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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-51.4K- 58.08% |
$2.85M - $2.95M
|
37.1K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
950New |
$52.7K - $54.5K
|
950
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.87K+ 246.85% |
$548K - $567K
|
13.9K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.79KNew |
$210K - $217K
|
3.79K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-14.6K- 72.64% |
$810K - $838K
|
5.5K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6KNew |
$333K - $344K
|
6K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
59+ 1.37% |
$3.27K - $3.39K
|
4.35K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
200+ 5.32% |
$11.1K - $11.5K
|
3.96K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
7.2K+ 3.47% |
$399K - $413K
|
215K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 20.0% |
$55.5 - $57.4
|
6
$361
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-84.4K- 57.89% |
$4.68M - $4.84M
|
61.4K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-89.1K- 5.47% |
$4.94M - $5.11M
|
1.54M
$92.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-40- 0.31% |
$2.22K - $2.3K
|
13.1K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
394New |
$21.8K - $22.6K
|
394
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.14K- 35.15% |
$174K - $180K
|
5.8K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3.17K- 10.6% |
$176K - $182K
|
26.8K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.25K- 3.26% |
$69.1K - $71.6K
|
37K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$111 - $115
|
2
$120
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139New |
$7.71K - $7.98K
|
139
$8.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
60New |
$3.33K - $3.44K
|
60
$3.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.14K+ 117.04% |
$63.2K - $65.4K
|
2.11K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.7KNew |
$316K - $327K
|
5.7K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-115- 1.81% |
$6.38K - $6.6K
|
6.25K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
324+ 2.23% |
$18K - $18.6K
|
14.9K
$895K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
125+ 10.37% |
$6.93K - $7.17K
|
1.33K
$80K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.12K+ 325.62% |
$450K - $466K
|
10.6K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.05K- 11.87% |
$113K - $117K
|
15.2K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37.3K+ 17.94% |
$2.07M - $2.14M
|
245K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$409K - $423K
|
7.38K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-411- 7.33% |
$22.8K - $23.6K
|
5.2K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.63K- 2.12% |
$90.5K - $93.7K
|
75.2K
$4.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15.4KNew |
$856K - $886K
|
15.4K
$929K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.42K- 23.47% |
$78.8K - $81.6K
|
4.64K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.12K- 34.94% |
$173K - $179K
|
5.81K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.3K+ 14.57% |
$294K - $304K
|
41.7K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
489New |
$27.1K - $28.1K
|
489
$29.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.35KNew |
$74.9K - $77.5K
|
1.35K
$81.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-134- 0.7% |
$7.43K - $7.69K
|
18.9K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.96KNew |
$220K - $227K
|
3.96K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.62KNew |
$367K - $380K
|
6.62K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.16K- 85.25% |
$64.1K - $66.3K
|
200
$12K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.4K+ 28.92% |
$909K - $941K
|
73K
$4.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.7K+ 13.63% |
$538K - $557K
|
80.9K
$4.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.81M - $1.88M
|
32.7K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$27.7K - $28.7K
|
500
$30.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4.4K- 12.67% |
$244K - $253K
|
30.3K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$555 - $574
|
10
$602
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.77K- 27.47% |
$209K - $216K
|
9.96K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.74KNew |
$373K - $387K
|
6.74K
$405K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
7.74K+ 128.98% |
$429K - $444K
|
13.7K
$827K
|