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 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 1.98% |
$59.2K - $61.2K
|
54.9K
$3.23M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.03K+ 2.2% |
$57.2K - $59.2K
|
48K
$2.83M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
1.02K+ 0.88% |
$56.7K - $58.7K
|
117K
$6.9M
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.02K+ 6.34% |
$56.6K - $58.5K
|
17.1K
$1.01M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.02K+ 27.24% |
$56.4K - $58.4K
|
4.75K
$279K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01K+ 28.59% |
$55.9K - $57.9K
|
4.54K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.01K+ 1.61% |
$55.8K - $57.7K
|
63.6K
$3.74M
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1K+ 3.94% |
$55.6K - $57.5K
|
26.4K
$1.56M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$55.5K - $57.4K
|
1K
$58.8K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
997+ 19.59% |
$55.3K - $57.2K
|
6.09K
$358K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
996+ 3.01% |
$55.2K - $57.2K
|
34.1K
$2M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
968+ 1.84% |
$53.7K - $55.6K
|
53.5K
$3.15M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
960+ 22.34% |
$53.2K - $55.1K
|
5.26K
$309K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
957+ 1.26% |
$53.1K - $54.9K
|
76.9K
$4.53M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
954+ 8.71% |
$52.9K - $54.8K
|
11.9K
$701K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
950New |
$52.7K - $54.5K
|
950
$55.9K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
949+ 25.64% |
$52.6K - $54.5K
|
4.65K
$274K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
934+ 5.06% |
$51.8K - $53.6K
|
19.4K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
903+ 6.01% |
$50.1K - $51.8K
|
15.9K
$937K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
900+ 4.38% |
$49.9K - $51.7K
|
21.5K
$1.26M
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
899+ 2.11% |
$49.8K - $51.6K
|
43.5K
$2.56M
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
878+ 4.98% |
$48.7K - $50.4K
|
18.5K
$1.09M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
876+ 1.36% |
$48.6K - $50.3K
|
65.5K
$3.85M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
854+ 3.11% |
$47.4K - $49K
|
28.3K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
852+ 1.5% |
$47.2K - $48.9K
|
57.8K
$3.4M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
851+ 19.87% |
$47.2K - $48.8K
|
5.13K
$302K
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
830+ 19.19% |
$46K - $47.6K
|
5.16K
$303K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
801+ 16.02% |
$44.4K - $46K
|
5.8K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
797+ 9.99% |
$44.2K - $45.7K
|
8.78K
$516K
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
776+ 18.71% |
$43K - $44.5K
|
4.92K
$290K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
750New |
$41.6K - $43K
|
750
$44.1K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
738+ 12.31% |
$40.9K - $42.4K
|
6.74K
$396K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
734+ 0.48% |
$40.7K - $42.1K
|
153K
$9M
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
727+ 11.15% |
$40.3K - $41.7K
|
7.25K
$426K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
720+ 76.84% |
$39.9K - $41.3K
|
1.66K
$97.5K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
689+ 8.35% |
$38.2K - $39.5K
|
8.94K
$526K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
684+ 3.84% |
$37.9K - $39.3K
|
18.5K
$1.09M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
671+ 3.55% |
$37.2K - $38.5K
|
19.6K
$1.15M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
666+ 9.33% |
$36.9K - $38.2K
|
7.81K
$459K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
657+ 3.32% |
$36.4K - $37.7K
|
20.4K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
642+ 2.32% |
$35.6K - $36.8K
|
28.3K
$1.66M
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
640+ 0.34% |
$35.5K - $36.7K
|
191K
$11.2M
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
622+ 7.74% |
$34.5K - $35.7K
|
8.66K
$510K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
605+ 8.45% |
$33.5K - $34.7K
|
7.76K
$457K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
602+ 3.21% |
$33.4K - $34.5K
|
19.4K
$1.14M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
600+ 5.14% |
$33.3K - $34.4K
|
12.3K
$722K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
599+ 1.16% |
$33.2K - $34.4K
|
52.4K
$3.08M
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
592+ 2.22% |
$32.8K - $34K
|
27.3K
$1.6M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
592+ 2.12% |
$32.8K - $34K
|
28.6K
$1.68M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
573+ 1.76% |
$31.8K - $32.9K
|
33.1K
$1.95M
|