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 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
28+ 0.76% |
$1.53K - $1.62K
|
3.7K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
23+ 1.9% |
$1.26K - $1.33K
|
1.23K
$71.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
21New |
$1.15K - $1.22K
|
21
$1.22K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16New |
$876 - $926
|
16
$931
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14+ 1.85% |
$767 - $810
|
769
$44.8K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 50.0% |
$548 - $579
|
30
$1.75K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$548 - $579
|
10
$582
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 0.58% |
$493 - $521
|
1.57K
$91.4K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.03% |
$219 - $231
|
11.9K
$693K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
3+ 0.03% |
$164 - $174
|
9.46K
$550K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.03% |
$110 - $116
|
7.16K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.29% |
$110 - $116
|
699
$40.7K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1+ 0.01% |
$54.8 - $57.9
|
8.94K
$521K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 2.7% |
$54.8 - $57.9
|
38
$2.21K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-9- 0.21% |
$493 - $521
|
4.35K
$253K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 1.2% |
$876 - $926
|
1.32K
$76.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18- 0.4% |
$986 - $1.04K
|
4.51K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18- 0.19% |
$986 - $1.04K
|
9.63K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-22- 3.63% |
$1.2K - $1.27K
|
584
$34K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-26- 0.65% |
$1.42K - $1.5K
|
3.97K
$231K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 52.73% |
$1.59K - $1.68K
|
26
$1.51K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-32- 0.16% |
$1.75K - $1.85K
|
19.4K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 27.5% |
$1.81K - $1.91K
|
87
$5.06K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-39- 0.85% |
$2.14K - $2.26K
|
4.53K
$264K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-42Closed |
$2.3K - $2.43K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-55- 0.69% |
$3.01K - $3.18K
|
7.92K
$461K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-78- 0.17% |
$4.27K - $4.51K
|
45.2K
$2.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-82- 1.28% |
$4.49K - $4.74K
|
6.3K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-89- 2.29% |
$4.87K - $5.15K
|
3.8K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-106- 0.35% |
$5.8K - $6.13K
|
30.6K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 4.66% |
$5.86K - $6.19K
|
2.19K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-123- 2.82% |
$6.73K - $7.12K
|
4.23K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.0% |
$6.84K - $7.23K
|
12.4K
$723K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-125- 0.67% |
$6.84K - $7.23K
|
18.4K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-131- 24.81% |
$7.17K - $7.58K
|
397
$23.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-139- 2.43% |
$7.61K - $8.04K
|
5.57K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-149- 2.52% |
$8.16K - $8.62K
|
5.76K
$335K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-150- 1.03% |
$8.21K - $8.68K
|
14.4K
$839K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-155- 3.17% |
$8.49K - $8.97K
|
4.73K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-165- 3.65% |
$9.03K - $9.55K
|
4.36K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-185- 1.88% |
$10.1K - $10.7K
|
9.64K
$561K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-190- 5.64% |
$10.4K - $11K
|
3.18K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-205- 0.65% |
$11.2K - $11.9K
|
31.2K
$1.81M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-209- 97.66% |
$11.4K - $12.1K
|
5
$291
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-218- 1.82% |
$11.9K - $12.6K
|
11.8K
$685K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-225- 1.3% |
$12.3K - $13K
|
17K
$991K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-248- 0.49% |
$13.6K - $14.3K
|
50.5K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-268- 1.09% |
$14.7K - $15.5K
|
24.3K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-278- 4.11% |
$15.2K - $16.1K
|
6.49K
$378K
|