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
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 5.05% |
$229K - $248K
|
78.4K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
504+ 2.12% |
$27.7K - $30K
|
24.3K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.53K+ 9.97% |
$414K - $448K
|
83K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.5K+ 26.48% |
$1.18M - $1.28M
|
103K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
667+ 4.8% |
$36.7K - $39.7K
|
14.6K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.57K+ 22.67% |
$86.3K - $93.4K
|
8.5K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.3K- 2.0% |
$71.5K - $77.4K
|
63.6K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 6.81% |
$90.9K - $98.4K
|
25.9K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40+ 0.63% |
$2.2K - $2.38K
|
6.34K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.01K+ 2.39% |
$55.3K - $59.9K
|
43.2K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
22.8K+ 32.32% |
$1.25M - $1.36M
|
93.4K
$5.62M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33K+ 257.48% |
$72.9K - $78.9K
|
1.84K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72.5K+ 8.31% |
$3.99M - $4.32M
|
946K
$56.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 8.03% |
$108K - $117K
|
22.6K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.29K+ 6.55% |
$236K - $255K
|
69.7K
$4.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.54M+ 18.76% |
$194M - $210M
|
22.4M
$1.35B
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 1.81% |
$6.05K - $6.55K
|
6.19K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.42K+ 16.24% |
$133K - $144K
|
17.3K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.1K- 32.12% |
$445K - $482K
|
17.1K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
520New |
$28.6K - $30.9K
|
520
$31.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.1K+ 3.21% |
$612K - $663K
|
358K
$21.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.8K+ 13.19% |
$264K - $286K
|
41.2K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.93K+ 16.99% |
$546K - $591K
|
68.4K
$4.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9.55K+ 5.27% |
$525K - $568K
|
191K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
86+ 0.24% |
$4.73K - $5.12K
|
35.5K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 0.5% |
$1.59K - $1.73K
|
5.83K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.4K+ 1.91% |
$1.18M - $1.28M
|
1.14M
$68.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.09K+ 3.38% |
$225K - $243K
|
125K
$7.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.02KNew |
$276K - $299K
|
5.02K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.89KNew |
$104K - $113K
|
1.89K
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.17M- 38.93% |
$64.3M - $69.6M
|
1.84M
$110M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
426+ 2.47% |
$23.4K - $25.4K
|
17.6K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.75K+ 89.72% |
$206K - $223K
|
7.93K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
416K+ 28.03% |
$22.9M - $24.8M
|
1.9M
$114M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.2K+ 11.84% |
$66.1K - $71.6K
|
11.4K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-23.8K- 70.82% |
$1.31M - $1.41M
|
9.8K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.35K- 5.71% |
$73.9K - $80K
|
22.2K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.85K+ 2.11% |
$377K - $408K
|
332K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 2.88% |
$168K - $182K
|
109K
$6.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.82K- 1.69% |
$99.9K - $108K
|
106K
$6.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.38K- 11.83% |
$241K - $261K
|
32.7K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.81KNew |
$264K - $286K
|
4.81K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.37K+ 73.44% |
$185K - $201K
|
7.96K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.4K- 36.58% |
$794K - $859K
|
25K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
56+ 1.56% |
$3.08K - $3.33K
|
3.64K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
812+ 21.69% |
$44.6K - $48.3K
|
4.56K
$274K
|