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 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-13.9K- 18.17% |
$766K - $829K
|
62.7K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.74K+ 72.09% |
$536K - $580K
|
23.3K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
90+ 1.81% |
$4.95K - $5.36K
|
5.07K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-114- 1.43% |
$6.27K - $6.78K
|
7.84K
$471K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.1K+ 13.06% |
$1.49M - $1.61M
|
234K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-103- 6.69% |
$5.66K - $6.13K
|
1.44K
$86.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-41.9K- 23.47% |
$2.3M - $2.49M
|
137K
$8.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
4.01K+ 11.02% |
$221K - $239K
|
40.4K
$2.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 0.11% |
$5.88K - $6.37K
|
101K
$6.06M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.15K+ 2.27% |
$173K - $188K
|
142K
$8.54M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138K- 37.18% |
$7.6M - $8.23M
|
234K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-10.7K- 37.84% |
$586K - $634K
|
17.5K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.58K+ 1.99% |
$472K - $511K
|
441K
$26.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.07K+ 37.86% |
$114K - $123K
|
7.52K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.9KNew |
$1.1M - $1.19M
|
19.9K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
524+ 2.5% |
$28.8K - $31.2K
|
21.5K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.08K- 6.78% |
$59.6K - $64.5K
|
14.9K
$897K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
32.2K+ 87.82% |
$1.77M - $1.92M
|
68.9K
$4.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-9.16K- 42.05% |
$504K - $545K
|
12.6K
$760K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
194+ 1.13% |
$10.7K - $11.5K
|
17.3K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.26K+ 49.34% |
$179K - $194K
|
9.86K
$593K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.24K+ 4.31% |
$123K - $133K
|
54.1K
$3.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-11.1K- 16.96% |
$608K - $658K
|
54.1K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.95KNew |
$217K - $235K
|
3.95K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.79K+ 72.22% |
$263K - $285K
|
11.4K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.11K+ 21.8% |
$171K - $185K
|
17.4K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.11K+ 13.05% |
$391K - $423K
|
61.6K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 9.78% |
$66K - $71.4K
|
13.5K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.74K+ 3.49% |
$261K - $282K
|
140K
$8.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-630- 1.2% |
$34.6K - $37.5K
|
51.9K
$3.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.87K- 39.0% |
$323K - $350K
|
9.19K
$553K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
941+ 1.42% |
$51.7K - $56K
|
67K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.88K+ 19.84% |
$104K - $112K
|
11.4K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-392- 6.33% |
$21.6K - $23.3K
|
5.8K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-89- 34.23% |
$4.89K - $5.3K
|
171
$10.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-252- 2.7% |
$13.9K - $15K
|
9.09K
$547K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.74KNew |
$95.6K - $103K
|
1.74K
$105K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
270+ 6.15% |
$14.8K - $16.1K
|
4.66K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
32.5K+ 102.46% |
$1.78M - $1.93M
|
64.1K
$3.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.14K+ 18.47% |
$392K - $425K
|
45.8K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2KNew |
$110K - $119K
|
2K
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-695- 2.88% |
$38.2K - $41.4K
|
23.4K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-167- 0.84% |
$9.18K - $9.94K
|
19.8K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.94K+ 1757.97% |
$382K - $413K
|
7.34K
$442K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 57.5% |
$69.8K - $75.5K
|
938
$56.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
17.1K+ 16.14% |
$942K - $1.02M
|
123K
$7.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 7.65% |
$131K - $142K
|
28.9K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.61% |
$178K - $193K
|
54.5K
$3.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
76.7K+ 71.31% |
$4.22M - $4.57M
|
184K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-188- 10.0% |
$10.3K - $11.2K
|
1.69K
$102K
|