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 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.17K- 48.15% |
$276K - $289K
|
5.57K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
670+ 8375.0% |
$35.8K - $37.5K
|
678
$40.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$661K - $690K
|
12.3K
$743K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.73KNew |
$306K - $320K
|
5.73K
$344K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 11.97% |
$31.1K - $32.5K
|
4.27K
$257K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$10.7K - $11.2K
|
200
$12K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-301- 1.43% |
$16.1K - $16.8K
|
20.7K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.09K+ 2.9% |
$433K - $452K
|
287K
$17.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$53.5K - $55.9K
|
1K
$60.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
17.6KNew |
$944K - $987K
|
17.6K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$14.7K - $15.4K
|
275
$16.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3.34K+ 3.75% |
$179K - $187K
|
92.5K
$5.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.26KNew |
$228K - $238K
|
4.26K
$256K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.1K+ 9.94% |
$219K - $229K
|
45.4K
$2.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.39K+ 3.14% |
$235K - $245K
|
144K
$8.65M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 3.38% |
$88.8K - $92.8K
|
47.4K
$2.85M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-2.27K- 2.6% |
$122K - $127K
|
85.2K
$5.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.2KNew |
$439K - $459K
|
8.2K
$493K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
50New |
$2.68K - $2.8K
|
50
$3.01K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.33K+ 34.94% |
$339K - $354K
|
24.4K
$1.47M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-450- 23.99% |
$24.2K - $24.9K
|
1.43K
$85.8K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$539K - $554K
|
10K
$602K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6KNew |
$323K - $332K
|
6K
$361K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13.8K+ 12.12% |
$742K - $763K
|
127K
$7.66M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
566+ 283.0% |
$30.5K - $31.4K
|
766
$46.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.63K+ 362.03% |
$250K - $257K
|
5.91K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.91KNew |
$318K - $328K
|
5.91K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
495New |
$26.7K - $27.4K
|
495
$29.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-172- 4.13% |
$9.26K - $9.53K
|
3.99K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
13KNew |
$700K - $720K
|
13K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.46KNew |
$402K - $413K
|
7.46K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.71M+ 8578.66% |
$92M - $94.7M
|
1.73M
$104M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
98+ 2.48% |
$5.28K - $5.43K
|
4.05K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.99KNew |
$215K - $221K
|
3.99K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.25K- 31.34% |
$175K - $180K
|
7.11K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.4K+ 1.35% |
$1.04M - $1.07M
|
1.45M
$87.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35+ 194.44% |
$1.88K - $1.94K
|
53
$3.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
8.76K+ 6.28% |
$472K - $485K
|
148K
$8.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
7.5KNew |
$404K - $416K
|
7.5K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
140New |
$7.54K - $7.76K
|
140
$8.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22.6K+ 6.8% |
$1.21M - $1.25M
|
354K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-102- 2.09% |
$5.49K - $5.65K
|
4.77K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 1.0% |
$5.39K - $5.54K
|
9.9K
$596K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-120K- 96.23% |
$6.45M - $6.64M
|
4.7K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
974New |
$52.4K - $54K
|
974
$58.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.58K- 0.48% |
$84.8K - $87.3K
|
323K
$19.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.21KNew |
$281K - $289K
|
5.21K
$313K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
726+ 8.42% |
$39.1K - $40.2K
|
9.34K
$562K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
125+ 2.28% |
$6.73K - $6.93K
|
5.61K
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.27% |
$269 - $277
|
1.82K
$110K
|
|