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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
540K+ 8.22% |
$29.9M - $31M
|
7.1M
$415M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
405K+ 3.31% |
$22.5M - $23.3M
|
12.7M
$740M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
293K+ 35.33% |
$16.2M - $16.8M
|
1.12M
$65.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
265K+ 14.17% |
$14.7M - $15.2M
|
2.13M
$125M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
243K+ 395.3% |
$13.5M - $13.9M
|
304K
$17.8M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
208K+ 44.07% |
$11.5M - $11.9M
|
679K
$39.7M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
207K+ 17.18% |
$11.5M - $11.9M
|
1.41M
$82.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
200K+ 1699.81% |
$11.1M - $11.5M
|
212K
$12.4M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
167K+ 5.88% |
$9.25M - $9.57M
|
3.01M
$176M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
162K+ 2.4% |
$8.96M - $9.27M
|
6.89M
$403M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
138K+ 48.22% |
$7.64M - $7.9M
|
423K
$24.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
132KNew |
$7.34M - $7.59M
|
132K
$7.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
132K+ 15.94% |
$7.32M - $7.57M
|
960K
$56.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
108K+ 17.98% |
$5.97M - $6.18M
|
706K
$41.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
107K+ 151.5% |
$5.96M - $6.17M
|
178K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
96.5K+ 44.46% |
$5.35M - $5.54M
|
313K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
92.5K+ 790.6% |
$5.13M - $5.31M
|
104K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92.2K+ 4.3% |
$5.11M - $5.29M
|
2.23M
$131M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
85.8K+ 21.7% |
$4.76M - $4.93M
|
481K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
81.7K+ 58.7% |
$4.53M - $4.69M
|
221K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.3K+ 17.1% |
$4.51M - $4.67M
|
557K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77.1K+ 4.82% |
$4.28M - $4.43M
|
1.68M
$98M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75K+ 77.97% |
$4.16M - $4.3M
|
171K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
73.5K+ 43.17% |
$4.08M - $4.22M
|
244K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
72.4K+ 320.19% |
$4.01M - $4.15M
|
95K
$5.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
66.9KNew |
$3.71M - $3.84M
|
66.9K
$3.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
66KNew |
$3.66M - $3.79M
|
66K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66K+ 8.17% |
$3.66M - $3.79M
|
873K
$51.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
57.6KNew |
$3.19M - $3.3M
|
57.6K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56.9K+ 6.67% |
$3.16M - $3.27M
|
910K
$53.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.7K+ 264.03% |
$3.09M - $3.2M
|
76.9K
$4.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.3K+ 1.26% |
$2.9M - $3M
|
4.19M
$245M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
51.5K+ 91.77% |
$2.85M - $2.95M
|
108K
$6.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.7K+ 2.67% |
$2.81M - $2.91M
|
1.95M
$114M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50.3K+ 1.5% |
$2.79M - $2.88M
|
3.41M
$199M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
48.7K+ 88.84% |
$2.7M - $2.8M
|
104K
$6.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.4K+ 3.3% |
$2.63M - $2.72M
|
1.48M
$86.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45.2K+ 8343.36% |
$2.51M - $2.6M
|
45.8K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
40.7K+ 43.39% |
$2.26M - $2.33M
|
134K
$7.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39.7K+ 212.2% |
$2.2M - $2.28M
|
58.4K
$3.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
39.6K+ 13.54% |
$2.2M - $2.27M
|
332K
$19.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37.5KNew |
$2.08M - $2.15M
|
37.5K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37.3K+ 17.94% |
$2.07M - $2.14M
|
245K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
37.2K+ 7.08% |
$2.06M - $2.14M
|
563K
$32.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$2.06M - $2.13M
|
37.1K
$2.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
36.7KNew |
$2.04M - $2.11M
|
36.7K
$2.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
36.4K+ 43.39% |
$2.02M - $2.09M
|
120K
$7.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.81M - $1.88M
|
32.7K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32.4K+ 808.13% |
$1.8M - $1.86M
|
36.4K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.3K+ 2.71% |
$1.79M - $1.85M
|
1.22M
$71.6M
|