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 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
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-53K- 15.54% |
$2.85M - $2.94M
|
288K
$17.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-3.25K- 9.19% |
$175K - $180K
|
32.1K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.8K- 42.76% |
$96.9K - $99.7K
|
2.41K
$145K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13.1K- 2.83% |
$706K - $726K
|
450K
$27.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
144New |
$7.75K - $7.98K
|
144
$8.66K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-951- 18.51% |
$51.2K - $52.7K
|
4.19K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.74K+ 1.93% |
$93.7K - $96.4K
|
91.9K
$5.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.57K- 28.21% |
$300K - $309K
|
14.2K
$852K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-787- 1.7% |
$42.4K - $43.6K
|
45.6K
$2.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-346- 7.81% |
$18.6K - $19.2K
|
4.08K
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
947+ 2.36% |
$51K - $52.5K
|
41.1K
$2.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
55+ 0.91% |
$2.96K - $3.05K
|
6.11K
$368K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
4.58KNew |
$247K - $254K
|
4.58K
$276K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.41K+ 26.65% |
$238K - $244K
|
21K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
204New |
$11K - $11.3K
|
204
$12.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-66.9K- 75.38% |
$3.6M - $3.7M
|
21.8K
$1.31M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
146New |
$7.86K - $8.09K
|
146
$8.78K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 2.56% |
$108 - $111
|
80
$4.81K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
3.77KNew |
$203K - $209K
|
3.77K
$227K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.87K- 40.48% |
$150K - $160K
|
4.22K
$254K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-450- 69.23% |
$23.5K - $25.1K
|
200
$12K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 44.93% |
$141K - $150K
|
8.71K
$524K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.75KNew |
$300K - $320K
|
5.75K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.05K+ 10.61% |
$54.7K - $58.5K
|
11K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
455New |
$23.7K - $25.3K
|
455
$27.4K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.36KNew |
$436K - $465K
|
8.36K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
200New |
$10.4K - $11.1K
|
200
$12K
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.14KNew |
$59.2K - $63.2K
|
1.14K
$68.3K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.78K+ 43.12% |
$354K - $378K
|
22.5K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
570New |
$29.7K - $31.7K
|
570
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.25KNew |
$222K - $237K
|
4.25K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.2KNew |
$636K - $680K
|
12.2K
$734K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.32MNew |
$173M - $185M
|
3.32M
$200M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-388- 6.72% |
$20.2K - $21.6K
|
5.39K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$52.1K - $55.7K
|
1K
$60.2K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.5K+ 33.33% |
$339K - $362K
|
26K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.6KNew |
$83.4K - $89.1K
|
1.6K
$96.3K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.5K+ 126.03% |
$2.48M - $2.65M
|
85.2K
$5.13M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.55KNew |
$237K - $254K
|
4.55K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
77New |
$4.01K - $4.29K
|
77
$4.63K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.06KNew |
$55.1K - $58.9K
|
1.06K
$63.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-251- 58.37% |
$13.1K - $14K
|
179
$10.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
186New |
$9.7K - $10.4K
|
186
$11.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
5.63KNew |
$293K - $313K
|
5.63K
$338K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
177New |
$9.23K - $9.86K
|
177
$10.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.05KNew |
$367K - $392K
|
7.05K
$424K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.73KNew |
$194K - $207K
|
3.73K
$224K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
175+ 3.07% |
$9.12K - $9.75K
|
5.88K
$354K
|
|