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, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 29.62% |
$13.4K - $14K
|
1.09K
$62.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
331+ 7.48% |
$17.7K - $18.5K
|
4.76K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.19KNew |
$331K - $346K
|
6.19K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-843- 8.25% |
$45.1K - $47.1K
|
9.37K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
10+ 0.1% |
$535 - $559
|
10.2K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.83KNew |
$526K - $550K
|
9.83K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.44KClosed |
$238K - $248K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
269New |
$14.4K - $15K
|
269
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 40.11% |
$1.17M - $1.22M
|
76.4K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
CALL |
12.7KNew |
$679K - $710K
|
12.7K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
52.4KNew |
$2.8M - $2.93M
|
52.4K
$2.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.64K+ 27.5% |
$141K - $148K
|
12.3K
$701K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206New |
$11K - $11.5K
|
206
$11.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
9.69KNew |
$518K - $542K
|
9.69K
$554K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31+ 0.17% |
$1.66K - $1.73K
|
17.8K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.81KNew |
$257K - $269K
|
4.81K
$275K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324New |
$17.3K - $18.1K
|
324
$18.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.17K- 48.15% |
$276K - $289K
|
5.57K
$318K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
670+ 8375.0% |
$35.8K - $37.5K
|
678
$38.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$661K - $690K
|
12.3K
$706K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.73KNew |
$306K - $320K
|
5.73K
$327K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 11.97% |
$31.1K - $32.5K
|
4.27K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-301- 1.43% |
$16.1K - $16.8K
|
20.7K
$1.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.09K+ 2.9% |
$433K - $452K
|
287K
$16.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$53.5K - $55.9K
|
1K
$57.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
17.6KNew |
$944K - $987K
|
17.6K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$14.7K - $15.4K
|
275
$15.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3.34K+ 3.75% |
$179K - $187K
|
92.5K
$5.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.1K+ 9.94% |
$219K - $229K
|
45.4K
$2.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.39K+ 3.14% |
$235K - $245K
|
144K
$8.22M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 3.38% |
$88.8K - $92.8K
|
47.4K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.33K+ 34.94% |
$339K - $354K
|
24.4K
$1.4M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-450- 23.99% |
$24.2K - $24.9K
|
1.43K
$81.5K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$539K - $554K
|
10K
$572K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6KNew |
$323K - $332K
|
6K
$343K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13.8K+ 12.12% |
$742K - $763K
|
127K
$7.28M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
566+ 283.0% |
$30.5K - $31.4K
|
766
$43.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.63K+ 362.03% |
$250K - $257K
|
5.91K
$338K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.91KNew |
$318K - $328K
|
5.91K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
495New |
$26.7K - $27.4K
|
495
$28.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-172- 4.13% |
$9.26K - $9.53K
|
3.99K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
13KNew |
$700K - $720K
|
13K
$743K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.46KNew |
$402K - $413K
|
7.46K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
98+ 2.48% |
$5.28K - $5.43K
|
4.05K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.25K- 31.34% |
$175K - $180K
|
7.11K
$407K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.4K+ 1.35% |
$1.04M - $1.07M
|
1.45M
$83M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
7.5KNew |
$404K - $416K
|
7.5K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
140New |
$7.54K - $7.76K
|
140
$8K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22.6K+ 6.8% |
$1.21M - $1.25M
|
354K
$20.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-102- 2.09% |
$5.49K - $5.65K
|
4.77K
$273K
|
|