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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 3.65% |
$101K - $105K
|
51.8K
$3.05M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 1.83% |
$101K - $105K
|
101K
$5.96M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 3.19% |
$101K - $105K
|
58.9K
$3.47M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.81K+ 14.58% |
$101K - $104K
|
14.3K
$839K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.79K+ 5.48% |
$99.4K - $103K
|
34.5K
$2.03M
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
1.78K+ 41.59% |
$98.7K - $102K
|
6.06K
$357K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.77K+ 4.38% |
$98K - $101K
|
42.1K
$2.48M
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.75K+ 3.05% |
$97K - $100K
|
59K
$3.47M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.74K+ 294.74% |
$96.3K - $99.6K
|
2.33K
$137K
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.74K+ 2.66% |
$96.3K - $99.6K
|
67.1K
$3.95M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71K+ 27.63% |
$94.8K - $98.1K
|
7.9K
$465K
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.69K+ 20.79% |
$93.7K - $96.9K
|
9.81K
$577K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.68K+ 21.26% |
$93.3K - $96.6K
|
9.6K
$565K
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.68K+ 8.09% |
$92.9K - $96.1K
|
22.4K
$1.32M
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.67K+ 6.15% |
$92.7K - $95.9K
|
28.9K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.66K+ 32.46% |
$92.2K - $95.4K
|
6.79K
$399K
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.66K+ 3.71% |
$91.9K - $95.2K
|
46.4K
$2.73M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 69.6% |
$90.7K - $93.8K
|
3.98K
$234K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.63K+ 2.26% |
$90.4K - $93.6K
|
73.9K
$4.35M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.63K+ 9.47% |
$90.3K - $93.5K
|
18.8K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.6K+ 1.34% |
$88.9K - $92.1K
|
122K
$7.15M
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.59K+ 9.44% |
$88.2K - $91.3K
|
18.4K
$1.09M
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.59K+ 33.96% |
$88.2K - $91.3K
|
6.27K
$369K
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 42.07% |
$88.1K - $91.1K
|
5.36K
$316K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.56K+ 1.73% |
$86.3K - $89.4K
|
91.4K
$5.38M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$85.3K - $88.3K
|
1.54K
$90.5K
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.53K+ 11.78% |
$84.8K - $87.7K
|
14.5K
$854K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.5K+ 4.32% |
$83.2K - $86.1K
|
36.2K
$2.13M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.49K+ 0.29% |
$82.8K - $85.7K
|
515K
$30.3M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.49K+ 5.24% |
$82.6K - $85.5K
|
29.9K
$1.76M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.46K+ 1.11% |
$80.8K - $83.6K
|
132K
$7.79M
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.44K+ 7.4% |
$80K - $82.8K
|
20.9K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.43K+ 23.1% |
$79.3K - $82.1K
|
7.63K
$449K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.43K+ 38.43% |
$79.2K - $82K
|
5.14K
$303K
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.42K+ 1.44% |
$78.6K - $81.4K
|
99.6K
$5.86M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.41K+ 34.71% |
$78.2K - $80.9K
|
5.47K
$322K
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.38K+ 1.82% |
$76.5K - $79.2K
|
77.2K
$4.54M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.37K+ 13.66% |
$76.2K - $78.9K
|
11.4K
$673K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.35KNew |
$74.9K - $77.5K
|
1.35K
$79.4K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 3.32% |
$73.9K - $76.4K
|
41.4K
$2.44M
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 14.95% |
$73.5K - $76.1K
|
10.2K
$600K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 1.35% |
$73.1K - $75.6K
|
98.8K
$5.81M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 5.06% |
$72.9K - $75.4K
|
27.3K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.31K+ 7.3% |
$72.4K - $74.9K
|
19.2K
$1.13M
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.29K+ 0.73% |
$71.6K - $74.1K
|
179K
$10.5M
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.29K+ 13.28% |
$71.5K - $74K
|
11K
$647K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.22K+ 3.89% |
$67.8K - $70.1K
|
32.6K
$1.92M
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.22K+ 1.43% |
$67.5K - $69.8K
|
86.2K
$5.07M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.14K+ 117.04% |
$63.2K - $65.4K
|
2.11K
$124K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.09K+ 0.99% |
$60.4K - $62.5K
|
112K
$6.56M
|