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 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 4.87% |
$122K - $126K
|
47.3K
$2.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
2.16K+ 0.46% |
$120K - $124K
|
472K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.1KNew |
$116K - $120K
|
2.1K
$125K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 293.03% |
$107K - $111K
|
2.59K
$155K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.93K+ 3.78% |
$107K - $111K
|
53.1K
$3.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.84K+ 41.25% |
$102K - $106K
|
6.3K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.77K+ 4.38% |
$98K - $101K
|
42.1K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.69K+ 20.79% |
$93.7K - $96.9K
|
9.81K
$585K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.67K+ 6.15% |
$92.7K - $95.9K
|
28.9K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.66K+ 32.46% |
$92.2K - $95.4K
|
6.79K
$404K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.66K+ 3.71% |
$91.9K - $95.2K
|
46.4K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.6K+ 1.34% |
$88.9K - $92.1K
|
122K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 42.07% |
$88.1K - $91.1K
|
5.36K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.49K+ 0.29% |
$82.8K - $85.7K
|
515K
$30.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.43K+ 23.1% |
$79.3K - $82.1K
|
7.63K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.37K+ 13.66% |
$76.2K - $78.9K
|
11.4K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.35KNew |
$74.9K - $77.5K
|
1.35K
$80.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 3.32% |
$73.9K - $76.4K
|
41.4K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.31K+ 7.3% |
$72.4K - $74.9K
|
19.2K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.22K+ 3.89% |
$67.8K - $70.1K
|
32.6K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.14K+ 117.04% |
$63.2K - $65.4K
|
2.11K
$126K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.03K+ 2.2% |
$57.2K - $59.2K
|
48K
$2.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01K+ 28.59% |
$55.9K - $57.9K
|
4.54K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.01K+ 1.61% |
$55.8K - $57.7K
|
63.6K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
950New |
$52.7K - $54.5K
|
950
$56.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
878+ 4.98% |
$48.7K - $50.4K
|
18.5K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
852+ 1.5% |
$47.2K - $48.9K
|
57.8K
$3.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
851+ 19.87% |
$47.2K - $48.8K
|
5.13K
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
801+ 16.02% |
$44.4K - $46K
|
5.8K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
797+ 9.99% |
$44.2K - $45.7K
|
8.78K
$523K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
738+ 12.31% |
$40.9K - $42.4K
|
6.74K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
734+ 0.48% |
$40.7K - $42.1K
|
153K
$9.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
689+ 8.35% |
$38.2K - $39.5K
|
8.94K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
684+ 3.84% |
$37.9K - $39.3K
|
18.5K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
666+ 9.33% |
$36.9K - $38.2K
|
7.81K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
605+ 8.45% |
$33.5K - $34.7K
|
7.76K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
602+ 3.21% |
$33.4K - $34.5K
|
19.4K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
573+ 1.76% |
$31.8K - $32.9K
|
33.1K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
567+ 2.2% |
$31.4K - $32.5K
|
26.4K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
555New |
$30.8K - $31.9K
|
555
$33.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
541New |
$30K - $31K
|
541
$32.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
539+ 3.72% |
$29.9K - $30.9K
|
15K
$896K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$27.7K - $28.7K
|
500
$29.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
489New |
$27.1K - $28.1K
|
489
$29.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
450+ 9.22% |
$25K - $25.8K
|
5.33K
$318K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
438+ 2.37% |
$24.3K - $25.1K
|
18.9K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
432+ 0.41% |
$24K - $24.8K
|
106K
$6.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
407New |
$22.6K - $23.4K
|
407
$24.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
394New |
$21.8K - $22.6K
|
394
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
369+ 0.68% |
$20.5K - $21.2K
|
54.9K
$3.27M
|