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
|
Courier Capital LLC
|
BUY
|
- |
246+ 2.3% |
$13.5K - $14.2K
|
11K
$638K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
241+ 1.61% |
$13.2K - $13.9K
|
15.2K
$884K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
224+ 4.6% |
$12.3K - $13K
|
5.09K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
221+ 9.62% |
$12.1K - $12.8K
|
2.52K
$147K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
219+ 3.93% |
$12K - $12.7K
|
5.79K
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
216+ 2.16% |
$11.8K - $12.5K
|
10.2K
$595K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
212+ 6.68% |
$11.6K - $12.3K
|
3.38K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$11K - $11.6K
|
200
$11.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 17.51% |
$11K - $11.6K
|
1.34K
$78.1K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 5.67% |
$11K - $11.6K
|
3.73K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
BUY
|
- |
200+ 4.04% |
$11K - $11.6K
|
5.15K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200New |
$11K - $11.6K
|
200
$11.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 33.33% |
$11K - $11.6K
|
800
$46.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
181+ 4.22% |
$9.91K - $10.5K
|
4.47K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
176+ 1.85% |
$9.64K - $10.2K
|
9.69K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
175+ 0.96% |
$9.58K - $10.1K
|
18.4K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
166+ 1.3% |
$9.09K - $9.6K
|
13K
$755K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
163+ 285.96% |
$8.92K - $9.43K
|
220
$12.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
155New |
$8.49K - $8.97K
|
155
$9.02K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
154+ 1.25% |
$8.43K - $8.91K
|
12.5K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
147+ 0.91% |
$8.05K - $8.51K
|
16.4K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
133New |
$7.28K - $7.7K
|
133
$7.74K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
131+ 4.4% |
$7.17K - $7.58K
|
3.11K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
127+ 0.29% |
$6.95K - $7.35K
|
43.7K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
115+ 0.65% |
$6.3K - $6.65K
|
17.8K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
110+ 0.12% |
$6.02K - $6.36K
|
94K
$5.47M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
108+ 1.84% |
$5.91K - $6.25K
|
5.97K
$347K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
101New |
$5.53K - $5.84K
|
101
$5.88K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
94+ 0.05% |
$5.15K - $5.44K
|
207K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
87+ 1.07% |
$4.76K - $5.03K
|
8.19K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
85+ 1.68% |
$4.65K - $4.92K
|
5.15K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
82+ 1.84% |
$4.49K - $4.74K
|
4.53K
$264K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
81+ 0.9% |
$4.43K - $4.69K
|
9.11K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
80+ 0.99% |
$4.38K - $4.63K
|
8.12K
$473K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
74+ 1.79% |
$4.05K - $4.28K
|
4.2K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65+ 1.79% |
$3.56K - $3.76K
|
3.71K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
65+ 0.28% |
$3.56K - $3.76K
|
23.4K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.75% |
$3.29K - $3.47K
|
8.04K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57+ 2.49% |
$3.12K - $3.3K
|
2.35K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 1.73% |
$2.52K - $2.66K
|
2.71K
$158K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
46+ 0.19% |
$2.52K - $2.66K
|
24.8K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
42New |
$2.3K - $2.43K
|
42
$2.44K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38+ 0.12% |
$2.08K - $2.2K
|
31.4K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
36+ 0.15% |
$1.97K - $2.08K
|
23.5K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
36+ 4.0% |
$1.97K - $2.08K
|
937
$54.5K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
34+ 0.67% |
$1.86K - $1.97K
|
5.07K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33New |
$1.81K - $1.91K
|
33
$1.92K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
33New |
$1.81K - $1.91K
|
33
$1.92K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 0.51% |
$1.64K - $1.74K
|
5.88K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
30New |
$1.64K - $1.74K
|
30
$1.75K
|