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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.54M+ 18.76% |
$194M - $210M
|
22.4M
$1.36B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54M+ 8.99% |
$139M - $151M
|
30.7M
$1.87B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27M+ 3.34% |
$70.1M - $75.8M
|
39.4M
$2.4B
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
612KNew |
$33.6M - $36.4M
|
612K
$37.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
492KNew |
$27.1M - $29.3M
|
492K
$29.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
416K+ 28.03% |
$22.9M - $24.8M
|
1.9M
$116M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
376K+ 16.85% |
$20.7M - $22.4M
|
2.61M
$159M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375K+ 17.59% |
$20.6M - $22.3M
|
2.51M
$153M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
285K+ 8.44% |
$15.7M - $17M
|
3.67M
$223M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
281K+ 883.62% |
$15.5M - $16.7M
|
313K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
277K+ 5.26% |
$15.2M - $16.5M
|
5.54M
$337M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
257KNew |
$14.1M - $15.3M
|
257K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
254KNew |
$14M - $15.1M
|
254K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
253KNew |
$13.9M - $15.1M
|
253K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
232K+ 3.37% |
$12.8M - $13.8M
|
7.13M
$433M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
224K+ 35.11% |
$12.3M - $13.3M
|
860K
$52.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218K+ 11462.97% |
$12M - $13M
|
220K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
213K+ 103.95% |
$11.7M - $12.6M
|
417K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
205K+ 22.56% |
$11.3M - $12.2M
|
1.12M
$67.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
201KNew |
$11.1M - $12M
|
201K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
184K+ 239.87% |
$10.1M - $11M
|
261K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
178K+ 44.6% |
$9.77M - $10.6M
|
576K
$35.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
149K+ 11.79% |
$8.21M - $8.89M
|
1.42M
$86.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
147K+ 11.97% |
$8.05M - $8.72M
|
1.37M
$83.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
141KNew |
$7.78M - $8.42M
|
141K
$8.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
137KNew |
$7.56M - $8.18M
|
137K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136K+ 6.97% |
$7.48M - $8.1M
|
2.09M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129K+ 2380.88% |
$7.09M - $7.68M
|
134K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128K+ 13.39% |
$7.06M - $7.64M
|
1.09M
$66.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117K+ 25.39% |
$6.45M - $6.98M
|
580K
$35.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 3.88% |
$6.18M - $6.69M
|
3.01M
$183M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110K+ 19.81% |
$6.06M - $6.56M
|
667K
$40.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
108KNew |
$5.94M - $6.43M
|
108K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
108KNew |
$5.93M - $6.42M
|
108K
$6.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
104K+ 23.56% |
$5.71M - $6.18M
|
545K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
93.4KNew |
$5.14M - $5.56M
|
93.4K
$5.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
92.4K+ 5.31% |
$5.08M - $5.5M
|
1.83M
$111M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.2K+ 4.86% |
$4.96M - $5.37M
|
1.95M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
84.5K+ 84.25% |
$4.65M - $5.03M
|
185K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.4KNew |
$4.64M - $5.02M
|
84.4K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84.2K+ 28.56% |
$4.63M - $5.01M
|
379K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.9K+ 2.4% |
$4.61M - $4.99M
|
3.57M
$217M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
80.2K+ 7.51% |
$4.41M - $4.77M
|
1.15M
$69.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
76.7K+ 71.31% |
$4.22M - $4.57M
|
184K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
76.5KNew |
$4.2M - $4.55M
|
76.5K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
75.9KNew |
$4.17M - $4.52M
|
75.9K
$4.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
74.9K+ 12.97% |
$4.12M - $4.46M
|
652K
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.6K+ 429.6% |
$4.1M - $4.44M
|
92K
$5.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
74.6K+ 28.64% |
$4.1M - $4.44M
|
335K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74.2K+ 432.52% |
$4.08M - $4.42M
|
91.4K
$5.56M
|