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 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
692+ 8.99% |
$37.9K - $40K
|
8.39K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
673+ 0.61% |
$36.8K - $38.9K
|
110K
$6.3M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
660New |
$36.1K - $38.2K
|
660
$37.7K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
644+ 1.97% |
$35.3K - $37.3K
|
33.3K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
643+ 7.17% |
$35.2K - $37.2K
|
9.61K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
639+ 14.26% |
$35K - $37K
|
5.12K
$292K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
626+ 16.1% |
$34.3K - $36.2K
|
4.51K
$258K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
618+ 5.87% |
$33.8K - $35.8K
|
11.2K
$636K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
610New |
$33.4K - $35.3K
|
610
$34.8K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
598+ 1.21% |
$32.7K - $34.6K
|
50.2K
$2.87M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
589New |
$32.2K - $34.1K
|
589
$33.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
577+ 4.57% |
$31.6K - $33.4K
|
13.2K
$753K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
528+ 1.95% |
$28.9K - $30.6K
|
27.5K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
526+ 6.89% |
$28.8K - $30.4K
|
8.16K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
510+ 3.46% |
$27.9K - $29.5K
|
15.3K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
505+ 1.33% |
$27.6K - $29.2K
|
38.5K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
498+ 1.59% |
$27.3K - $28.8K
|
31.8K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
497+ 0.52% |
$27.2K - $28.8K
|
95.2K
$5.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
490+ 12.93% |
$26.8K - $28.4K
|
4.28K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
488+ 3.21% |
$26.7K - $28.2K
|
15.7K
$897K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
456+ 5.39% |
$25K - $26.4K
|
8.92K
$509K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
448+ 1.73% |
$24.5K - $25.9K
|
26.4K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
444+ 3.71% |
$24.3K - $25.7K
|
12.4K
$708K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
414+ 10.68% |
$22.7K - $24K
|
4.29K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
396+ 0.53% |
$21.7K - $22.9K
|
75K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
387+ 9.91% |
$21.2K - $22.4K
|
4.29K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
386+ 3.69% |
$21.1K - $22.3K
|
10.9K
$620K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
380+ 9.42% |
$20.8K - $22K
|
4.42K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
376+ 4.42% |
$20.6K - $21.8K
|
8.89K
$507K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
367+ 105.16% |
$20.1K - $21.2K
|
716
$40.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
367+ 7.71% |
$20.1K - $21.2K
|
5.12K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
351+ 6.94% |
$19.2K - $20.3K
|
5.41K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
351+ 5.17% |
$19.2K - $20.3K
|
7.14K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
350+ 0.86% |
$19.2K - $20.3K
|
41.1K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
350+ 7.72% |
$19.2K - $20.3K
|
4.88K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
350+ 4.07% |
$19.2K - $20.3K
|
8.95K
$511K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
340+ 1.34% |
$18.6K - $19.7K
|
25.6K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
337+ 8.53% |
$18.5K - $19.5K
|
4.29K
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
331+ 114.14% |
$18.1K - $19.2K
|
621
$35.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
325+ 1.3% |
$17.8K - $18.8K
|
25.3K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
321+ 43.5% |
$17.6K - $18.6K
|
1.06K
$60.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
320+ 83.12% |
$17.5K - $18.5K
|
705
$40.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
318+ 1.13% |
$17.4K - $18.4K
|
28.5K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
314+ 129.75% |
$17.2K - $18.2K
|
556
$31.7K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
307+ 7.48% |
$16.8K - $17.8K
|
4.41K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
295+ 6.09% |
$16.2K - $17.1K
|
5.14K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
295+ 1.1% |
$16.2K - $17.1K
|
27.2K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
294+ 2.18% |
$16.1K - $17K
|
13.8K
$788K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
271New |
$14.8K - $15.7K
|
271
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
256+ 3.21% |
$14K - $14.8K
|
8.22K
$469K
|