Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JEPI)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.56M+ 5.86% |
$86.6M - $89.7M
|
28.2M
$1.63B
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06M+ 43.46% |
$58.6M - $60.7M
|
3.49M
$202M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.03M+ 6254.52% |
$57.3M - $59.3M
|
1.05M
$60.8M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
540K+ 8.22% |
$29.9M - $31M
|
7.1M
$412M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
535K+ 44.35% |
$29.6M - $30.7M
|
1.74M
$101M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
524K+ 176.52% |
$29.1M - $30.1M
|
821K
$47.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
439K+ 22.15% |
$24.4M - $25.2M
|
2.42M
$140M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
430K+ 14.58% |
$23.9M - $24.7M
|
3.38M
$196M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
405K+ 3.31% |
$22.5M - $23.3M
|
12.7M
$733M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
396K+ 15.81% |
$21.9M - $22.7M
|
2.9M
$168M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
331K+ 6728.15% |
$18.3M - $19M
|
335K
$19.4M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
307K+ 2420.91% |
$17M - $17.6M
|
319K
$18.5M
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
302K+ 104.3% |
$16.7M - $17.3M
|
591K
$34.2M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
293K+ 35.33% |
$16.2M - $16.8M
|
1.12M
$65M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
292KNew |
$16.2M - $16.8M
|
292K
$16.9M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
265K+ 14.17% |
$14.7M - $15.2M
|
2.13M
$124M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243K+ 395.3% |
$13.5M - $13.9M
|
304K
$17.6M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
218K+ 9385.78% |
$12.1M - $12.5M
|
220K
$12.7M
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
208K+ 44.07% |
$11.5M - $11.9M
|
679K
$39.4M
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
207K+ 17.18% |
$11.5M - $11.9M
|
1.41M
$81.7M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
204K+ 331.94% |
$11.3M - $11.7M
|
265K
$15.4M
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
200K+ 1699.81% |
$11.1M - $11.5M
|
212K
$12.3M
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
189KNew |
$10.5M - $10.8M
|
189K
$10.9M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
171K+ 21.86% |
$9.49M - $9.82M
|
954K
$55.3M
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
167K+ 5.88% |
$9.25M - $9.57M
|
3.01M
$174M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
162K+ 2.4% |
$8.96M - $9.27M
|
6.89M
$399M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
149K+ 34.68% |
$8.25M - $8.54M
|
578K
$33.5M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
138K+ 48.22% |
$7.64M - $7.9M
|
423K
$24.5M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
134K+ 105.6% |
$7.42M - $7.68M
|
261K
$15.1M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
132KNew |
$7.34M - $7.59M
|
132K
$7.66M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132K+ 8.77% |
$7.32M - $7.57M
|
1.64M
$94.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
132K+ 15.94% |
$7.32M - $7.57M
|
960K
$55.6M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
108K+ 17.98% |
$5.97M - $6.18M
|
706K
$40.9M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
107K+ 151.5% |
$5.96M - $6.17M
|
178K
$10.3M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
96.5K+ 44.46% |
$5.35M - $5.54M
|
313K
$18.2M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
96.4K+ 19.27% |
$5.35M - $5.53M
|
597K
$34.6M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
95.7K+ 8.17% |
$5.31M - $5.49M
|
1.27M
$73.4M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
92.5K+ 790.6% |
$5.13M - $5.31M
|
104K
$6.04M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92.2K+ 4.3% |
$5.11M - $5.29M
|
2.23M
$129M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
85.8K+ 21.7% |
$4.76M - $4.93M
|
481K
$27.9M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
81.7K+ 58.7% |
$4.53M - $4.69M
|
221K
$12.8M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.3K+ 17.1% |
$4.51M - $4.67M
|
557K
$32.3M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77.1K+ 4.82% |
$4.28M - $4.43M
|
1.68M
$97.1M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75K+ 77.97% |
$4.16M - $4.3M
|
171K
$9.92M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
73.5K+ 43.17% |
$4.08M - $4.22M
|
244K
$14.1M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
72.4K+ 320.19% |
$4.01M - $4.15M
|
95K
$5.5M
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
66.9KNew |
$3.71M - $3.84M
|
66.9K
$3.88M
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
66KNew |
$3.66M - $3.79M
|
66K
$3.83M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66K+ 8.17% |
$3.66M - $3.79M
|
873K
$50.6M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
65.5K+ 11.15% |
$3.63M - $3.76M
|
653K
$37.8M
|