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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$61.4K - $68.5K
|
2.41K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1K+ 22.22% |
$50.9K - $56.8K
|
5.5K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$25.3K - $28.3K
|
498
$29.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
418+ 2.17% |
$21.3K - $23.7K
|
19.7K
$1.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
322+ 59.41% |
$16.4K - $18.3K
|
864
$51.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
268New |
$13.6K - $15.2K
|
268
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173New |
$8.8K - $9.82K
|
173
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
153+ 66.81% |
$7.78K - $8.69K
|
382
$22.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.42K - $1.59K
|
28
$1.66K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
40.6K+ 44.0% |
$2.08M - $2.35M
|
133K
$7.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
23.2KNew |
$1.19M - $1.34M
|
23.2K
$1.38M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5.8KNew |
$297K - $335K
|
5.8K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.68KNew |
$240K - $271K
|
4.68K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.35KNew |
$223K - $252K
|
4.35K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.03KNew |
$207K - $233K
|
4.03K
$239K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.99KNew |
$204K - $231K
|
3.99K
$237K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.1K+ 15.52% |
$159K - $179K
|
23.1K
$1.37M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.85K+ 45.64% |
$146K - $165K
|
9.09K
$540K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
472+ 39.07% |
$24.2K - $27.3K
|
1.68K
$99.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
337+ 6.78% |
$17.3K - $19.5K
|
5.31K
$315K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
150+ 1.4% |
$7.68K - $8.67K
|
10.9K
$646K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 21.74% |
$2.56K - $2.89K
|
280
$16.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
4+ 0.23% |
$205 - $231
|
1.75K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 5.0% |
$51.2 - $57.8
|
21
$1.25K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$15.9M - $18.7M
|
300K
$17.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
19.1K+ 22.84% |
$1.01M - $1.19M
|
103K
$6.09M
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.63KNew |
$456K - $537K
|
8.63K
$512K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$370K - $436K
|
7K
$416K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.8KNew |
$95K - $112K
|
1.8K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.05KNew |
$55.5K - $65.3K
|
1.05K
$62.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
500New |
$26.4K - $31.1K
|
500
$29.7K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
350+ 33.95% |
$18.5K - $21.8K
|
1.38K
$82K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
158+ 4.05% |
$8.35K - $9.83K
|
4.06K
$241K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
150New |
$7.93K - $9.33K
|
150
$8.91K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
74New |
$3.91K - $4.61K
|
74
$4.4K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.82K+ 58.46% |
$164K - $177K
|
7.63K
$453K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
900+ 112.5% |
$52.3K - $56.7K
|
1.7K
$101K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
116New |
$6.74K - $7.31K
|
116
$6.89K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36New |
$2.09K - $2.27K
|
36
$2.14K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
810New |
$48.1K - $51.5K
|
810
$48.1K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100New |
$5.44K - $5.83K
|
100
$5.94K
|
|