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
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
254KNew |
$14M - $15.1M
|
254K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.4KNew |
$4.64M - $5.02M
|
84.4K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$866K - $937K
|
15.7K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-352- 1.93% |
$19.4K - $20.9K
|
17.9K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.1K+ 3.57% |
$225K - $244K
|
119K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16.8K+ 20.95% |
$923K - $999K
|
96.9K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.48K+ 6.26% |
$356K - $386K
|
110K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 1.29% |
$1.48K - $1.61K
|
2.07K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-876- 56.44% |
$48.2K - $52.1K
|
676
$40K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$226K - $245K
|
4.11K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.4KNew |
$571K - $618K
|
10.4K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-764- 16.55% |
$42K - $45.5K
|
3.85K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.04K - $1.13K
|
19
$1.12K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
75.9KNew |
$4.17M - $4.52M
|
75.9K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.88K+ 26.98% |
$158K - $171K
|
13.5K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.1% |
$55 - $59.5
|
1.03K
$61K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
605New |
$33.3K - $36K
|
605
$35.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-628- 84.75% |
$34.5K - $37.4K
|
113
$6.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
348+ 2.32% |
$19.1K - $20.7K
|
15.4K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.77K- 2.5% |
$97K - $105K
|
68.7K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
93.4KNew |
$5.14M - $5.56M
|
93.4K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.07K+ 19.2% |
$499K - $540K
|
56.3K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
51.4KNew |
$2.83M - $3.06M
|
51.4K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.59K+ 0.5% |
$472K - $511K
|
1.73M
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-498K- 73.34% |
$27.4M - $29.7M
|
181K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
15+ 6.67% |
$825 - $893
|
240
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.25KNew |
$454K - $491K
|
8.25K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-817- 9.01% |
$44.9K - $48.6K
|
8.25K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
596+ 5.58% |
$32.8K - $35.5K
|
11.3K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2K- 0.8% |
$66.1K - $71.6K
|
148K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43.4K+ 17.2% |
$2.38M - $2.58M
|
295K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.9KNew |
$1.2M - $1.3M
|
21.9K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-344- 3.92% |
$18.9K - $20.5K
|
8.43K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
253KNew |
$13.9M - $15.1M
|
253K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
11.6KNew |
$638K - $690K
|
11.6K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 5.05% |
$229K - $248K
|
78.4K
$4.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.09K+ 3.38% |
$225K - $243K
|
125K
$7.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.38K- 11.83% |
$241K - $261K
|
32.7K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500+ 7.64% |
$27.5K - $29.8K
|
7.04K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-89- 34.23% |
$4.89K - $5.3K
|
171
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.74KNew |
$95.6K - $103K
|
1.74K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
270+ 6.15% |
$14.8K - $16.1K
|
4.66K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2KNew |
$110K - $119K
|
2K
$118K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.94K+ 1757.97% |
$382K - $413K
|
7.34K
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
15.6K+ 26.18% |
$859K - $930K
|
75.3K
$4.46M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.49K- 20.32% |
$357K - $386K
|
25.4K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.29K+ 186.96% |
$456K - $493K
|
12.7K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.07K+ 59.2% |
$389K - $421K
|
19K
$1.12M
|