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 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.8K- 5.85% |
$319K - $345K
|
93.3K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-1.62K- 8.19% |
$89.3K - $96.6K
|
18.2K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
74.1K+ 97.54% |
$4.08M - $4.41M
|
150K
$9.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
95+ 1.62% |
$5.22K - $5.65K
|
5.95K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
201KNew |
$11.1M - $12M
|
201K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.92KNew |
$380K - $412K
|
6.92K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.18K+ 4.99% |
$285K - $308K
|
109K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
12K+ 264.41% |
$660K - $714K
|
16.5K
$995K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.5K+ 7.68% |
$82.3K - $89K
|
21K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-250- 0.78% |
$13.7K - $14.9K
|
31.9K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.4K+ 3.71% |
$462K - $500K
|
235K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.09K+ 13.43% |
$280K - $303K
|
43K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 7.57% |
$79K - $85.5K
|
17.6K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.07K- 3.05% |
$169K - $183K
|
97.4K
$5.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
178K+ 44.6% |
$9.77M - $10.6M
|
576K
$34.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.24K- 9.43% |
$123K - $133K
|
21.5K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.41KNew |
$187K - $203K
|
3.41K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-41.9K- 12.22% |
$2.3M - $2.49M
|
301K
$18.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.1K+ 2.52% |
$60.3K - $65.2K
|
44.6K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-44K- 82.58% |
$2.42M - $2.62M
|
9.28K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-99- 1.94% |
$5.44K - $5.89K
|
5.01K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.54KNew |
$195K - $211K
|
3.54K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
179+ 3.98% |
$9.84K - $10.7K
|
4.68K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.37K+ 2.51% |
$130K - $141K
|
96.7K
$5.82M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.36K+ 3.93% |
$349K - $378K
|
168K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.48K+ 4.6% |
$81.4K - $88.1K
|
33.6K
$2.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 12.1% |
$72.1K - $78.1K
|
9.53K
$574K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 3.4% |
$103K - $111K
|
56.8K
$3.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
700+ 13.58% |
$38.5K - $41.7K
|
5.86K
$352K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.9K+ 44.57% |
$2.36M - $2.55M
|
139K
$8.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 0.13% |
$990 - $1.07K
|
13.8K
$829K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-800- 4.95% |
$44K - $47.6K
|
15.4K
$925K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
557+ 2.9% |
$30.6K - $33.1K
|
19.8K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.12K+ 1.17% |
$61.3K - $66.4K
|
96.6K
$5.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-5.84K- 45.61% |
$321K - $348K
|
6.97K
$419K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.62K- 42.88% |
$364K - $394K
|
8.82K
$530K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.7KNew |
$1.3M - $1.41M
|
23.7K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-80- 2.17% |
$4.4K - $4.76K
|
3.6K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.16K+ 1.66% |
$173K - $188K
|
193K
$11.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.95K- 58.03% |
$437K - $473K
|
5.75K
$346K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.85KNew |
$212K - $229K
|
3.85K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.5K- 6.61% |
$82.5K - $89.3K
|
21.2K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-218K- 13.07% |
$12M - $13M
|
1.45M
$87.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.86K+ 10.9% |
$377K - $408K
|
69.8K
$4.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.74K+ 10.24% |
$370K - $401K
|
72.5K
$4.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.2K- 9.53% |
$780K - $844K
|
135K
$8.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.3K- 13.4% |
$676K - $732K
|
79.5K
$4.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 9.32% |
$176K - $190K
|
37.5K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$554K - $600K
|
10.1K
$606K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.83% |
$5.5K - $5.95K
|
5.57K
$335K
|