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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.9KNew |
$3.39M - $3.58M
|
61.9K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
34.2K+ 16.27% |
$1.87M - $1.98M
|
245K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
27.5KNew |
$1.5M - $1.59M
|
27.5K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$1.41M - $1.49M
|
25.8K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25K+ 14.28% |
$1.37M - $1.45M
|
200K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
18K+ 20.75% |
$985K - $1.04M
|
105K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 7.32% |
$852K - $901K
|
228K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
15.4K+ 13.15% |
$842K - $890K
|
132K
$7.81M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5KNew |
$686K - $725K
|
12.5K
$738K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
9K+ 68.7% |
$493K - $521K
|
22.1K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.17KNew |
$447K - $473K
|
8.17K
$482K
|
|
|
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
$442K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
5.22KNew |
$286K - $302K
|
5.22K
$308K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.27KNew |
$234K - $247K
|
4.27K
$252K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4KNew |
$219K - $231K
|
4K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$216K - $229K
|
3.95K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.58KNew |
$196K - $207K
|
3.58K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$194K - $205K
|
3.54K
$209K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$193K - $204K
|
3.52K
$208K
|
|
|
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
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 2.51% |
$128K - $136K
|
95.9K
$5.65M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.28K+ 32.7% |
$125K - $132K
|
9.23K
$544K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$109K - $115K
|
2K
$118K
|
|
|
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
$784K
|
|
|
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
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 18.75% |
$72.2K - $76.3K
|
8.35K
$492K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$60.2K - $63.6K
|
1.1K
$64.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.09KNew |
$59.7K - $63.1K
|
1.09K
$64.3K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.08K+ 9.1% |
$59.1K - $62.4K
|
12.9K
$762K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
998+ 10.1% |
$54.6K - $57.7K
|
10.9K
$642K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
930+ 29.01% |
$50.9K - $53.8K
|
4.14K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
825New |
$45.2K - $47.7K
|
825
$48.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
785+ 6.07% |
$43K - $45.4K
|
13.7K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
351+ 6.94% |
$19.2K - $20.3K
|
5.41K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
320+ 83.12% |
$17.5K - $18.5K
|
705
$41.6K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
271New |
$14.8K - $15.7K
|
271
$16K
|
|
|
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
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$11K - $11.6K
|
200
$11.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
BUY
|
- |
200+ 4.04% |
$11K - $11.6K
|
5.15K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
133New |
$7.28K - $7.7K
|
133
$7.84K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
131+ 4.4% |
$7.17K - $7.58K
|
3.11K
$183K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
42New |
$2.3K - $2.43K
|
42
$2.48K
|