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 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
204New |
$11K - $11.3K
|
204
$12K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
146New |
$7.86K - $8.09K
|
146
$8.59K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
144New |
$7.75K - $7.98K
|
144
$8.47K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
140New |
$7.54K - $7.76K
|
140
$8.24K
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
125+ 2.28% |
$6.73K - $6.93K
|
5.61K
$330K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
98+ 2.48% |
$5.28K - $5.43K
|
4.05K
$238K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
55+ 0.91% |
$2.96K - $3.05K
|
6.11K
$359K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35+ 194.44% |
$1.88K - $1.94K
|
53
$3.12K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.27% |
$269 - $277
|
1.82K
$107K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 2.56% |
$108 - $111
|
80
$4.71K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.32MNew |
$173M - $185M
|
3.32M
$195M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.5K+ 126.03% |
$2.48M - $2.65M
|
85.2K
$5.01M
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
42K+ 103.7% |
$2.19M - $2.34M
|
82.4K
$4.85M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
21.4K+ 301.93% |
$1.12M - $1.19M
|
28.5K
$1.68M
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.5K+ 32.1% |
$705K - $753K
|
55.6K
$3.27M
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.2KNew |
$636K - $680K
|
12.2K
$718K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.36KNew |
$436K - $465K
|
8.36K
$492K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.05KNew |
$367K - $392K
|
7.05K
$414K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.78K+ 43.12% |
$354K - $378K
|
22.5K
$1.32M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.5K+ 33.33% |
$339K - $362K
|
26K
$1.53M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.45KNew |
$336K - $359K
|
6.45K
$379K
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.75KNew |
$300K - $320K
|
5.75K
$338K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.75K+ 27.78% |
$300K - $320K
|
26.4K
$1.56M
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
5.63KNew |
$293K - $313K
|
5.63K
$331K
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.34KNew |
$278K - $297K
|
5.34K
$314K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.55KNew |
$237K - $254K
|
4.55K
$268K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.25KNew |
$222K - $237K
|
4.25K
$250K
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.8KNew |
$198K - $212K
|
3.8K
$224K
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.73KNew |
$194K - $207K
|
3.73K
$219K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 44.93% |
$141K - $150K
|
8.71K
$512K
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.6K+ 24.98% |
$136K - $145K
|
13K
$765K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.98KNew |
$103K - $110K
|
1.98K
$116K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.6KNew |
$83.4K - $89.1K
|
1.6K
$94.1K
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.14KNew |
$59.2K - $63.2K
|
1.14K
$66.8K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.06KNew |
$55.1K - $58.9K
|
1.06K
$62.2K
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.05K+ 10.61% |
$54.7K - $58.5K
|
11K
$644K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$52.1K - $55.7K
|
1K
$58.8K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
622New |
$32.4K - $34.6K
|
622
$36.6K
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
570New |
$29.7K - $31.7K
|
570
$33.5K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
455New |
$23.7K - $25.3K
|
455
$26.8K
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
200New |
$10.4K - $11.1K
|
200
$11.8K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
200+ 2.72% |
$10.4K - $11.1K
|
7.54K
$444K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
186New |
$9.7K - $10.4K
|
186
$10.9K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
177New |
$9.23K - $9.86K
|
177
$10.4K
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
175+ 3.07% |
$9.12K - $9.75K
|
5.88K
$346K
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
117+ 1.74% |
$6.1K - $6.52K
|
6.85K
$403K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
77New |
$4.01K - $4.29K
|
77
$4.53K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13New |
$678 - $724
|
13
$765
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 44.44% |
$209 - $223
|
13
$765
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
259K+ 1736.59% |
$13.2M - $14.7M
|
273K
$16.1M
|