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 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.13K+ 7.11% |
$61.6K - $65.1K
|
17K
$967K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.12K+ 1.58% |
$61.5K - $65K
|
72.3K
$4.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$60.2K - $63.6K
|
1.1K
$62.8K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.09KNew |
$59.7K - $63.1K
|
1.09K
$62.3K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.08K+ 20.71% |
$59.3K - $62.7K
|
6.32K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.08K+ 9.1% |
$59.1K - $62.4K
|
12.9K
$738K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.07K+ 14.5% |
$58.7K - $62.1K
|
8.47K
$483K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.06K+ 17.65% |
$58.1K - $61.4K
|
7.07K
$404K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$57.9K - $61.2K
|
28.9K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.05K+ 3.07% |
$57.5K - $60.8K
|
35.3K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.03K+ 4.3% |
$56.6K - $59.8K
|
25.1K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 1.56% |
$56.4K - $59.6K
|
67.1K
$3.83M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.03K+ 6.33% |
$56.2K - $59.4K
|
17.2K
$983K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 4.26% |
$55.7K - $58.8K
|
24.9K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 31.3% |
$55.5K - $58.6K
|
4.25K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 26.07% |
$54.8K - $57.9K
|
4.84K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 20.51% |
$54.8K - $57.9K
|
5.88K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
998+ 10.1% |
$54.6K - $57.7K
|
10.9K
$621K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
994+ 331.33% |
$54.4K - $57.5K
|
1.29K
$73.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
989+ 2.11% |
$54.1K - $57.2K
|
47.8K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
980+ 3.88% |
$53.7K - $56.7K
|
26.2K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
974New |
$53.3K - $56.4K
|
974
$55.6K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
972+ 6.92% |
$53.2K - $56.2K
|
15K
$857K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
950+ 6.3% |
$52K - $55K
|
16K
$915K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
930+ 29.01% |
$50.9K - $53.8K
|
4.14K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
926+ 24.21% |
$50.7K - $53.6K
|
4.75K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
910+ 4.75% |
$49.8K - $52.7K
|
20.1K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
902+ 12.79% |
$49.4K - $52.2K
|
7.96K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
900+ 23.04% |
$49.3K - $52.1K
|
4.81K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
900+ 146.82% |
$49.3K - $52.1K
|
1.51K
$86.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
881+ 0.78% |
$48.2K - $51K
|
113K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
869+ 5.18% |
$47.6K - $50.3K
|
17.6K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
861+ 6.23% |
$47.1K - $49.8K
|
14.7K
$837K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
852+ 2.01% |
$46.6K - $49.3K
|
43.2K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
850+ 11.68% |
$46.5K - $49.2K
|
8.13K
$464K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
848+ 12.72% |
$46.4K - $49.1K
|
7.52K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
826+ 5.41% |
$45.2K - $47.8K
|
16.1K
$919K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
825New |
$45.2K - $47.7K
|
825
$47.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
791+ 4.36% |
$43.3K - $45.8K
|
18.9K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
790+ 6.24% |
$43.3K - $45.7K
|
13.5K
$768K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
789+ 1.83% |
$43.2K - $45.7K
|
43.9K
$2.51M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
785+ 6.07% |
$43K - $45.4K
|
13.7K
$783K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
784+ 1.01% |
$42.9K - $45.4K
|
78.2K
$4.46M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
765+ 17.54% |
$41.9K - $44.3K
|
5.13K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
763+ 2.31% |
$41.8K - $44.1K
|
33.8K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
749+ 10.87% |
$41K - $43.3K
|
7.64K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
734+ 19.93% |
$40.2K - $42.5K
|
4.42K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
730+ 9.7% |
$40K - $42.2K
|
8.25K
$471K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
706+ 3.71% |
$38.7K - $40.8K
|
19.8K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
700+ 1.03% |
$38.3K - $40.5K
|
68.9K
$3.93M
|