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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
64.3K+ 44.31% |
$3.54M - $3.83M
|
209K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.49K+ 0.74% |
$82K - $88.7K
|
202K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.6K+ 45.88% |
$970K - $1.05M
|
56.1K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.52K+ 125.13% |
$358K - $388K
|
11.7K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-111- 0.27% |
$6.1K - $6.61K
|
41.3K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 18.44% |
$916K - $991K
|
73.7K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
254KNew |
$14M - $15.1M
|
254K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218K+ 11462.97% |
$12M - $13M
|
220K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-22.9K- 21.98% |
$1.26M - $1.36M
|
81.3K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.5K+ 31.86% |
$961K - $1.04M
|
72.4K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.4KNew |
$4.64M - $5.02M
|
84.4K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$866K - $937K
|
15.7K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-352- 1.93% |
$19.4K - $20.9K
|
17.9K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.02K+ 3.35% |
$386K - $418K
|
217K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.52KNew |
$249K - $269K
|
4.52K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.1K+ 3.57% |
$225K - $244K
|
119K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
179+ 1.81% |
$9.84K - $10.7K
|
10K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.32K+ 16.0% |
$403K - $436K
|
53.1K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.49K- 4.68% |
$82.1K - $88.8K
|
30.4K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
335+ 14.64% |
$18.4K - $19.9K
|
2.62K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.39KNew |
$242K - $261K
|
4.39K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6KNew |
$585K - $633K
|
10.6K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.66KNew |
$146K - $158K
|
2.66K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
11KNew |
$602K - $652K
|
11K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
8.8KNew |
$484K - $524K
|
8.8K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16.8K+ 20.95% |
$923K - $999K
|
96.9K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129K+ 2380.88% |
$7.09M - $7.68M
|
134K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
184K+ 239.87% |
$10.1M - $11M
|
261K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 79.37% |
$1.42M - $1.53M
|
6.7K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
16.1KNew |
$885K - $958K
|
16.1K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.48K+ 6.26% |
$356K - $386K
|
110K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-72.2K- 47.07% |
$3.97M - $4.3M
|
81.2K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 1.29% |
$1.48K - $1.61K
|
2.07K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-876- 56.44% |
$48.2K - $52.1K
|
676
$40.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.59KNew |
$87.6K - $94.8K
|
1.59K
$95.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.3K+ 51.94% |
$181K - $196K
|
9.65K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 7.69% |
$708K - $766K
|
180K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
231+ 1443.75% |
$12.7K - $13.7K
|
247
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-116K- 14.09% |
$6.37M - $6.89M
|
706K
$42.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.71K+ 20.78% |
$94.1K - $102K
|
9.95K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.27KNew |
$235K - $254K
|
4.27K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
157New |
$8.63K - $9.34K
|
157
$9.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-8.69K- 14.91% |
$478K - $517K
|
49.6K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18K+ 33.66% |
$989K - $1.07M
|
71.5K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 6.95% |
$571K - $618K
|
160K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.68K+ 3.69% |
$92.5K - $100K
|
47.3K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.07K+ 14.49% |
$334K - $361K
|
47.9K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.1K+ 3.85% |
$226K - $244K
|
111K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$574K - $621K
|
10.4K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$226K - $245K
|
4.11K
$247K
|