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 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
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-752K- 10.58% |
$41.3M - $44.7M
|
6.35M
$382M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12+ 0.34% |
$660 - $714
|
3.54K
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
357+ 1.97% |
$19.6K - $21.2K
|
18.5K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
682+ 12.17% |
$37.5K - $40.6K
|
6.29K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-298- 1.01% |
$16.4K - $17.7K
|
29.3K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.49K- 25.48% |
$412K - $446K
|
21.9K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
15.6K+ 26.18% |
$859K - $930K
|
75.3K
$4.53M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.2K+ 6.43% |
$176K - $191K
|
53K
$3.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.02K- 13.09% |
$111K - $120K
|
13.4K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 0.4% |
$112K - $121K
|
502K
$30.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 26.09% |
$1.28M - $1.39M
|
66.1K
$3.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.02K+ 13.26% |
$111K - $120K
|
17.3K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-97- 3.52% |
$5.33K - $5.77K
|
2.66K
$160K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.76K+ 2.82% |
$317K - $343K
|
210K
$12.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.28K+ 25.61% |
$126K - $136K
|
11.2K
$674K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
279+ 0.16% |
$15.3K - $16.6K
|
179K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
165+ 2.21% |
$9.07K - $9.82K
|
7.62K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.68K- 8.34% |
$257K - $278K
|
51.4K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24K+ 18.35% |
$1.32M - $1.43M
|
154K
$9.29M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.46K- 6.64% |
$245K - $265K
|
62.6K
$3.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.38K- 1.37% |
$76.1K - $82.4K
|
100K
$6.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
139+ 1.6% |
$7.64K - $8.27K
|
8.8K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.28K+ 13.39% |
$290K - $314K
|
44.7K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-218- 1.35% |
$12K - $13K
|
16K
$961K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.93K- 2.14% |
$546K - $591K
|
454K
$27.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.49K- 20.32% |
$357K - $386K
|
25.4K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
258+ 5.39% |
$14.2K - $15.4K
|
5.04K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.29K+ 186.96% |
$456K - $493K
|
12.7K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.87K+ 10.5% |
$158K - $170K
|
30.1K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.31K- 5.93% |
$127K - $137K
|
36.6K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.5K- 15.11% |
$1.56M - $1.69M
|
160K
$9.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-139- 0.1% |
$7.64K - $8.27K
|
146K
$8.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36.8K+ 98.15% |
$2.02M - $2.19M
|
74.3K
$4.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.55K+ 28.09% |
$415K - $449K
|
34.4K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-210- 1.08% |
$11.5K - $12.5K
|
19.2K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.65K+ 23.73% |
$201K - $217K
|
19K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36.7K- 14.09% |
$2.02M - $2.18M
|
224K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77New |
$4.23K - $4.58K
|
77
$4.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-3.61K- 1.81% |
$198K - $215K
|
195K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.05K+ 20.71% |
$388K - $420K
|
41.1K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.01K+ 5.6% |
$55.5K - $60.1K
|
19.1K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 24.74% |
$65.5K - $70.9K
|
3.62K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
276+ 0.8% |
$15.2K - $16.4K
|
34.6K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.6K+ 12.6% |
$584K - $633K
|
95K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.57K+ 5.86% |
$306K - $332K
|
101K
$6.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
12KNew |
$662K - $717K
|
12K
$725K
|