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 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.95K+ 7.22% |
$107K - $113K
|
28.9K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.94K+ 20.66% |
$106K - $112K
|
11.4K
$661K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 7.19% |
$104K - $110K
|
28.4K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.9KNew |
$104K - $110K
|
1.9K
$111K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.9K+ 5.45% |
$104K - $110K
|
36.7K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.82K+ 5.18% |
$99.4K - $105K
|
36.8K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.8K+ 7.08% |
$98.6K - $104K
|
27.3K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.8K+ 2.55% |
$98.6K - $104K
|
72.3K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.75K+ 3500.0% |
$95.8K - $101K
|
1.8K
$105K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.74K+ 9.24% |
$95.3K - $101K
|
20.6K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.66K+ 1.33% |
$91K - $96.2K
|
127K
$7.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.66K+ 14.27% |
$90.9K - $96K
|
13.3K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 8.43% |
$89.7K - $94.8K
|
21.1K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.57K+ 3.61% |
$85.8K - $90.7K
|
45.1K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 28.64% |
$85.2K - $90.1K
|
6.99K
$407K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1.54K+ 10.75% |
$84.4K - $89.2K
|
15.9K
$924K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.54K+ 2.36% |
$84.2K - $88.9K
|
66.7K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.16% |
$83.8K - $88.5K
|
72.4K
$4.21M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 376.79% |
$83.5K - $88.3K
|
1.93K
$112K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.51K+ 2.75% |
$82.8K - $87.5K
|
56.5K
$3.29M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 150.0% |
$82.1K - $86.8K
|
2.5K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 150.0% |
$82.1K - $86.8K
|
2.5K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 31.93% |
$82.1K - $86.7K
|
6.19K
$360K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 22.43% |
$81.1K - $85.7K
|
8.09K
$471K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.48KNew |
$81.1K - $85.7K
|
1.48K
$86.3K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.4K+ 4.83% |
$76.7K - $81K
|
30.4K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 1.34% |
$75.7K - $80K
|
104K
$6.07M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.38K+ 20.82% |
$75.3K - $79.6K
|
7.98K
$464K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.36K+ 142.42% |
$74.6K - $78.9K
|
2.32K
$135K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.33K+ 2.04% |
$73K - $77.1K
|
66.7K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.32K+ 10.04% |
$72.4K - $76.5K
|
14.5K
$843K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 18.75% |
$72.2K - $76.3K
|
8.35K
$486K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.31K+ 3.17% |
$71.7K - $75.7K
|
42.6K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.3K+ 3.89% |
$71.2K - $75.2K
|
34.7K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.29K+ 12.29% |
$70.7K - $74.7K
|
11.8K
$686K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.28K+ 2.2% |
$70.2K - $74.2K
|
59.7K
$3.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.27K+ 4.33% |
$69.6K - $73.5K
|
30.6K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.26K+ 1.28% |
$68.7K - $72.6K
|
99.4K
$5.79M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 2.42% |
$67.9K - $71.8K
|
52.6K
$3.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.23K+ 19.63% |
$67.2K - $71K
|
7.48K
$435K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.23K+ 6.48% |
$67.1K - $70.9K
|
20.2K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.22K+ 6.9% |
$66.8K - $70.6K
|
18.9K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.22K+ 6.84% |
$66.8K - $70.6K
|
19.1K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.21K+ 10.49% |
$66.5K - $70.2K
|
12.8K
$744K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.21KNew |
$66K - $69.7K
|
1.21K
$70.1K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.17K+ 21.08% |
$64.1K - $67.7K
|
6.72K
$391K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.14K+ 2.14% |
$62.6K - $66.2K
|
54.5K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.13K+ 92.17% |
$61.9K - $65.4K
|
2.36K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.13K+ 8.6% |
$61.6K - $65.2K
|
14.2K
$828K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.13K+ 7.11% |
$61.6K - $65.1K
|
17K
$986K
|