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 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
567+ 2.2% |
$31.4K - $32.5K
|
26.4K
$1.55M
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
566+ 3.77% |
$31.4K - $32.5K
|
15.6K
$917K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
563+ 1.67% |
$31.2K - $32.3K
|
34.3K
$2.02M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
555New |
$30.8K - $31.9K
|
555
$32.7K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
550+ 12.66% |
$30.5K - $31.6K
|
4.9K
$288K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
545+ 0.62% |
$30.2K - $31.3K
|
88.4K
$5.2M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
541New |
$30K - $31K
|
541
$31.8K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
539+ 3.72% |
$29.9K - $30.9K
|
15K
$884K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
518+ 8.81% |
$28.7K - $29.7K
|
6.4K
$376K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$27.7K - $28.7K
|
500
$29.4K
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
492+ 11.46% |
$27.3K - $28.2K
|
4.78K
$281K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
492+ 2.77% |
$27.3K - $28.2K
|
18.2K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
489New |
$27.1K - $28.1K
|
489
$28.8K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
450+ 9.22% |
$25K - $25.8K
|
5.33K
$314K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
438+ 2.37% |
$24.3K - $25.1K
|
18.9K
$1.11M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
435+ 2.91% |
$24.1K - $25K
|
15.4K
$905K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 10.5% |
$24K - $24.8K
|
4.56K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
432+ 0.41% |
$24K - $24.8K
|
106K
$6.26M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
418+ 17.86% |
$23.2K - $24K
|
2.76K
$162K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
407New |
$22.6K - $23.4K
|
407
$23.9K
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
398+ 4.45% |
$22.1K - $22.8K
|
9.34K
$550K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
394New |
$21.8K - $22.6K
|
394
$23.2K
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
394+ 0.14% |
$21.8K - $22.6K
|
274K
$16.1M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
369+ 0.68% |
$20.5K - $21.2K
|
54.9K
$3.23M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
360+ 413.79% |
$20K - $20.7K
|
447
$26.3K
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
359+ 2.24% |
$19.9K - $20.6K
|
16.4K
$964K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
355+ 8.38% |
$19.7K - $20.4K
|
4.59K
$270K
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
353+ 0.78% |
$19.6K - $20.3K
|
45.6K
$2.68M
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
350+ 7.55% |
$19.4K - $20.1K
|
4.99K
$293K
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
341+ 0.57% |
$18.9K - $19.6K
|
59.7K
$3.51M
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
331+ 1.75% |
$18.4K - $19K
|
19.3K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
324+ 2.23% |
$18K - $18.6K
|
14.9K
$875K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
311+ 0.76% |
$17.2K - $17.8K
|
41K
$2.41M
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
300+ 1.98% |
$16.6K - $17.2K
|
15.5K
$911K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
293+ 7.38% |
$16.2K - $16.8K
|
4.26K
$251K
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
291+ 0.64% |
$16.1K - $16.7K
|
45.5K
$2.68M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$13.9K - $14.3K
|
250
$14.7K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
224+ 2240.0% |
$12.4K - $12.9K
|
234
$13.8K
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
200+ 5.32% |
$11.1K - $11.5K
|
3.96K
$233K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
200+ 2.23% |
$11.1K - $11.5K
|
9.15K
$538K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
194+ 1.05% |
$10.8K - $11.1K
|
18.6K
$1.1M
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
190+ 3.69% |
$10.5K - $10.9K
|
5.34K
$314K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
188+ 2.85% |
$10.4K - $10.8K
|
6.77K
$399K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
178+ 1.84% |
$9.87K - $10.2K
|
9.87K
$580K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
171+ 3.56% |
$9.48K - $9.81K
|
4.98K
$293K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
159+ 157.43% |
$8.82K - $9.13K
|
260
$15.3K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
157+ 1.79% |
$8.71K - $9.01K
|
8.95K
$526K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 0.88% |
$8.32K - $8.61K
|
17.1K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
148+ 0.9% |
$8.21K - $8.49K
|
16.5K
$972K
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
147+ 0.47% |
$8.15K - $8.44K
|
31.4K
$1.84M
|