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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
856+ 2.49% |
$47.1K - $50.9K
|
35.2K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
852+ 16.67% |
$46.8K - $50.7K
|
5.96K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
762+ 50.8% |
$41.9K - $45.3K
|
2.26K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
695+ 18.91% |
$38.2K - $41.4K
|
4.37K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
625New |
$34.4K - $37.2K
|
625
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
605New |
$33.3K - $36K
|
605
$35.6K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
596+ 5.58% |
$32.8K - $35.5K
|
11.3K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
567+ 20.59% |
$31.2K - $33.7K
|
3.32K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
535+ 2.53% |
$29.4K - $31.8K
|
21.7K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
524+ 2.5% |
$28.8K - $31.2K
|
21.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
504+ 2.12% |
$27.7K - $30K
|
24.3K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500+ 7.64% |
$27.5K - $29.8K
|
7.04K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
499+ 60.85% |
$27.4K - $29.7K
|
1.32K
$77.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
458+ 2.58% |
$25.2K - $27.3K
|
18.2K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
445+ 4.32% |
$24.5K - $26.5K
|
10.8K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
404+ 2.09% |
$22.2K - $24K
|
19.8K
$1.16M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
402+ 9.7% |
$22.1K - $23.9K
|
4.55K
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
400New |
$22K - $23.8K
|
400
$23.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
375+ 18750.0% |
$20.6K - $22.3K
|
377
$22.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
362+ 131.16% |
$19.9K - $21.5K
|
638
$37.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
361New |
$19.8K - $21.5K
|
361
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
352+ 2.73% |
$19.4K - $20.9K
|
13.3K
$779K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
349+ 0.76% |
$19.2K - $20.8K
|
46.5K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
348+ 2.32% |
$19.1K - $20.7K
|
15.4K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$17.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 23.18% |
$16.5K - $17.9K
|
1.59K
$93.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
270+ 6.15% |
$14.8K - $16.1K
|
4.66K
$274K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
270+ 0.93% |
$14.8K - $16.1K
|
29.2K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
255+ 48.02% |
$14K - $15.2K
|
786
$46.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
231+ 1443.75% |
$12.7K - $13.7K
|
247
$14.5K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
229+ 5.69% |
$12.6K - $13.6K
|
4.26K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
200+ 2.08% |
$11K - $11.9K
|
9.8K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
190+ 0.57% |
$10.4K - $11.3K
|
33.3K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
179+ 1.81% |
$9.84K - $10.7K
|
10K
$590K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
165+ 2.21% |
$9.07K - $9.82K
|
7.62K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
157New |
$8.63K - $9.34K
|
157
$9.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
150+ 3.57% |
$8.25K - $8.93K
|
4.35K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
148+ 0.9% |
$8.14K - $8.81K
|
16.7K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
141+ 1.89% |
$7.75K - $8.39K
|
7.59K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
116+ 1.18% |
$6.38K - $6.9K
|
9.92K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 1.81% |
$6.05K - $6.55K
|
6.19K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
108+ 1.1% |
$5.94K - $6.43K
|
9.92K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 0.11% |
$5.88K - $6.37K
|
101K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
91New |
$5K - $5.42K
|
91
$5.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
89New |
$4.89K - $5.3K
|
89
$5.23K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
86+ 1.3% |
$4.73K - $5.12K
|
6.69K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
81+ 1.79% |
$4.45K - $4.82K
|
4.6K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 0.43% |
$4.34K - $4.7K
|
18.6K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
56+ 1.34% |
$3.08K - $3.33K
|
4.25K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
50+ 0.29% |
$2.75K - $2.98K
|
17.2K
$1.01M
|