% |
$475K - $514K
|
412K
$24.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.34K- 15.43% |
$73.8K - $79.9K
|
7.36K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
32.4K+ 14.44% |
$1.78M - $1.93M
|
257K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.63K+ 13.48% |
$145K - $157K
|
22.1K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 4.5% |
$11K - $11.9K
|
4.24K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.32K- 8.6% |
$292K - $316K
|
56.5K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 1.76% |
$94.5K - $102K
|
95.8K
$5.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 1.79% |
$440 - $476
|
455
$27.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-90- 9.38% |
$4.95K - $5.36K
|
869
$52.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
47+ 0.39% |
$2.58K - $2.8K
|
12K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.49K+ 84.45% |
$247K - $267K
|
9.81K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.25K+ 2.1% |
$124K - $134K
|
110K
$6.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
22.8K+ 20.54% |
$1.25M - $1.36M
|
134K
$8.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.17KNew |
$229K - $248K
|
4.17K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.09K+ 45.03% |
$500K - $541K
|
29.3K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
137KNew |
$7.56M - $8.18M
|
137K
$8.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.15K- 17.44% |
$228K - $247K
|
19.7K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
21.6K+ 15.24% |
$1.19M - $1.28M
|
163K
$9.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 0.71% |
$60.3K - $65.2K
|
153K
$9.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-94- 1.96% |
$5.17K - $5.59K
|
4.71K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
29+ 0.1% |
$1.59K - $1.73K
|
28.3K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.36K+ 4.18% |
$185K - $200K
|
83.8K
$5.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
16K+ 18.77% |
$877K - $950K
|
101K
$6.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
830+ 10.92% |
$45.6K - $49.4K
|
8.43K
$507K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.21K- 4.04% |
$452K - $489K
|
195K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
421New |
$23.1K - $25.1K
|
421
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
13.7KNew |
$755K - $817K
|
13.7K
$826K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 3.5% |
$764K - $827K
|
411K
$24.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.9K+ 8.99% |
$819K - $887K
|
181K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
50+ 0.23% |
$2.75K - $2.98K
|
21.5K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.18K+ 11.23% |
$505K - $546K
|
90.9K
$5.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.7K+ 45.53% |
$1.03M - $1.11M
|
59.7K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 18.93% |
$179K - $193K
|
20.4K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
404+ 2.09% |
$22.2K - $24K
|
19.8K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.06K+ 1.3% |
$113K - $122K
|
160K
$9.63M
|