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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
7.66K+ 18.58% |
$419K - $443K
|
48.9K
$2.88M
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.5KNew |
$411K - $434K
|
7.5K
$441K
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.59K+ 1.5% |
$361K - $381K
|
447K
$26.3M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.71K+ 64.74% |
$312K - $330K
|
14.5K
$854K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.42K+ 8.08% |
$296K - $313K
|
72.4K
$4.26M
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.26K+ 12.98% |
$288K - $304K
|
45.7K
$2.69M
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
5.22KNew |
$286K - $302K
|
5.22K
$307K
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.62KNew |
$253K - $267K
|
4.62K
$272K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.27KNew |
$234K - $247K
|
4.27K
$251K
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4KNew |
$219K - $231K
|
4K
$235K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$216K - $229K
|
3.95K
$232K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.78KNew |
$207K - $219K
|
3.78K
$222K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.58KNew |
$196K - $207K
|
3.58K
$210K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$194K - $205K
|
3.54K
$208K
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$193K - $204K
|
3.52K
$207K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$192K - $203K
|
3.5K
$206K
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$191K - $202K
|
3.5K
$206K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.8KNew |
$153K - $162K
|
2.8K
$165K
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.69KNew |
$147K - $156K
|
2.69K
$158K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.66K+ 1.73% |
$146K - $154K
|
156K
$9.18M
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 2.51% |
$128K - $136K
|
95.9K
$5.64M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.28K+ 32.7% |
$125K - $132K
|
9.23K
$543K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$109K - $115K
|
2K
$117K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.97K+ 79.88% |
$108K - $114K
|
4.43K
$261K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.9KNew |
$104K - $110K
|
1.9K
$112K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.9K+ 5.45% |
$104K - $110K
|
36.7K
$2.16M
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.66K+ 14.27% |
$90.9K - $96K
|
13.3K
$782K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 376.79% |
$83.5K - $88.3K
|
1.93K
$114K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 150.0% |
$82.1K - $86.8K
|
2.5K
$147K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 22.43% |
$81.1K - $85.7K
|
8.09K
$476K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 18.75% |
$72.2K - $76.3K
|
8.35K
$491K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$60.2K - $63.6K
|
1.1K
$64.7K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.09KNew |
$59.7K - $63.1K
|
1.09K
$64.2K
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.08K+ 9.1% |
$59.1K - $62.4K
|
12.9K
$761K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 20.51% |
$54.8K - $57.9K
|
5.88K
$346K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
998+ 10.1% |
$54.6K - $57.7K
|
10.9K
$640K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
994+ 331.33% |
$54.4K - $57.5K
|
1.29K
$76.1K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
930+ 29.01% |
$50.9K - $53.8K
|
4.14K
$243K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
825New |
$45.2K - $47.7K
|
825
$48.5K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
785+ 6.07% |
$43K - $45.4K
|
13.7K
$807K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
784+ 1.01% |
$42.9K - $45.4K
|
78.2K
$4.6M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
510+ 3.46% |
$27.9K - $29.5K
|
15.3K
$898K
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
505+ 1.33% |
$27.6K - $29.2K
|
38.5K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
351+ 6.94% |
$19.2K - $20.3K
|
5.41K
$318K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
350+ 0.86% |
$19.2K - $20.3K
|
41.1K
$2.42M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
320+ 83.12% |
$17.5K - $18.5K
|
705
$41.5K
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
307+ 7.48% |
$16.8K - $17.8K
|
4.41K
$260K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
271New |
$14.8K - $15.7K
|
271
$15.9K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
221+ 9.62% |
$12.1K - $12.8K
|
2.52K
$148K
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 5.67% |
$11K - $11.6K
|
3.73K
$219K
|