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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.14KNew |
$59.2K - $63.2K
|
1.14K
$67.8K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.78K+ 43.12% |
$354K - $378K
|
22.5K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
570New |
$29.7K - $31.7K
|
570
$34K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.25KNew |
$222K - $237K
|
4.25K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.2KNew |
$636K - $680K
|
12.2K
$728K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.32MNew |
$173M - $185M
|
3.32M
$198M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-388- 6.72% |
$20.2K - $21.6K
|
5.39K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$52.1K - $55.7K
|
1K
$59.7K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.5K+ 33.33% |
$339K - $362K
|
26K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.6KNew |
$83.4K - $89.1K
|
1.6K
$95.5K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.5K+ 126.03% |
$2.48M - $2.65M
|
85.2K
$5.09M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.55KNew |
$237K - $254K
|
4.55K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
77New |
$4.01K - $4.29K
|
77
$4.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.06KNew |
$55.1K - $58.9K
|
1.06K
$63.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-251- 58.37% |
$13.1K - $14K
|
179
$10.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
186New |
$9.7K - $10.4K
|
186
$11.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
5.63KNew |
$293K - $313K
|
5.63K
$336K
|
|
|
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
$421K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.73KNew |
$194K - $207K
|
3.73K
$222K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
175+ 3.07% |
$9.12K - $9.75K
|
5.88K
$351K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.45KNew |
$336K - $359K
|
6.45K
$385K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.98KNew |
$103K - $110K
|
1.98K
$118K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
42K+ 103.7% |
$2.19M - $2.34M
|
82.4K
$4.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
117+ 1.74% |
$6.1K - $6.52K
|
6.85K
$409K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
622New |
$32.4K - $34.6K
|
622
$37.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 44.44% |
$209 - $223
|
13
$776
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.34KNew |
$278K - $297K
|
5.34K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13New |
$678 - $724
|
13
$776
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.75K+ 27.78% |
$300K - $320K
|
26.4K
$1.58M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.8KNew |
$198K - $212K
|
3.8K
$227K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
200+ 2.72% |
$10.4K - $11.1K
|
7.54K
$450K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.6K+ 24.98% |
$136K - $145K
|
13K
$777K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$337K - $376K
|
6.62K
$395K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
4.98KNew |
$253K - $283K
|
4.98K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-250- 71.43% |
$12.7K - $14.2K
|
100
$5.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
153+ 66.81% |
$7.78K - $8.69K
|
382
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-895- 11.92% |
$45.5K - $50.8K
|
6.62K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1K+ 22.22% |
$50.9K - $56.8K
|
5.5K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.6K+ 7.63% |
$948K - $1.06M
|
263K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.7KNew |
$1.51M - $1.69M
|
29.7K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$25.3K - $28.3K
|
498
$29.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.53KNew |
$281K - $314K
|
5.53K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
418+ 2.17% |
$21.3K - $23.7K
|
19.7K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$61.4K - $68.5K
|
2.41K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173New |
$8.8K - $9.82K
|
173
$10.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.41KNew |
$224K - $250K
|
4.41K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.91K+ 58.22% |
$148K - $165K
|
7.91K
$472K
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70.1KNew |
$3.57M - $3.98M
|
70.1K
$4.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29K- 1.49% |
$65.7K - $73.4K
|
85.5K
$5.11M
|
|