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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
403New |
$20.8K - $22.3K
|
403
$22.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.6K - $22.1K
|
400
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
350New |
$18K - $19.4K
|
350
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
295+ 536.36% |
$15.2K - $16.3K
|
350
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
200New |
$10.3K - $11.1K
|
200
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
150New |
$7.73K - $8.3K
|
150
$8.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$5.25K - $5.64K
|
102
$5.79K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
80New |
$4.12K - $4.43K
|
80
$4.54K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$2.88K - $3.1K
|
56
$3.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$1.03K - $1.11K
|
20
$1.14K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$464 - $498
|
9
$511
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
52.4KNew |
$2.8M - $2.93M
|
52.4K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 40.11% |
$1.17M - $1.22M
|
76.4K
$4.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
17.6KNew |
$944K - $987K
|
17.6K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13KNew |
$696K - $727K
|
13K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
CALL |
12.7KNew |
$679K - $710K
|
12.7K
$721K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$661K - $690K
|
12.3K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.83KNew |
$526K - $550K
|
9.83K
$558K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
9.69KNew |
$518K - $542K
|
9.69K
$550K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.09K+ 2.9% |
$433K - $452K
|
287K
$16.3M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.33K+ 34.94% |
$339K - $354K
|
24.4K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.19KNew |
$331K - $346K
|
6.19K
$352K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.73KNew |
$306K - $320K
|
5.73K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.81KNew |
$257K - $269K
|
4.81K
$273K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.39K+ 3.14% |
$235K - $245K
|
144K
$8.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.1K+ 9.94% |
$219K - $229K
|
45.4K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.8KNew |
$203K - $213K
|
3.8K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3.34K+ 3.75% |
$179K - $187K
|
92.5K
$5.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.64K+ 27.5% |
$141K - $148K
|
12.3K
$696K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.34K+ 56.54% |
$125K - $131K
|
6.48K
$368K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$53.5K - $55.9K
|
1K
$56.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
670+ 8375.0% |
$35.8K - $37.5K
|
678
$38.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
331+ 7.48% |
$17.7K - $18.5K
|
4.76K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324New |
$17.3K - $18.1K
|
324
$18.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$14.7K - $15.4K
|
275
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
269New |
$14.4K - $15K
|
269
$15.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 29.62% |
$13.4K - $14K
|
1.09K
$62.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206New |
$11K - $11.5K
|
206
$11.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31+ 0.17% |
$1.66K - $1.73K
|
17.8K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
10+ 0.1% |
$535 - $559
|
10.2K
$579K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22.6K+ 6.8% |
$1.21M - $1.25M
|
354K
$20.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.4K+ 1.35% |
$1.04M - $1.07M
|
1.45M
$82.5M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13.8K+ 12.12% |
$742K - $763K
|
127K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
13KNew |
$700K - $720K
|
13K
$738K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$539K - $554K
|
10K
$568K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
7.5KNew |
$404K - $416K
|
7.5K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.46KNew |
$402K - $413K
|
7.46K
$424K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6KNew |
$323K - $332K
|
6K
$341K
|
|