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 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
$445K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
186New |
$9.7K - $10.4K
|
186
$11K
|
|
|
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
$347K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
117+ 1.74% |
$6.1K - $6.52K
|
6.85K
$404K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
77New |
$4.01K - $4.29K
|
77
$4.54K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13New |
$678 - $724
|
13
$767
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 44.44% |
$209 - $223
|
13
$767
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
259K+ 1736.59% |
$13.2M - $14.7M
|
273K
$16.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
98.9KNew |
$5.03M - $5.62M
|
98.9K
$5.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70.1KNew |
$3.57M - $3.98M
|
70.1K
$4.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
52.8KNew |
$2.69M - $3M
|
52.8K
$3.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
47KNew |
$2.39M - $2.67M
|
47K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.7KNew |
$1.51M - $1.69M
|
29.7K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.6K+ 7.63% |
$948K - $1.06M
|
263K
$15.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$590K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$590K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$337K - $376K
|
6.62K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.53KNew |
$281K - $314K
|
5.53K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.01KNew |
$255K - $284K
|
5.01K
$295K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
4.98KNew |
$253K - $283K
|
4.98K
$294K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.47KNew |
$228K - $254K
|
4.47K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.41KNew |
$224K - $250K
|
4.41K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
3.81KNew |
$194K - $216K
|
3.81K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.91K+ 58.22% |
$148K - $165K
|
7.91K
$467K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.72K+ 3.5% |
$87.4K - $97.5K
|
50.9K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.4K+ 26.9% |
$71.2K - $79.5K
|
6.61K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$61.4K - $68.5K
|
2.41K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1K+ 22.22% |
$50.9K - $56.8K
|
5.5K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$25.3K - $28.3K
|
498
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
418+ 2.17% |
$21.3K - $23.7K
|
19.7K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
322+ 59.41% |
$16.4K - $18.3K
|
864
$51K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
268New |
$13.6K - $15.2K
|
268
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173New |
$8.8K - $9.82K
|
173
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
153+ 66.81% |
$7.78K - $8.69K
|
382
$22.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$2.54K - $2.84K
|
50
$2.95K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.42K - $1.59K
|
28
$1.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
40.6K+ 44.0% |
$2.08M - $2.35M
|
133K
$7.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
23.2KNew |
$1.19M - $1.34M
|
23.2K
$1.37M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5.8KNew |
$297K - $335K
|
5.8K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.68KNew |
$240K - $271K
|
4.68K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.35KNew |
$223K - $252K
|
4.35K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.03KNew |
$207K - $233K
|
4.03K
$238K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.99KNew |
$204K - $231K
|
3.99K
$235K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.1K+ 15.52% |
$159K - $179K
|
23.1K
$1.36M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.85K+ 45.64% |
$146K - $165K
|
9.09K
$536K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
472+ 39.07% |
$24.2K - $27.3K
|
1.68K
$99.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
337+ 6.78% |
$17.3K - $19.5K
|
5.31K
$313K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
150+ 1.4% |
$7.68K - $8.67K
|
10.9K
$641K
|
|