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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.19K+ 2.71% |
$230K - $249K
|
159K
$9.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.11K- 16.45% |
$171K - $185K
|
15.8K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-64- 0.94% |
$3.52K - $3.81K
|
6.71K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.57K+ 47.5% |
$361K - $391K
|
20.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.7K+ 7.18% |
$2.79M - $3.02M
|
757K
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.74KNew |
$205K - $222K
|
3.74K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$835K - $904K
|
15.2K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.7K+ 4.74% |
$973K - $1.05M
|
391K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.68K+ 1.16% |
$147K - $159K
|
233K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.9K+ 2.4% |
$4.61M - $4.99M
|
3.57M
$215M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.27K+ 8.03% |
$125K - $135K
|
30.5K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 1.07% |
$135K - $146K
|
232K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
108+ 1.1% |
$5.94K - $6.43K
|
9.92K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 22.32% |
$644K - $697K
|
40.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.78K+ 34.13% |
$97.6K - $106K
|
6.98K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.46KNew |
$190K - $206K
|
3.46K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.33K- 8.84% |
$183K - $198K
|
34.4K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.39K- 7.03% |
$186K - $202K
|
44.8K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
141+ 1.89% |
$7.75K - $8.39K
|
7.59K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.5K- 22.87% |
$688K - $744K
|
42.2K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.9K+ 122.4% |
$602K - $651K
|
19.9K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136K+ 6.97% |
$7.48M - $8.1M
|
2.09M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.28K- 3.74% |
$290K - $314K
|
136K
$8.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.09K+ 7.48% |
$390K - $422K
|
102K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.08K+ 2.89% |
$169K - $183K
|
109K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
257+ 1.75% |
$14.1K - $15.3K
|
15K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 7.7% |
$148K - $160K
|
32.3K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.44K+ 11.18% |
$79.1K - $85.6K
|
14.3K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54M+ 8.99% |
$139M - $151M
|
30.7M
$1.85B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27M+ 3.34% |
$70.1M - $75.8M
|
39.4M
$2.37B
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.71K+ 7.73% |
$204K - $221K
|
51.8K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-78K- 56.77% |
$4.29M - $4.64M
|
59.4K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.89KNew |
$269K - $291K
|
4.89K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-515K- 79.06% |
$28.3M - $30.6M
|
136K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.41K+ 20.74% |
$187K - $203K
|
19.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.65K+ 382.23% |
$145K - $157K
|
3.34K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.99K+ 2.71% |
$494K - $535K
|
341K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.96K+ 2.06% |
$328K - $355K
|
295K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.16K+ 2.3% |
$283K - $307K
|
229K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.18% |
$440 - $476
|
4.41K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117K+ 25.39% |
$6.45M - $6.98M
|
580K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-135- 0.11% |
$7.42K - $8.03K
|
122K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.9KNew |
$599K - $649K
|
10.9K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.7K+ 7.77% |
$1.47M - $1.59M
|
370K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49.2KNew |
$2.71M - $2.93M
|
49.2K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10KNew |
$550K - $596K
|
10K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.5K - $5.95K
|
29.8K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
852+ 16.67% |
$46.8K - $50.7K
|
5.96K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.4K+ 0.9% |
$3.27M - $3.54M
|
6.63M
$399M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.6K+ 429.6% |
$4.1M - $4.44M
|
92K
$5.54M
|