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 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
399+ 5.51% |
$21.9K - $23.7K
|
7.64K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8.67K+ 20.68% |
$477K - $516K
|
50.6K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.76K+ 7.37% |
$537K - $581K
|
142K
$8.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.93K+ 11.77% |
$106K - $115K
|
18.3K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16.3K+ 5.11% |
$898K - $972K
|
336K
$20.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
81+ 1.79% |
$4.45K - $4.82K
|
4.6K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.4K- 8.11% |
$297K - $321K
|
61.2K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.1K- 7.55% |
$830K - $899K
|
185K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.57K+ 13.91% |
$141K - $153K
|
21K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.11K+ 50.17% |
$171K - $185K
|
9.29K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
214+ 21.4% |
$11.8K - $12.7K
|
1.21K
$73K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.78K+ 1.22% |
$208K - $225K
|
314K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.9K+ 83.4% |
$269K - $292K
|
10.8K
$648K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.21K- 2.95% |
$66.5K - $71.9K
|
39.7K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
2.82K+ 2.6% |
$155K - $168K
|
112K
$6.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1K- 9.01% |
$55.2K - $59.7K
|
10.1K
$610K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-168- 0.15% |
$9.24K - $10K
|
110K
$6.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.86K+ 29.62% |
$102K - $111K
|
8.13K
$489K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
400New |
$22K - $23.8K
|
400
$24.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 1.81% |
$1.65K - $1.79K
|
1.69K
$101K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
104K+ 23.56% |
$5.71M - $6.18M
|
545K
$32.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7K- 9.5% |
$808K - $875K
|
140K
$8.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.42K+ 0.99% |
$243K - $263K
|
451K
$27.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-9.64K- 64.47% |
$530K - $573K
|
5.31K
$319K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22.6K+ 10.29% |
$1.24M - $1.35M
|
243K
$14.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 38.8% |
$1.23M - $1.33M
|
80.1K
$4.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-42- 1.16% |
$2.31K - $2.5K
|
3.57K
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.39K+ 11.35% |
$186K - $202K
|
33.3K
$2M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
54.1K+ 191.86% |
$2.97M - $3.22M
|
82.3K
$4.95M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-40.3K- 42.1% |
$2.22M - $2.4M
|
55.4K
$3.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8.2K- 18.1% |
$451K - $488K
|
37.1K
$2.23M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-37- 0.23% |
$2.03K - $2.2K
|
15.8K
$953K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.1K+ 16.88% |
$280K - $303K
|
35.3K
$2.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.47K+ 11.11% |
$80.7K - $87.4K
|
14.7K
$883K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.15K+ 20.84% |
$118K - $128K
|
12.5K
$750K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.82K- 24.46% |
$540K - $584K
|
30.3K
$1.82M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4+ 0.06% |
$220 - $238
|
7.01K
$421K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-20.3K- 61.45% |
$1.12M - $1.21M
|
12.7K
$765K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-153- 3.11% |
$8.41K - $9.11K
|
4.77K
$287K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 3.69% |
$198K - $214K
|
101K
$6.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.16K+ 52.51% |
$228K - $247K
|
12.1K
$726K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.56K+ 2.37% |
$306K - $331K
|
240K
$14.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-537- 1.45% |
$29.5K - $32K
|
36.4K
$2.19M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.13K- 8.59% |
$174K - $180K
|
33.3K
$2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
20New |
$1.11K - $1.15K
|
20
$1.2K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-669- 7.07% |
$37.1K - $38.4K
|
8.79K
$529K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 6.36% |
$13.4K - $13.9K
|
3.56K
$214K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.35KNew |
$352K - $364K
|
6.35K
$382K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-72K- 15.84% |
$3.99M - $4.13M
|
383K
$23M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 293.03% |
$107K - $111K
|
2.59K
$156K
|
|