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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
37.7K+ 66.97% |
$2.07M - $2.24M
|
93.9K
$5.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.34K- 10.23% |
$73.8K - $79.9K
|
11.8K
$709K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.3K+ 8.37% |
$1.39M - $1.5M
|
327K
$19.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
349+ 0.76% |
$19.2K - $20.8K
|
46.5K
$2.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-25- 0.18% |
$1.37K - $1.49K
|
13.7K
$822K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.98K+ 1.88% |
$329K - $356K
|
325K
$19.6M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-135- 0.66% |
$7.42K - $8.03K
|
20.2K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.4K+ 15.73% |
$187K - $202K
|
25K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
270+ 0.93% |
$14.8K - $16.1K
|
29.2K
$1.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.2K- 8.7% |
$835K - $904K
|
159K
$9.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
57.1K+ 40.13% |
$3.14M - $3.4M
|
200K
$12M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.06% |
$63.8K - $69K
|
36.8K
$2.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.41K- 2.61% |
$77.6K - $84K
|
52.7K
$3.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11K- 38.41% |
$603K - $653K
|
17.6K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.22K+ 33.63% |
$67.2K - $72.8K
|
4.86K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 2.35% |
$58.8K - $63.7K
|
46.6K
$2.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.18K+ 8.95% |
$340K - $368K
|
75.2K
$4.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.84K+ 29.52% |
$376K - $407K
|
30K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
5.11KNew |
$281K - $304K
|
5.11K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.2K- 81.03% |
$3.53M - $3.82M
|
15K
$905K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
4.54K+ 1.66% |
$250K - $270K
|
278K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-216- 0.67% |
$11.9K - $12.9K
|
32.3K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.57K- 17.5% |
$86.1K - $93.2K
|
7.38K
$444K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.05K- 20.24% |
$332K - $360K
|
23.8K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6.58KNew |
$362K - $392K
|
6.58K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
1.92K+ 7.61% |
$106K - $114K
|
27.2K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-71- 1.54% |
$3.9K - $4.23K
|
4.54K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
17.3K+ 62.89% |
$950K - $1.03M
|
44.8K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1K- 7.68% |
$55.2K - $59.7K
|
12.1K
$726K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.9K+ 2.02% |
$325K - $351K
|
298K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 6.34% |
$2.47M - $2.68M
|
755K
$45.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
92.4K+ 5.31% |
$5.08M - $5.5M
|
1.83M
$110M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.65K+ 16.54% |
$256K - $277K
|
32.8K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45.8K+ 20.38% |
$2.52M - $2.73M
|
270K
$16.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
498+ 4.87% |
$27.4K - $29.6K
|
10.7K
$645K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-950- 4.25% |
$52.2K - $56.5K
|
21.4K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
976+ 2.39% |
$53.7K - $58.1K
|
41.8K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
522+ 6.6% |
$28.7K - $31.1K
|
8.43K
$507K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.45K+ 12.51% |
$135K - $146K
|
22K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.8K+ 5.98% |
$264K - $285K
|
85.1K
$5.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.71K+ 4.41% |
$149K - $161K
|
64.3K
$3.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-580- 3.69% |
$31.9K - $34.5K
|
15.2K
$912K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.31K- 8.21% |
$237K - $256K
|
48.1K
$2.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
410+ 2.83% |
$22.5K - $24.4K
|
14.9K
$897K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.15K+ 1.15% |
$118K - $128K
|
189K
$11.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-176- 4.87% |
$9.68K - $10.5K
|
3.44K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.04K- 10.35% |
$112K - $121K
|
17.6K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.07K+ 18.05% |
$58.6K - $63.4K
|
6.97K
$419K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.8K- 2.93% |
$99K - $107K
|
59.7K
$3.59M
|