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 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.4KNew |
$297K - $321K
|
5.4K
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
5.11KNew |
$281K - $304K
|
5.11K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.43KNew |
$244K - $264K
|
4.43K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.17KNew |
$229K - $248K
|
4.17K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$226K - $245K
|
4.11K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.09K+ 3.38% |
$225K - $243K
|
125K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.46KNew |
$190K - $206K
|
3.46K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.44K+ 5.97% |
$189K - $204K
|
61K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.41KNew |
$187K - $203K
|
3.41K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2KNew |
$110K - $119K
|
2K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
625New |
$34.4K - $37.2K
|
625
$35.8K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
573New |
$31.5K - $34.1K
|
573
$32.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500+ 7.64% |
$27.5K - $29.8K
|
7.04K
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
445+ 4.32% |
$24.5K - $26.5K
|
10.8K
$616K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
400New |
$22K - $23.8K
|
400
$22.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
361New |
$19.8K - $21.5K
|
361
$20.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
348+ 2.32% |
$19.1K - $20.7K
|
15.4K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$17.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 23.18% |
$16.5K - $17.9K
|
1.59K
$91.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
255+ 48.02% |
$14K - $15.2K
|
786
$45K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
91New |
$5K - $5.42K
|
91
$5.21K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
89New |
$4.89K - $5.3K
|
89
$5.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
15+ 6.67% |
$825 - $893
|
240
$13.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
132KNew |
$7.34M - $7.59M
|
132K
$7.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$2.06M - $2.13M
|
37.1K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.4K+ 28.92% |
$909K - $941K
|
73K
$4.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
14.5K+ 26.04% |
$803K - $831K
|
70.1K
$4.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.6K+ 3.63% |
$700K - $725K
|
360K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.87K+ 246.85% |
$548K - $567K
|
13.9K
$794K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.7K+ 13.63% |
$538K - $557K
|
80.9K
$4.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.08KNew |
$448K - $464K
|
8.08K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$409K - $423K
|
7.38K
$422K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.62KNew |
$367K - $380K
|
6.62K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.7KNew |
$316K - $327K
|
5.7K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.3K+ 14.57% |
$294K - $304K
|
41.7K
$2.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.1KNew |
$283K - $293K
|
5.1K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.96KNew |
$220K - $227K
|
3.96K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.96KNew |
$220K - $227K
|
3.96K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.67KNew |
$204K - $211K
|
3.67K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.67KNew |
$203K - $210K
|
3.67K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33KNew |
$129K - $134K
|
2.33K
$133K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 293.03% |
$107K - $111K
|
2.59K
$149K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.93K+ 3.78% |
$107K - $111K
|
53.1K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.35KNew |
$74.9K - $77.5K
|
1.35K
$77.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
950New |
$52.7K - $54.5K
|
950
$54.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
801+ 16.02% |
$44.4K - $46K
|
5.8K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
666+ 9.33% |
$36.9K - $38.2K
|
7.81K
$447K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
555New |
$30.8K - $31.9K
|
555
$31.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$27.7K - $28.7K
|
500
$28.6K
|
|