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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
25.9K+ 25.69% |
$1.43M - $1.48M
|
127K
$7.44M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.6K+ 51.25% |
$1.42M - $1.47M
|
75.5K
$4.44M
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25.4K+ 200.81% |
$1.41M - $1.46M
|
38.1K
$2.24M
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
25.3K+ 42.44% |
$1.4M - $1.45M
|
85K
$5M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25.2KNew |
$1.4M - $1.45M
|
25.2K
$1.48M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
24.4K+ 5.3% |
$1.35M - $1.4M
|
484K
$28.5M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.3K+ 7.63% |
$1.35M - $1.4M
|
343K
$20.2M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.3K+ 320.55% |
$1.35M - $1.39M
|
31.8K
$1.87M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24K+ 18.4% |
$1.33M - $1.38M
|
155K
$9.09M
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.8K+ 8.89% |
$1.32M - $1.37M
|
292K
$17.2M
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23.6K+ 3.07% |
$1.31M - $1.36M
|
794K
$46.7M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.6K+ 76.07% |
$1.31M - $1.36M
|
54.7K
$3.22M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
23.6K+ 37.01% |
$1.31M - $1.35M
|
87.3K
$5.13M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 134.71% |
$1.28M - $1.32M
|
40.1K
$2.36M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23K+ 5.47% |
$1.27M - $1.32M
|
443K
$26.1M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.7K+ 11.27% |
$1.26M - $1.3M
|
224K
$13.2M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.5K+ 18.48% |
$1.25M - $1.29M
|
144K
$8.5M
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
22.1K+ 70.39% |
$1.23M - $1.27M
|
53.5K
$3.15M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21.6K+ 8.08% |
$1.2M - $1.24M
|
289K
$17M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
21.6K+ 192.32% |
$1.2M - $1.24M
|
32.8K
$1.93M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
21.3K+ 2.84% |
$1.18M - $1.22M
|
771K
$45.4M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.2KNew |
$1.17M - $1.21M
|
21.2K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.1K+ 16.11% |
$1.17M - $1.21M
|
152K
$8.95M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.5K+ 9.96% |
$1.13M - $1.17M
|
226K
$13.3M
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19.9K+ 32.12% |
$1.1M - $1.14M
|
81.8K
$4.81M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
19.8KNew |
$1.1M - $1.14M
|
19.8K
$1.17M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19.5K+ 12.58% |
$1.08M - $1.12M
|
175K
$10.3M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
19.4K+ 26.87% |
$1.08M - $1.12M
|
91.8K
$5.4M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.4K+ 33.91% |
$1.07M - $1.11M
|
76.6K
$4.5M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.2KNew |
$1.06M - $1.1M
|
19.2K
$1.13M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.1K+ 76.92% |
$1.06M - $1.1M
|
44K
$2.59M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
19.1K+ 137.89% |
$1.06M - $1.09M
|
32.9K
$1.93M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 9.0% |
$1.03M - $1.06M
|
225K
$13.2M
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 52.28% |
$1.02M - $1.05M
|
53.5K
$3.14M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$1.01M - $1.05M
|
18.2K
$1.07M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 15.66% |
$991K - $1.03M
|
132K
$7.76M
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.9K+ 104.5% |
$991K - $1.03M
|
35K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
17.6K+ 25.26% |
$978K - $1.01M
|
87.4K
$5.14M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17.4K+ 19.07% |
$964K - $997K
|
109K
$6.38M
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
17.3KNew |
$962K - $995K
|
17.3K
$1.02M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16.6K+ 2985.61% |
$920K - $953K
|
17.2K
$1.01M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5K+ 8.77% |
$912K - $944K
|
204K
$12M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.4K+ 28.92% |
$909K - $941K
|
73K
$4.3M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 7.6% |
$900K - $931K
|
230K
$13.5M
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.1K+ 8.04% |
$892K - $924K
|
216K
$12.7M
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
15.8K+ 23.64% |
$876K - $907K
|
82.6K
$4.86M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 1.96% |
$874K - $905K
|
822K
$48.3M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15.4KNew |
$856K - $886K
|
15.4K
$908K
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15.4K+ 183.99% |
$856K - $886K
|
23.8K
$1.4M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
15.3K+ 29.27% |
$849K - $879K
|
67.6K
$3.98M
|