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 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.39K- 6.34% |
$461K - $499K
|
124K
$7.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.04% |
$440 - $476
|
18.2K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.1K+ 7.84% |
$280K - $304K
|
70.2K
$4.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.17K+ 40.68% |
$64.3K - $69.6K
|
4.04K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.27K- 5.45% |
$455K - $492K
|
143K
$8.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
108KNew |
$5.94M - $6.43M
|
108K
$6.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.2KNew |
$618K - $669K
|
11.2K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
257+ 1.8% |
$14.1K - $15.3K
|
14.5K
$880K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
829+ 16.12% |
$45.6K - $49.3K
|
5.97K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80K- 21.41% |
$4.4M - $4.76M
|
293K
$17.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15.3K+ 4.56% |
$841K - $911K
|
351K
$21.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
132+ 1.81% |
$7.26K - $7.86K
|
7.43K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-983- 4.54% |
$54K - $58.5K
|
20.7K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 3.08% |
$495 - $536
|
301
$18.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14.2K+ 5.57% |
$781K - $846K
|
269K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.47K+ 54.12% |
$136K - $147K
|
7.02K
$426K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-48- 0.4% |
$2.64K - $2.86K
|
11.9K
$720K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
274+ 9.73% |
$15.1K - $16.3K
|
3.09K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$55 - $59.5
|
1.02K
$62K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
46K+ 84.38% |
$2.53M - $2.74M
|
101K
$6.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
12.9K+ 8.47% |
$710K - $769K
|
165K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.59K- 1.34% |
$142K - $154K
|
191K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.76K+ 8.63% |
$427K - $462K
|
97.7K
$5.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.28K+ 5.97% |
$125K - $136K
|
40.4K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.19K+ 5.75% |
$120K - $130K
|
40.3K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.6K- 2.54% |
$253K - $274K
|
177K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.49K- 11.61% |
$137K - $148K
|
18.9K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.8K+ 34.4% |
$1.53M - $1.66M
|
109K
$6.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
32+ 0.71% |
$1.76K - $1.9K
|
4.57K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.02K+ 131.79% |
$386K - $418K
|
12.3K
$749K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$165 - $179
|
30.3K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.09% |
$275 - $298
|
5.44K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
141KNew |
$7.78M - $8.42M
|
141K
$8.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.81KNew |
$99.5K - $108K
|
1.81K
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.2% |
$55 - $59.5
|
504
$30.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
458+ 2.58% |
$25.2K - $27.3K
|
18.2K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.74K- 60.93% |
$535K - $579K
|
6.24K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
174+ 2.2% |
$9.57K - $10.4K
|
8.07K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.23K+ 5.85% |
$287K - $311K
|
94.7K
$5.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
53.2K+ 659.29% |
$2.93M - $3.17M
|
61.3K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.63K+ 49.93% |
$144K - $156K
|
7.88K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25.8K- 3.95% |
$1.42M - $1.54M
|
627K
$38.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 6.44% |
$939K - $1.02M
|
282K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 0.53% |
$9.57K - $10.4K
|
32.8K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
565+ 0.88% |
$31.1K - $33.6K
|
64.9K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
126+ 2.37% |
$6.93K - $7.5K
|
5.45K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
338+ 4.99% |
$18.6K - $20.1K
|
7.11K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-756- 5.11% |
$41.6K - $45K
|
14K
$851K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
1.04K+ 5.08% |
$57.1K - $61.8K
|
21.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.1K+ 7.65% |
$668K - $723K
|
171K
$10.4M
|