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 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.4K+ 28.92% |
$909K - $941K
|
73K
$4.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.7K+ 13.63% |
$538K - $557K
|
80.9K
$4.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$27.7K - $28.7K
|
500
$29.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$555 - $574
|
10
$592
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.74KNew |
$373K - $387K
|
6.74K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.08KNew |
$448K - $464K
|
8.08K
$478K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104- 1.93% |
$5.77K - $5.97K
|
5.28K
$312K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-879- 3.77% |
$48.7K - $50.4K
|
22.5K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
125+ 1.53% |
$6.93K - $7.17K
|
8.31K
$492K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
331+ 1.75% |
$18.4K - $19K
|
19.3K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-623- 90.03% |
$34.5K - $35.8K
|
69
$4.08K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33KNew |
$129K - $134K
|
2.33K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.67KNew |
$203K - $210K
|
3.67K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-576- 2.28% |
$31.9K - $33.1K
|
24.7K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-280K- 35.58% |
$15.5M - $16.1M
|
507K
$30M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
407New |
$22.6K - $23.4K
|
407
$24.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.12KNew |
$450K - $466K
|
8.12K
$481K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.1KNew |
$283K - $293K
|
5.1K
$302K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-14- 2.25% |
$776 - $803
|
607
$35.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.7KNew |
$757K - $783K
|
13.7K
$808K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
801+ 16.02% |
$44.4K - $46K
|
5.8K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$1.77K - $1.84K
|
32
$1.89K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2New |
$111 - $115
|
2
$118
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-440- 10.09% |
$24.4K - $25.3K
|
3.92K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.6K+ 3.63% |
$700K - $725K
|
360K
$21.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.78K- 47.09% |
$98.7K - $102K
|
2K
$118K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-27.9K- 22.29% |
$1.55M - $1.6M
|
97.3K
$5.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.96KNew |
$220K - $227K
|
3.96K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.78K+ 18.68% |
$210K - $217K
|
24K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
14.5K+ 26.04% |
$803K - $831K
|
70.1K
$4.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.7K+ 163.98% |
$205K - $212K
|
5.95K
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
67+ 1.84% |
$3.72K - $3.85K
|
3.71K
$220K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
555New |
$30.8K - $31.9K
|
555
$32.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.86KNew |
$214K - $222K
|
3.86K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
666+ 9.33% |
$36.9K - $38.2K
|
7.81K
$462K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20+ 66.67% |
$1.11K - $1.15K
|
50
$2.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$2.06M - $2.13M
|
37.1K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.67KNew |
$204K - $211K
|
3.67K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2K- 19.55% |
$111K - $115K
|
8.23K
$487K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
132KNew |
$7.34M - $7.59M
|
132K
$7.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
69+ 1.56% |
$3.83K - $3.96K
|
4.48K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.67KNew |
$148K - $153K
|
2.67K
$158K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-298- 5.15% |
$16.5K - $17.1K
|
5.49K
$325K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
138+ 22.62% |
$7.65K - $7.92K
|
748
$44.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$13.9K - $14.3K
|
250
$14.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
293+ 7.38% |
$16.2K - $16.8K
|
4.26K
$252K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75New |
$4.16K - $4.3K
|
75
$4.44K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
224+ 2240.0% |
$12.4K - $12.9K
|
234
$13.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.93K+ 3.78% |
$107K - $111K
|
53.1K
$3.14M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-125- 4.73% |
$6.84K - $7.23K
|
2.52K
$149K
|
|