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 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-817- 9.01% |
$44.9K - $48.6K
|
8.25K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
60.2K+ 34.41% |
$3.31M - $3.58M
|
235K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
18.7K+ 13.9% |
$1.03M - $1.11M
|
153K
$9.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
4.63K+ 0.98% |
$255K - $276K
|
477K
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
15.6KNew |
$859K - $930K
|
15.6K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.33K+ 3.42% |
$183K - $198K
|
101K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
762+ 50.8% |
$41.9K - $45.3K
|
2.26K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.75KNew |
$426K - $461K
|
7.75K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
596+ 5.58% |
$32.8K - $35.5K
|
11.3K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.54K+ 5.23% |
$140K - $151K
|
51.1K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17K- 88.88% |
$937K - $1.01M
|
2.13K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.02M- 97.3% |
$56.1M - $60.8M
|
28.3K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.34K+ 4.66% |
$73.8K - $79.9K
|
30.2K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-166- 2.14% |
$9.13K - $9.88K
|
7.6K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.3K- 18.57% |
$1.55M - $1.68M
|
124K
$7.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 48.4% |
$1.3M - $1.4M
|
25.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.9K- 20.05% |
$2.69M - $2.91M
|
195K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.29K- 3.06% |
$70.6K - $76.5K
|
40.7K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-302- 0.1% |
$16.6K - $18K
|
293K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
695+ 18.91% |
$38.2K - $41.4K
|
4.37K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.02% |
$330 - $357
|
32.6K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.31K- 2.85% |
$237K - $257K
|
147K
$8.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2K- 0.8% |
$66.1K - $71.6K
|
148K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-581- 2.43% |
$31.9K - $34.6K
|
23.3K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-898- 7.47% |
$49.4K - $53.4K
|
11.1K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
229+ 5.69% |
$12.6K - $13.6K
|
4.26K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.8K+ 9.3% |
$647K - $700K
|
138K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43.4K+ 17.2% |
$2.38M - $2.58M
|
295K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28K- 20.33% |
$1.54M - $1.67M
|
110K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55.7K+ 32.53% |
$3.06M - $3.31M
|
227K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.9KNew |
$1.2M - $1.3M
|
21.9K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-344- 3.92% |
$18.9K - $20.5K
|
8.43K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 9.98% |
$139K - $151K
|
27.9K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1K+ 3.81% |
$55.2K - $59.7K
|
27.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 10.17% |
$63.9K - $69.2K
|
12.6K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
128New |
$7.04K - $7.62K
|
128
$7.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
253KNew |
$13.9M - $15.1M
|
253K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.87K- 33.89% |
$103K - $112K
|
3.66K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
11.6KNew |
$638K - $690K
|
11.6K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-30- 0.2% |
$1.65K - $1.79K
|
14.9K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.13KNew |
$227K - $246K
|
4.13K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.11K+ 24.63% |
$391K - $423K
|
36K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.04K- 3.16% |
$112K - $122K
|
62.5K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.85K- 12.89% |
$157K - $170K
|
19.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-366- 1.24% |
$20.1K - $21.8K
|
29.2K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74.2K+ 432.52% |
$4.08M - $4.42M
|
91.4K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 6.21% |
$231K - $250K
|
63.5K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.33K+ 0.65% |
$73.2K - $79.2K
|
208K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-90- 1.9% |
$4.95K - $5.36K
|
4.64K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.2K+ 1.68% |
$65.9K - $71.4K
|
72.5K
$4.36M
|