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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
46.7K+ 179.39% |
$2.56M - $2.78M
|
72.7K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
46KNew |
$2.53M - $2.74M
|
46K
$2.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
46K+ 84.38% |
$2.53M - $2.74M
|
101K
$5.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43.4K+ 17.2% |
$2.38M - $2.58M
|
295K
$17.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.9K+ 44.57% |
$2.36M - $2.55M
|
139K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
42.8K+ 8.89% |
$2.35M - $2.55M
|
524K
$30.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
42.5K+ 35.35% |
$2.34M - $2.53M
|
163K
$9.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
40.3K+ 2.95% |
$2.22M - $2.4M
|
1.41M
$83M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
38.3K+ 19.03% |
$2.1M - $2.28M
|
239K
$14.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
37.7K+ 66.97% |
$2.07M - $2.24M
|
93.9K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
37.6KNew |
$2.06M - $2.23M
|
37.6K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34.9K+ 2.48% |
$1.92M - $2.08M
|
1.44M
$85.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
33.5K+ 11.58% |
$1.84M - $1.99M
|
323K
$19M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.79M - $1.94M
|
32.5K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 67.1% |
$1.54M - $1.66M
|
69.6K
$4.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.1K+ 13.06% |
$1.49M - $1.61M
|
234K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.9K+ 13.62% |
$1.48M - $1.6M
|
224K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.7K+ 7.77% |
$1.47M - $1.59M
|
370K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
24.5K+ 4.36% |
$1.35M - $1.46M
|
587K
$34.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.3K+ 16.8% |
$1.33M - $1.44M
|
169K
$9.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24K+ 18.35% |
$1.32M - $1.43M
|
154K
$9.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.7KNew |
$1.3M - $1.41M
|
23.7K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22.6K+ 10.29% |
$1.24M - $1.35M
|
243K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.9KNew |
$1.2M - $1.3M
|
21.9K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
21.6K+ 15.24% |
$1.19M - $1.28M
|
163K
$9.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.5K+ 26.48% |
$1.18M - $1.28M
|
103K
$6.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
20.9K+ 2.54% |
$1.15M - $1.24M
|
842K
$49.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.9K+ 2.63% |
$1.15M - $1.24M
|
815K
$48.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.2K+ 31.78% |
$1.06M - $1.14M
|
79.6K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
18.7K+ 13.9% |
$1.03M - $1.11M
|
153K
$9.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.7K+ 45.53% |
$1.03M - $1.11M
|
59.7K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 8.29% |
$1.01M - $1.1M
|
241K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18K+ 33.66% |
$989K - $1.07M
|
71.5K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17.8K+ 9.46% |
$981K - $1.06M
|
206K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.7K+ 4.74% |
$973K - $1.05M
|
391K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.6K+ 45.88% |
$970K - $1.05M
|
56.1K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.5K+ 31.86% |
$961K - $1.04M
|
72.4K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
17.4KNew |
$958K - $1.04M
|
17.4K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
17.3K+ 62.89% |
$950K - $1.03M
|
44.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16.8K+ 20.95% |
$923K - $999K
|
96.9K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
16.1KNew |
$885K - $958K
|
16.1K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$866K - $937K
|
15.7K
$928K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 68.23% |
$865K - $937K
|
38.8K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.7K+ 27.76% |
$865K - $937K
|
72.4K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
15.6KNew |
$859K - $930K
|
15.6K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
15.6K+ 26.18% |
$859K - $930K
|
75.3K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$835K - $904K
|
15.2K
$896K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
14.7K+ 12.9% |
$809K - $875K
|
129K
$7.59M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
13.7KNew |
$755K - $817K
|
13.7K
$809K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.9K+ 3.04% |
$711K - $769K
|
438K
$25.8M
|