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 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-226- 4.49% |
$12.4K - $13.4K
|
4.81K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.88K+ 25.26% |
$323K - $350K
|
29.2K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
3.68K+ 78.63% |
$202K - $219K
|
8.36K
$507K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.38K+ 0.42% |
$75.9K - $82.1K
|
331K
$20.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.06% |
$385 - $417
|
12.5K
$756K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.1K+ 6.18% |
$718K - $777K
|
224K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-5.94K- 1.16% |
$327K - $353K
|
505K
$30.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 23.18% |
$16.5K - $17.9K
|
1.59K
$96.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 0.54% |
$176K - $190K
|
588K
$35.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.34K+ 1.21% |
$73.5K - $79.5K
|
112K
$6.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.25K+ 14.59% |
$68.5K - $74.1K
|
9.79K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.5K+ 11.44% |
$467K - $506K
|
82.7K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
649+ 13.96% |
$35.7K - $38.6K
|
5.3K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.5K- 83.82% |
$1.51M - $1.63M
|
5.3K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.6K+ 28.56% |
$691K - $748K
|
56.6K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-149K- 94.58% |
$8.2M - $8.88M
|
8.54K
$518K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.41KNew |
$187K - $203K
|
3.41K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.9K+ 2.63% |
$1.15M - $1.24M
|
815K
$49.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.2K- 23.55% |
$1.17M - $1.26M
|
68.9K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.08K+ 1.58% |
$59.4K - $64.3K
|
69.4K
$4.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.16K+ 22.26% |
$449K - $486K
|
44.8K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
207+ 0.72% |
$11.4K - $12.3K
|
29K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.51K+ 2.98% |
$82.9K - $89.7K
|
52.1K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.35K+ 1.15% |
$73.9K - $80K
|
119K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
12.6K+ 47.51% |
$691K - $748K
|
39K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
15.7K+ 6.66% |
$862K - $933K
|
251K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.86K- 20.5% |
$102K - $110K
|
7.2K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
23+ 1.84% |
$1.26K - $1.37K
|
1.28K
$77.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
74.9K+ 12.97% |
$4.12M - $4.46M
|
652K
$39.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.16K+ 3.88% |
$63.8K - $69.1K
|
31.1K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
800+ 2.45% |
$44K - $47.6K
|
33.4K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-55- 0.11% |
$3.02K - $3.27K
|
47.9K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-431- 3.07% |
$23.7K - $25.6K
|
13.6K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.8K+ 4.13% |
$1.31M - $1.42M
|
600K
$36.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 56.64% |
$841K - $911K
|
42.3K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
91New |
$5K - $5.42K
|
91
$5.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.2% |
$3.08K - $3.33K
|
28.4K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
85+ 11.33% |
$4.67K - $5.06K
|
835
$50.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
499+ 12.53% |
$27.4K - $29.7K
|
4.48K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.12K+ 9.17% |
$116K - $126K
|
25.2K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-100- 0.32% |
$5.5K - $5.95K
|
30.8K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-590- 2.02% |
$32.4K - $35.1K
|
28.6K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 75.28% |
$183K - $198K
|
1.09K
$66.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
535+ 1.11% |
$29.4K - $31.8K
|
48.8K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5.56K+ 5.16% |
$306K - $331K
|
113K
$6.88M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17.8K+ 9.46% |
$981K - $1.06M
|
206K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.51K+ 1.25% |
$83.2K - $90K
|
123K
$7.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.89K- 1.16% |
$159K - $172K
|
246K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-172- 0.26% |
$9.46K - $10.2K
|
67K
$4.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
20.9K+ 2.54% |
$1.15M - $1.24M
|
842K
$51.1M
|