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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.25K+ 11.75% |
$508K - $550K
|
87.9K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.18K+ 11.23% |
$505K - $546K
|
90.9K
$5.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.09K+ 45.03% |
$500K - $541K
|
29.3K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.07K+ 19.2% |
$499K - $540K
|
56.3K
$3.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.03K+ 2.21% |
$496K - $537K
|
417K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.99K+ 2.71% |
$494K - $535K
|
341K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
8.8KNew |
$484K - $524K
|
8.8K
$529K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8.67K+ 20.68% |
$477K - $516K
|
50.6K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.67K+ 8.56% |
$477K - $516K
|
110K
$6.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.64K+ 2.14% |
$475K - $514K
|
412K
$24.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.59K+ 0.5% |
$472K - $511K
|
1.73M
$104M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.58K+ 1.99% |
$472K - $511K
|
441K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.53K+ 2.72% |
$469K - $508K
|
322K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.5K+ 11.44% |
$467K - $506K
|
82.7K
$4.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.4K+ 3.71% |
$462K - $500K
|
235K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
8.38KNew |
$461K - $499K
|
8.38K
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.36K+ 13.78% |
$459K - $497K
|
69K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.29K+ 186.96% |
$456K - $493K
|
12.7K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.29K+ 1.61% |
$456K - $493K
|
523K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.25KNew |
$454K - $491K
|
8.25K
$496K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.25K+ 11.35% |
$453K - $491K
|
80.9K
$4.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8.24K+ 1.26% |
$453K - $490K
|
660K
$39.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.23K+ 8.97% |
$453K - $490K
|
100K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 3.01% |
$450K - $487K
|
280K
$16.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.16K+ 22.26% |
$449K - $486K
|
44.8K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.09K+ 19.63% |
$445K - $481K
|
49.3K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.01K+ 77.67% |
$440K - $476K
|
18.3K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.76K+ 8.63% |
$427K - $462K
|
97.7K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.75KNew |
$426K - $461K
|
7.75K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
7.7K+ 17.12% |
$423K - $458K
|
52.7K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.55K+ 28.09% |
$415K - $449K
|
34.4K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.55K+ 5.72% |
$415K - $449K
|
140K
$8.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.53K+ 9.97% |
$414K - $448K
|
83K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.32K+ 16.0% |
$403K - $436K
|
53.1K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.14K+ 18.47% |
$392K - $425K
|
45.8K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.11K+ 13.05% |
$391K - $423K
|
61.6K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.11K+ 24.63% |
$391K - $423K
|
36K
$2.16M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.1K+ 35.1% |
$391K - $423K
|
27.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.09K+ 7.48% |
$390K - $422K
|
102K
$6.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.07K+ 59.2% |
$389K - $421K
|
19K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.05K+ 20.71% |
$388K - $420K
|
41.1K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.02K+ 131.79% |
$386K - $418K
|
12.3K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.02K+ 3.35% |
$386K - $418K
|
217K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.94K+ 1757.97% |
$382K - $413K
|
7.34K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.92KNew |
$380K - $412K
|
6.92K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6.87K+ 3.19% |
$378K - $409K
|
222K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.87K+ 4.18% |
$377K - $409K
|
171K
$10.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.86K+ 10.9% |
$377K - $408K
|
69.8K
$4.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.85K+ 2.11% |
$377K - $408K
|
332K
$19.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.84K+ 29.52% |
$376K - $407K
|
30K
$1.8M
|