Purchases and Sales Made in Q1 2024 in J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.06M+ 5858.13% |
$332M - $351M
|
6.17M
$359M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.37M+ 9.99% |
$185M - $195M
|
37.1M
$2.16B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.37M+ 9.99% |
$185M - $195M
|
37.1M
$2.16B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.24M+ 364.27% |
$178M - $188M
|
4.14M
$241M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09M+ 9.72% |
$59.4M - $62.8M
|
12.3M
$713M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
988K+ 17.2% |
$54.1M - $57.2M
|
6.73M
$392M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
967KNew |
$52.9M - $55.9M
|
967K
$56.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
816K+ 3.16% |
$44.7M - $47.2M
|
26.6M
$1.55B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
816K+ 3.84% |
$44.7M - $47.2M
|
22M
$1.28B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
728K+ 12.47% |
$39.8M - $42.1M
|
6.56M
$382M
|
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
724KNew |
$39.7M - $41.9M
|
724K
$42.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
704K+ 39.1% |
$38.5M - $40.7M
|
2.5M
$146M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
638K+ 112.63% |
$35M - $36.9M
|
1.21M
$70.2M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
576K+ 91.87% |
$31.5M - $33.3M
|
1.2M
$70M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
573K+ 25.31% |
$31.4M - $33.2M
|
2.84M
$165M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
573K+ 25.29% |
$31.4M - $33.2M
|
2.84M
$165M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
470KNew |
$25.7M - $27.2M
|
470K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
414KNew |
$22.7M - $24M
|
414K
$24.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
353K+ 135.15% |
$19.3M - $20.4M
|
615K
$35.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
352K+ 678.23% |
$19.3M - $20.4M
|
404K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
323K+ 15.31% |
$17.7M - $18.7M
|
2.43M
$142M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
321K+ 207.35% |
$17.6M - $18.6M
|
475K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
311K+ 605.6% |
$17M - $18M
|
362K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268K+ 16.76% |
$14.7M - $15.5M
|
1.87M
$109M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
258K+ 10.66% |
$14.2M - $15M
|
2.68M
$156M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
252K+ 58.61% |
$13.8M - $14.6M
|
681K
$39.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 20.25% |
$13.2M - $14M
|
1.44M
$83.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
212K+ 22.15% |
$11.6M - $12.3M
|
1.17M
$68.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
212KNew |
$11.6M - $12.3M
|
212K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
192K+ 12.69% |
$10.5M - $11.1M
|
1.71M
$99.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
189K+ 20.49% |
$10.3M - $10.9M
|
1.11M
$64.5M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
183K+ 5.77% |
$10M - $10.6M
|
3.36M
$195M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
169K+ 2.57% |
$9.25M - $9.77M
|
6.74M
$392M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
163K+ 8.22% |
$8.93M - $9.43M
|
2.15M
$125M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
161K+ 149.75% |
$8.81M - $9.31M
|
268K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
159K+ 122.84% |
$8.73M - $9.22M
|
289K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
156K+ 22.41% |
$8.55M - $9.03M
|
853K
$49.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156K+ 23.19% |
$8.53M - $9.01M
|
828K
$48.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
153K+ 55.57% |
$8.39M - $8.86M
|
429K
$25M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
144KNew |
$7.9M - $8.35M
|
144K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
144K+ 195.95% |
$7.86M - $8.31M
|
217K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
138K+ 121.96% |
$7.57M - $8M
|
252K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
138K+ 15.27% |
$7.53M - $7.96M
|
1.04M
$60.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
132K+ 19.0% |
$7.24M - $7.65M
|
829K
$48.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
122K+ 33.98% |
$6.66M - $7.04M
|
480K
$27.9M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
113K+ 45.14% |
$6.16M - $6.52M
|
362K
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110K+ 116.39% |
$6.05M - $6.39M
|
205K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109K+ 31.64% |
$5.96M - $6.3M
|
453K
$26.4M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
103K+ 262.52% |
$5.65M - $5.97M
|
143K
$8.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
103KNew |
$5.65M - $5.97M
|
103K
$6M
|