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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$60.2K - $63.6K
|
1.1K
$62.5K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.09KNew |
$59.7K - $63.1K
|
1.09K
$62K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.08K+ 9.1% |
$59.1K - $62.4K
|
12.9K
$734K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
998+ 10.1% |
$54.6K - $57.7K
|
10.9K
$618K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
930+ 29.01% |
$50.9K - $53.8K
|
4.14K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
825New |
$45.2K - $47.7K
|
825
$46.9K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
785+ 6.07% |
$43K - $45.4K
|
13.7K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
351+ 6.94% |
$19.2K - $20.3K
|
5.41K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
320+ 83.12% |
$17.5K - $18.5K
|
705
$40K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
271New |
$14.8K - $15.7K
|
271
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
221+ 9.62% |
$12.1K - $12.8K
|
2.52K
$143K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$11K - $11.6K
|
200
$11.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
BUY
|
- |
200+ 4.04% |
$11K - $11.6K
|
5.15K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
133New |
$7.28K - $7.7K
|
133
$7.55K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
105+ 18.75% |
$5.75K - $6.08K
|
665
$37.8K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
33New |
$1.81K - $1.91K
|
33
$1.87K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33New |
$1.81K - $1.91K
|
33
$1.87K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
30New |
$1.64K - $1.74K
|
30
$1.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 0.58% |
$493 - $521
|
1.57K
$89.2K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.03% |
$219 - $231
|
11.9K
$676K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 2.7% |
$54.8 - $57.9
|
38
$2.16K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.71M - $2.91M
|
52.5K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
41.6KNew |
$2.14M - $2.3M
|
41.6K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
28.2KNew |
$1.45M - $1.56M
|
28.2K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
27.5KNew |
$1.42M - $1.52M
|
27.5K
$1.56M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
22.8KNew |
$1.17M - $1.26M
|
22.8K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14KNew |
$719K - $773K
|
14K
$793K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.81KNew |
$402K - $432K
|
7.81K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.04KNew |
$363K - $390K
|
7.04K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.3K+ 8.4% |
$325K - $349K
|
81.3K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.37KNew |
$277K - $297K
|
5.37K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.18KNew |
$267K - $286K
|
5.18K
$294K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.75K+ 34.55% |
$245K - $263K
|
18.5K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71KNew |
$243K - $261K
|
4.71K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
4.41KNew |
$227K - $244K
|
4.41K
$251K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.08KNew |
$210K - $226K
|
4.08K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.79KNew |
$195K - $209K
|
3.79K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 30.22% |
$193K - $207K
|
16.1K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
3K+ 7.66% |
$155K - $166K
|
42.2K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2KNew |
$103K - $111K
|
2K
$114K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.81KNew |
$93K - $99.9K
|
1.81K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.31KNew |
$67.4K - $72.4K
|
1.31K
$74.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.16KNew |
$59.5K - $63.9K
|
1.16K
$65.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.15KNew |
$59K - $63.4K
|
1.15K
$65K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11KNew |
$57.1K - $61.3K
|
1.11K
$62.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03KNew |
$52.9K - $56.8K
|
1.03K
$58.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$51.5K - $55.3K
|
1K
$56.8K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
861New |
$44.4K - $47.6K
|
861
$48.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
662+ 2.1% |
$34.1K - $36.6K
|
32.2K
$1.83M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
492New |
$25.3K - $27.2K
|
492
$27.9K
|
|