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 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1- 0.02% |
$55 - $59.5
|
4.05K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
320+ 0.88% |
$17.6K - $19K
|
36.5K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.87K+ 4.18% |
$377K - $409K
|
171K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
653+ 4.19% |
$35.9K - $38.9K
|
16.2K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.53K+ 1.78% |
$84.2K - $91.1K
|
87.7K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
625New |
$34.4K - $37.2K
|
625
$37.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
246+ 1.33% |
$13.5K - $14.6K
|
18.8K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
233+ 1.86% |
$12.8K - $13.9K
|
12.8K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.19K+ 2.2% |
$120K - $130K
|
102K
$6.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-174K- 39.31% |
$9.57M - $10.4M
|
269K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 2.06% |
$78.4K - $84.9K
|
70.6K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 1.54% |
$550 - $595
|
641
$38.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.75K+ 8.37% |
$96.2K - $104K
|
22.7K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2+ 0.02% |
$110 - $119
|
9.26K
$557K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.45K- 4.62% |
$79.7K - $86.2K
|
29.9K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
715+ 1.24% |
$39.3K - $42.5K
|
58.5K
$3.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
864+ 1.21% |
$47.5K - $51.4K
|
72.5K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.87K- 18.54% |
$323K - $349K
|
25.8K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-36.6K- 10.65% |
$2.01M - $2.18M
|
307K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.65K- 2.81% |
$311K - $336K
|
196K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 42.81% |
$27.5K - $29.8K
|
1.67K
$100K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.75K+ 7.6% |
$536K - $580K
|
138K
$8.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.09K+ 42.08% |
$115K - $124K
|
7.04K
$424K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-287K- 98.28% |
$15.8M - $17.1M
|
5.03K
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-147- 1.82% |
$8.08K - $8.75K
|
7.93K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-806- 15.93% |
$44.3K - $48K
|
4.26K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.87K+ 11.07% |
$268K - $290K
|
48.9K
$2.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
6.73K+ 11.31% |
$370K - $401K
|
66.2K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-885- 13.52% |
$48.7K - $52.7K
|
5.66K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
80.2K+ 7.51% |
$4.41M - $4.77M
|
1.15M
$69M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
199+ 4.51% |
$10.9K - $11.8K
|
4.61K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37New |
$2.03K - $2.2K
|
37
$2.23K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
6.24K+ 15.65% |
$343K - $371K
|
46.1K
$2.78M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-213- 3.42% |
$11.7K - $12.7K
|
6.01K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 1.09% |
$90.7K - $98.2K
|
153K
$9.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.37K- 9.41% |
$75.1K - $81.3K
|
13.2K
$791K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-7.85K- 4.39% |
$432K - $467K
|
171K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
165+ 0.69% |
$9.07K - $9.82K
|
24K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-229K- 13.97% |
$12.6M - $13.6M
|
1.41M
$84.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.23K+ 1.0% |
$67.8K - $73.4K
|
125K
$7.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.25K+ 4.81% |
$234K - $253K
|
92.6K
$5.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.55KNew |
$195K - $211K
|
3.55K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
828New |
$45.5K - $49.3K
|
828
$49.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.3K+ 9.87% |
$788K - $853K
|
160K
$9.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.43K- 22.36% |
$134K - $145K
|
8.44K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.54K+ 26.0% |
$195K - $211K
|
17.1K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.39K- 6.34% |
$461K - $499K
|
124K
$7.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.04% |
$440 - $476
|
18.2K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.1K+ 7.84% |
$280K - $304K
|
70.2K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.17K+ 40.68% |
$64.3K - $69.6K
|
4.04K
$243K
|