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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
350+ 0.86% |
$19.2K - $20.3K
|
41.1K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 11.0% |
$16.4K - $17.4K
|
2.43K
$146K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-350- 3.68% |
$19.2K - $20.3K
|
9.15K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$194K - $205K
|
3.54K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5KNew |
$686K - $725K
|
12.5K
$753K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.35K- 38.21% |
$129K - $136K
|
3.8K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25K+ 14.28% |
$1.37M - $1.45M
|
200K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
34.2K+ 16.27% |
$1.87M - $1.98M
|
245K
$14.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
930+ 29.01% |
$50.9K - $53.8K
|
4.14K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
212KNew |
$11.6M - $12.3M
|
212K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
18K+ 20.75% |
$985K - $1.04M
|
105K
$6.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-131- 24.81% |
$7.17K - $7.58K
|
397
$23.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
30New |
$1.64K - $1.74K
|
30
$1.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
122K+ 33.98% |
$6.66M - $7.04M
|
480K
$28.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-150- 1.03% |
$8.21K - $8.68K
|
14.4K
$868K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
825New |
$45.2K - $47.7K
|
825
$49.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.31K- 30.42% |
$510K - $539K
|
21.3K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.35K- 20.19% |
$512K - $541K
|
37K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
7.66K+ 18.58% |
$419K - $443K
|
48.9K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-389- 4.9% |
$21.3K - $22.5K
|
7.54K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
131+ 4.4% |
$7.17K - $7.58K
|
3.11K
$187K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-658- 18.62% |
$36K - $38.1K
|
2.88K
$173K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.9K+ 5.45% |
$104K - $110K
|
36.7K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
155New |
$8.49K - $8.97K
|
155
$9.32K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-478- 14.91% |
$26.2K - $27.7K
|
2.73K
$164K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 2.51% |
$128K - $136K
|
95.9K
$5.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$11K - $11.6K
|
200
$12K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.28K+ 32.7% |
$125K - $132K
|
9.23K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$60.2K - $63.6K
|
1.1K
$66.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
9K+ 68.7% |
$493K - $521K
|
22.1K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$193K - $204K
|
3.52K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
74+ 1.79% |
$4.05K - $4.28K
|
4.2K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-490- 6.15% |
$26.8K - $28.4K
|
7.48K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.69KNew |
$147K - $156K
|
2.69K
$162K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
BUY
|
- |
200+ 4.04% |
$11K - $11.6K
|
5.15K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 22.43% |
$81.1K - $85.7K
|
8.09K
$487K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 18.75% |
$72.2K - $76.3K
|
8.35K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 2.7% |
$54.8 - $57.9
|
38
$2.29K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
353K+ 135.15% |
$19.3M - $20.4M
|
615K
$37M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-711- 13.48% |
$38.9K - $41.1K
|
4.56K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.8KNew |
$153K - $162K
|
2.8K
$168K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.17KNew |
$447K - $473K
|
8.17K
$492K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.66K+ 14.27% |
$90.9K - $96K
|
13.3K
$800K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-462- 18.17% |
$25.3K - $26.7K
|
2.08K
$125K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$192K - $203K
|
3.5K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 0.58% |
$493 - $521
|
1.57K
$94.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-471- 11.71% |
$25.8K - $27.3K
|
3.55K
$214K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
5.22KNew |
$286K - $302K
|
5.22K
$314K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
42New |
$2.3K - $2.43K
|
42
$2.53K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-243K- 96.81% |
$13.3M - $14.1M
|
8.02K
$482K
|