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
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
205K+ 22.56% |
$11.3M - $12.2M
|
1.12M
$67.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-150K- 37.87% |
$8.23M - $8.9M
|
246K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-628- 84.75% |
$34.5K - $37.4K
|
113
$6.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
65.4K+ 17.02% |
$3.59M - $3.89M
|
449K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34.9K+ 2.48% |
$1.92M - $2.08M
|
1.44M
$86.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
348+ 2.32% |
$19.1K - $20.7K
|
15.4K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
24.5K+ 4.36% |
$1.35M - $1.46M
|
587K
$35.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.87K+ 8.51% |
$213K - $230K
|
49.4K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.77K- 2.5% |
$97K - $105K
|
68.7K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-3.38K- 23.7% |
$186K - $201K
|
10.9K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17.2K+ 29.72% |
$946K - $1.02M
|
75.1K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
93.4KNew |
$5.14M - $5.56M
|
93.4K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.07K+ 19.2% |
$499K - $540K
|
56.3K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
51.4KNew |
$2.83M - $3.06M
|
51.4K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.09K+ 19.63% |
$445K - $481K
|
49.3K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
42.2K+ 28.12% |
$2.32M - $2.51M
|
192K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6K+ 5.25% |
$637K - $690K
|
233K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-509- 0.87% |
$28K - $30.3K
|
57.9K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.59K+ 0.5% |
$472K - $511K
|
1.73M
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
362+ 131.16% |
$19.9K - $21.5K
|
638
$38.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6.87K+ 3.19% |
$378K - $409K
|
222K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
190+ 0.57% |
$10.4K - $11.3K
|
33.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.77KNew |
$262K - $284K
|
4.77K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
50.5K+ 51.82% |
$2.77M - $3M
|
148K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.4K- 16.65% |
$1.18M - $1.28M
|
107K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
352+ 2.73% |
$19.4K - $20.9K
|
13.3K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.65K+ 39.89% |
$201K - $217K
|
12.8K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.69K+ 87.46% |
$258K - $279K
|
10K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-498K- 73.34% |
$27.4M - $29.7M
|
181K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.72KNew |
$259K - $281K
|
4.72K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-660K- 39.34% |
$36.3M - $39.2M
|
1.02M
$61.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.1K- 63.25% |
$556K - $602K
|
5.88K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.41K+ 12.37% |
$133K - $144K
|
21.9K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
499+ 60.85% |
$27.4K - $29.7K
|
1.32K
$79.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.5K+ 9.65% |
$576K - $623K
|
119K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375K+ 17.59% |
$20.6M - $22.3M
|
2.51M
$151M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.6K+ 13.13% |
$693K - $750K
|
109K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 13.72% |
$786K - $851K
|
89.9K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.84K+ 2201.55% |
$156K - $169K
|
2.97K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 5.65% |
$81.3K - $88K
|
24.7K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
11.3K+ 5.33% |
$622K - $673K
|
224K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-19.9K- 3.47% |
$1.1M - $1.19M
|
554K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
15+ 6.67% |
$825 - $893
|
240
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.67% |
$56.8K - $61.5K
|
17.2K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.85K+ 9.56% |
$102K - $110K
|
21.2K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 0.43% |
$4.34K - $4.7K
|
18.6K
$1.12M
|