Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
950
New
$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
 -
555
New
$30.8K - $31.9K
555 $31.8K
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
500
New
$27.7K - $28.7K
500 $28.6K
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
489
New
$27.1K - $28.1K
489 $28K
Jul 30, 2024 Q2 2024
Morton Brown Family Wealth, LLC

BUY
 -
407
New
$22.6K - $23.4K
407 $23.3K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
394
New
$21.8K - $22.6K
394 $22.6K
Jul 31, 2024 Q2 2024
Opus Capital Group, LLC

BUY
 -
331
+ 1.75%
$18.4K - $19K
19.3K $1.1M
Jul 09, 2024 Q2 2024
Arden Trust CO

BUY
 -
293
+ 7.38%
$16.2K - $16.8K
4.26K $244K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
224
+ 2240.0%
$12.4K - $12.9K
234 $13.4K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
139
New
$7.71K - $7.98K
139 $7.96K
Jul 10, 2024 Q2 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
138
+ 22.62%
$7.65K - $7.92K
748 $42.8K
Aug 13, 2024 Q2 2024
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
125
+ 10.37%
$6.93K - $7.17K
1.33K $76.2K
Aug 01, 2024 Q2 2024
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
125
+ 1.53%
$6.93K - $7.17K
8.31K $476K
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
75
New
$4.16K - $4.3K
75 $4.3K
Jul 12, 2024 Q2 2024
Keystone Wealth Services, LLC

BUY
 -
69
+ 1.56%
$3.83K - $3.96K
4.48K $257K
Jul 18, 2024 Q2 2024
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
67
+ 1.84%
$3.72K - $3.85K
3.71K $213K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
60
New
$3.33K - $3.44K
60 $3.44K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
59
+ 1.37%
$3.27K - $3.39K
4.35K $249K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
32
New
$1.77K - $1.84K
32 $1.83K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
20
New
$1.11K - $1.15K
20 $1.15K
Jul 15, 2024 Q2 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
20
+ 66.67%
$1.11K - $1.15K
50 $2.86K
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
10
New
$555 - $574
10 $573
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
2
New
$111 - $115
2 $115
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
2
New
$111 - $115
2 $115
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1
+ 20.0%
$55.5 - $57.4
6 $344
Q1 2024
Apr 17, 2024 Q1 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
353K
+ 135.15%
$19.3M - $20.4M
615K $35.2M
May 13, 2024 Q1 2024
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
311K
+ 605.6%
$17M - $18M
362K $20.7M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
212K
New
$11.6M - $12.3M
212K $12.1M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
189K
+ 20.49%
$10.3M - $10.9M
1.11M $63.5M
Apr 26, 2024 Q1 2024
Bricktown Capital, LLC

Detroit, MI
BUY
 -
122K
+ 33.98%
$6.66M - $7.04M
480K $27.5M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
66.4K
+ 3.21%
$3.64M - $3.84M
2.14M $122M
May 14, 2024 Q1 2024
Accuvest Global Advisors

Provo, UT
BUY
 -
61.9K
New
$3.39M - $3.58M
61.9K $3.55M
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
34.2K
+ 16.27%
$1.87M - $1.98M
245K $14M
May 14, 2024 Q1 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
27.5K
New
$1.5M - $1.59M
27.5K $1.57M
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
25.8K
New
$1.41M - $1.49M
25.8K $1.47M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
25K
+ 14.28%
$1.37M - $1.45M
200K $11.5M
Apr 30, 2024 Q1 2024
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
18K
+ 20.75%
$985K - $1.04M
105K $5.99M
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
15.6K
+ 7.32%
$852K - $901K
228K $13.1M
May 06, 2024 Q1 2024
Howard Capital Management Inc.

BUY
 -
15.4K
+ 13.15%
$842K - $890K
132K $7.58M
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
12.5K
New
$686K - $725K
12.5K $717K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 PUT
9K
+ 68.7%
$493K - $521K
22.1K $1.27M
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
8.17K
New
$447K - $473K
8.17K $468K
May 10, 2024 Q1 2024
Spears Abacus Advisors LLC

BUY
 -
7.5K
New
$411K - $434K
7.5K $430K
Apr 11, 2024 Q1 2024
Capital Cs Group, LLC

BUY
 -
5.22K
New
$286K - $302K
5.22K $299K
May 07, 2024 Q1 2024
M&T Bank Corp

BUY
 -
4.27K
New
$234K - $247K
4.27K $245K
Apr 01, 2024 Q1 2024
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
4K
New
$219K - $231K
4K $229K
May 09, 2024 Q1 2024
Baker Tilly Wealth Management, LLC

BUY
 -
3.95K
New
$216K - $229K
3.95K $226K

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