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 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-6.8K- 4.44% |
$374K - $404K
|
146K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.74K+ 1.71% |
$151K - $163K
|
163K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.4K+ 5.17% |
$132K - $143K
|
48.8K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
50+ 0.29% |
$2.75K - $2.98K
|
17.2K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.4KNew |
$571K - $618K
|
10.4K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$110 - $119
|
12.4K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.5K- 24.31% |
$850K - $921K
|
48.2K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.43K+ 2.35% |
$78.8K - $85.3K
|
62.3K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 37.74% |
$111K - $120K
|
7.39K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.64% |
$19.1K - $20.6K
|
53.6K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
147K+ 11.97% |
$8.05M - $8.72M
|
1.37M
$82.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-764- 16.55% |
$42K - $45.5K
|
3.85K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.36K+ 12.62% |
$130K - $140K
|
21K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128K+ 13.39% |
$7.06M - $7.64M
|
1.09M
$65.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2+ 0.02% |
$110 - $119
|
8.31K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.4K+ 0.34% |
$629K - $680K
|
3.42M
$206M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-732- 2.23% |
$40.2K - $43.6K
|
32.2K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.29K+ 3175.0% |
$126K - $136K
|
2.36K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
108KNew |
$5.93M - $6.42M
|
108K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 1.21% |
$8.39M - $9.08M
|
12.5M
$752M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84.2K+ 28.56% |
$4.63M - $5.01M
|
379K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.7K- 79.4% |
$203K - $220K
|
960
$57.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.76K+ 8.62% |
$317K - $343K
|
72.5K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41.7K- 17.56% |
$2.29M - $2.48M
|
196K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
277K+ 5.26% |
$15.2M - $16.5M
|
5.54M
$334M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.6K+ 98.7% |
$585K - $633K
|
21.4K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$1.04K - $1.13K
|
19
$1.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 8.29% |
$1.01M - $1.1M
|
241K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.72K+ 1.97% |
$94.6K - $102K
|
89.2K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.79K+ 5.24% |
$373K - $404K
|
136K
$8.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.25K+ 11.75% |
$508K - $550K
|
87.9K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
76.5KNew |
$4.2M - $4.55M
|
76.5K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
8.38KNew |
$461K - $499K
|
8.38K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
75.9KNew |
$4.17M - $4.52M
|
75.9K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.69K- 15.13% |
$93.1K - $101K
|
9.5K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55.9K+ 6.93% |
$3.07M - $3.33M
|
862K
$51.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.36K- 24.43% |
$405K - $438K
|
22.8K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.5K+ 59.0% |
$247K - $268K
|
12.1K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.3K+ 11.78% |
$565K - $612K
|
97.6K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-339K- 8.09% |
$18.6M - $20.2M
|
3.85M
$232M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
57K+ 37.1% |
$3.14M - $3.39M
|
211K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.88K+ 26.98% |
$158K - $171K
|
13.5K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85.6K- 20.21% |
$4.7M - $5.09M
|
338K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.1% |
$55 - $59.5
|
1.03K
$62K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.07K+ 15.74% |
$58.7K - $63.6K
|
7.86K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.42K+ 2.93% |
$133K - $144K
|
84.8K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.9K+ 13.62% |
$1.48M - $1.6M
|
224K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
605New |
$33.3K - $36K
|
605
$36.4K
|