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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.08K+ 4.94% |
$168K - $178K
|
65.4K
$3.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.07K+ 37.52% |
$168K - $177K
|
11.2K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.06K+ 6.93% |
$168K - $177K
|
47.2K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.05K+ 34.12% |
$167K - $176K
|
12K
$697K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
3.04K+ 7.31% |
$167K - $176K
|
44.7K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.03K+ 3.07% |
$166K - $175K
|
102K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.95KNew |
$162K - $171K
|
2.95K
$172K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 78.97% |
$159K - $168K
|
6.59K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
2.83K+ 9.52% |
$155K - $163K
|
32.5K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.8KNew |
$153K - $162K
|
2.8K
$163K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.78K+ 5.27% |
$152K - $161K
|
55.5K
$3.23M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.77K+ 5.89% |
$152K - $161K
|
49.9K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.73K+ 92.24% |
$150K - $158K
|
5.7K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.73K+ 11.17% |
$150K - $158K
|
27.2K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.73K+ 18.85% |
$149K - $158K
|
17.2K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.7K+ 6.09% |
$148K - $156K
|
47K
$2.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.69KNew |
$147K - $156K
|
2.69K
$157K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.66K+ 1.73% |
$146K - $154K
|
156K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.56K+ 24.23% |
$140K - $148K
|
13.1K
$763K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.54K+ 4.75% |
$139K - $147K
|
56.1K
$3.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
2.53K+ 10.74% |
$139K - $146K
|
26.1K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.53K+ 74.11% |
$138K - $146K
|
5.94K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.52K+ 10.04% |
$138K - $146K
|
27.6K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.5K+ 62.27% |
$137K - $145K
|
6.52K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.35K+ 50.04% |
$129K - $136K
|
7.05K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 2.51% |
$128K - $136K
|
95.9K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2.33K+ 14.18% |
$128K - $135K
|
18.8K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 8.81% |
$127K - $134K
|
28.6K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.31K+ 37.37% |
$127K - $134K
|
8.5K
$495K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.28K+ 13.59% |
$125K - $132K
|
19K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.28K+ 32.7% |
$125K - $132K
|
9.23K
$537K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.27K+ 2.89% |
$124K - $132K
|
80.8K
$4.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.27K+ 3.24% |
$124K - $131K
|
72.2K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.26K+ 1.65% |
$124K - $131K
|
140K
$8.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.26K+ 5.86% |
$123K - $130K
|
40.7K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.25KNew |
$123K - $130K
|
2.25K
$131K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.25K+ 14.37% |
$123K - $130K
|
17.9K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 21.71% |
$121K - $128K
|
12.4K
$724K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.18K+ 2.09% |
$119K - $126K
|
106K
$6.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.16K+ 18.72% |
$118K - $125K
|
13.7K
$799K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.15K+ 326.44% |
$118K - $124K
|
2.81K
$163K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.15K+ 0.79% |
$118K - $124K
|
274K
$15.9M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.13K+ 23.52% |
$116K - $123K
|
11.2K
$650K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.09K+ 33.82% |
$115K - $121K
|
8.28K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.08K+ 28.75% |
$114K - $121K
|
9.33K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 15.97% |
$113K - $120K
|
15K
$875K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.03K+ 3.17% |
$111K - $117K
|
66K
$3.84M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.01K+ 92.48% |
$110K - $116K
|
4.17K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$109K - $115K
|
2K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.97K+ 79.88% |
$108K - $114K
|
4.43K
$258K
|