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 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
293+ 7.38% |
$16.2K - $16.8K
|
4.26K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$13.9K - $14.3K
|
250
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139New |
$7.71K - $7.98K
|
139
$7.89K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
138+ 22.62% |
$7.65K - $7.92K
|
748
$42.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
125+ 10.37% |
$6.93K - $7.17K
|
1.33K
$75.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
125+ 1.53% |
$6.93K - $7.17K
|
8.31K
$472K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75New |
$4.16K - $4.3K
|
75
$4.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
69+ 1.56% |
$3.83K - $3.96K
|
4.48K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
67+ 1.84% |
$3.72K - $3.85K
|
3.71K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
60New |
$3.33K - $3.44K
|
60
$3.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
59+ 1.37% |
$3.27K - $3.39K
|
4.35K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$1.77K - $1.84K
|
32
$1.82K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
20New |
$1.11K - $1.15K
|
20
$1.14K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20+ 66.67% |
$1.11K - $1.15K
|
50
$2.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$555 - $574
|
10
$568
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$111 - $115
|
2
$114
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2New |
$111 - $115
|
2
$114
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
353K+ 135.15% |
$19.3M - $20.4M
|
615K
$34.9M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
311K+ 605.6% |
$17M - $18M
|
362K
$20.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
212KNew |
$11.6M - $12.3M
|
212K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
189K+ 20.49% |
$10.3M - $10.9M
|
1.11M
$63M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
122K+ 33.98% |
$6.66M - $7.04M
|
480K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
66.4K+ 3.21% |
$3.64M - $3.84M
|
2.14M
$121M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.9KNew |
$3.39M - $3.58M
|
61.9K
$3.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
34.2K+ 16.27% |
$1.87M - $1.98M
|
245K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
27.5KNew |
$1.5M - $1.59M
|
27.5K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$1.41M - $1.49M
|
25.8K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25K+ 14.28% |
$1.37M - $1.45M
|
200K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
18K+ 20.75% |
$985K - $1.04M
|
105K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 7.32% |
$852K - $901K
|
228K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
15.4K+ 13.15% |
$842K - $890K
|
132K
$7.52M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5KNew |
$686K - $725K
|
12.5K
$711K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
9K+ 68.7% |
$493K - $521K
|
22.1K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.17KNew |
$447K - $473K
|
8.17K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.5KNew |
$411K - $434K
|
7.5K
$426K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
5.22KNew |
$286K - $302K
|
5.22K
$296K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4KNew |
$219K - $231K
|
4K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$216K - $229K
|
3.95K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$194K - $205K
|
3.54K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$193K - $204K
|
3.52K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$192K - $203K
|
3.5K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$191K - $202K
|
3.5K
$198K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.8KNew |
$153K - $162K
|
2.8K
$159K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.69KNew |
$147K - $156K
|
2.69K
$153K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.28K+ 32.7% |
$125K - $132K
|
9.23K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$109K - $115K
|
2K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.9K+ 5.45% |
$104K - $110K
|
36.7K
$2.08M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 150.0% |
$82.1K - $86.8K
|
2.5K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 22.43% |
$81.1K - $85.7K
|
8.09K
$459K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 18.75% |
$72.2K - $76.3K
|
8.35K
$474K
|
|