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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
41.6KNew |
$2.14M - $2.3M
|
41.6K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 99.96% |
$128K - $138K
|
1
$57.2
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
350New |
$18K - $19.4K
|
350
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.31KNew |
$67.4K - $72.4K
|
1.31K
$74.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 9.05% |
$69.5K - $74.7K
|
13.6K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$1.03K - $1.11K
|
20
$1.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11KNew |
$57.1K - $61.3K
|
1.11K
$63.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
4.41KNew |
$227K - $244K
|
4.41K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.6K - $22.1K
|
400
$22.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.79KNew |
$195K - $209K
|
3.79K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
28.2KNew |
$1.45M - $1.56M
|
28.2K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.16KNew |
$59.5K - $63.9K
|
1.16K
$66K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2KNew |
$103K - $111K
|
2K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
27.5KNew |
$1.42M - $1.52M
|
27.5K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
3K+ 7.66% |
$155K - $166K
|
42.2K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-697- 7.7% |
$35.9K - $38.6K
|
8.36K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 30.22% |
$193K - $207K
|
16.1K
$922K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$5.25K - $5.64K
|
102
$5.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03KNew |
$52.9K - $56.8K
|
1.03K
$58.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.15KNew |
$59K - $63.4K
|
1.15K
$65.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-260- 2.78% |
$13.4K - $14.4K
|
9.09K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$51.5K - $55.3K
|
1K
$57.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.04KNew |
$363K - $390K
|
7.04K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.37KNew |
$277K - $297K
|
5.37K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
150New |
$7.73K - $8.3K
|
150
$8.57K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.81KNew |
$93K - $99.9K
|
1.81K
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-7K- 51.85% |
$361K - $387K
|
6.5K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14KNew |
$719K - $773K
|
14K
$798K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-638- 5.63% |
$32.9K - $35.3K
|
10.7K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.18KNew |
$267K - $286K
|
5.18K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.3K+ 8.4% |
$325K - $349K
|
81.3K
$4.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-46- 0.39% |
$2.37K - $2.55K
|
11.8K
$676K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-598- 3.1% |
$30.8K - $33.1K
|
18.7K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.23K- 47.5% |
$218K - $234K
|
4.68K
$267K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.71M - $2.91M
|
52.5K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
403New |
$20.8K - $22.3K
|
403
$23K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71KNew |
$243K - $261K
|
4.71K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-104- 1.93% |
$5.36K - $5.75K
|
5.3K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-127K- 59.58% |
$6.53M - $7.02M
|
86K
$4.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$464 - $498
|
9
$514
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.81KNew |
$402K - $432K
|
7.81K
$446K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-246- 0.11% |
$12.7K - $13.6K
|
214K
$12.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.75K+ 34.55% |
$245K - $263K
|
18.5K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.7K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-93.7K- 54.19% |
$4.83M - $5.19M
|
79.2K
$4.53M
|
|
| Q3 2023 | |||||||
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.65KClosed |
$195K - $204K
|
0
$0
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.34K+ 56.54% |
$125K - $131K
|
6.48K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13KNew |
$696K - $727K
|
13K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.8KNew |
$203K - $213K
|
3.8K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 9.68% |
$53.5K - $55.9K
|
9.33K
$533K
|
|