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 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.18K+ 1.46% |
$120K - $130K
|
152K
$9.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 1.9% |
$5.11K - $5.53K
|
4.99K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.98K- 27.37% |
$548K - $594K
|
26.5K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 3.88% |
$6.18M - $6.69M
|
3.01M
$181M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-5.16K- 12.91% |
$284K - $307K
|
34.8K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 15.0% |
$825 - $893
|
115
$6.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.45KNew |
$354K - $384K
|
6.45K
$388K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-201- 4.1% |
$11.1K - $12K
|
4.7K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
255+ 48.02% |
$14K - $15.2K
|
786
$47.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
257KNew |
$14.1M - $15.3M
|
257K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
266+ 2.44% |
$14.6K - $15.8K
|
11.2K
$671K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-763- 3.86% |
$41.9K - $45.4K
|
19K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-442- 1.34% |
$24.3K - $26.3K
|
32.6K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.93K+ 8.29% |
$216K - $234K
|
51.3K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-99.3K- 36.22% |
$5.46M - $5.91M
|
175K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.03K+ 3.12% |
$112K - $121K
|
67.1K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-516- 2.74% |
$28.4K - $30.7K
|
18.3K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 5.72% |
$415K - $449K
|
140K
$8.4M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
23.3K+ 416.62% |
$1.28M - $1.39M
|
28.9K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
492KNew |
$27.1M - $29.3M
|
492K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-973- 8.32% |
$53.5K - $57.9K
|
10.7K
$645K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.63K+ 40.41% |
$310K - $335K
|
19.6K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.24K- 25.95% |
$123K - $133K
|
6.38K
$384K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
360+ 0.66% |
$19.8K - $21.4K
|
55.3K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.69K+ 47.09% |
$93.1K - $101K
|
5.29K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
40.3K+ 2.95% |
$2.22M - $2.4M
|
1.41M
$84.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.88K+ 50.59% |
$158K - $171K
|
8.57K
$515K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
61.3K+ 79.42% |
$3.37M - $3.65M
|
138K
$8.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 1.13% |
$2.14K - $2.32K
|
3.48K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-99- 0.74% |
$5.44K - $5.89K
|
13.3K
$801K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.31K+ 43.99% |
$127K - $138K
|
7.56K
$455K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-108K- 11.28% |
$5.92M - $6.41M
|
846K
$50.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-135- 0.57% |
$7.42K - $8.03K
|
23.6K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.3K- 75.43% |
$569K - $615K
|
3.37K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-10.1K- 8.69% |
$556K - $601K
|
106K
$6.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 0.96% |
$55.5K - $60.1K
|
106K
$6.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.04K+ 14.32% |
$332K - $359K
|
48.2K
$2.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 4.73% |
$775K - $839K
|
312K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.31K- 21.27% |
$512K - $554K
|
34.4K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.15KNew |
$228K - $247K
|
4.15K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.9K+ 3.04% |
$711K - $769K
|
438K
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.37K- 24.59% |
$186K - $201K
|
10.3K
$622K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.85K- 71.16% |
$267K - $289K
|
1.97K
$118K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.69K+ 3.61% |
$203K - $220K
|
106K
$6.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
588+ 2.4% |
$32.3K - $35K
|
25.1K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-115- 2.58% |
$6.32K - $6.84K
|
4.35K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-226- 4.49% |
$12.4K - $13.4K
|
4.81K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.88K+ 25.26% |
$323K - $350K
|
29.2K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
3.68K+ 78.63% |
$202K - $219K
|
8.36K
$503K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.38K+ 0.42% |
$75.9K - $82.1K
|
331K
$19.9M
|