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 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-282- 2.27% |
$15.4K - $16.3K
|
12.1K
$705K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 11.0% |
$16.4K - $17.4K
|
2.43K
$141K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-310- 7.09% |
$17K - $17.9K
|
4.06K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-330- 0.47% |
$18.1K - $19.1K
|
69.3K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-332- 5.59% |
$18.2K - $19.2K
|
5.61K
$326K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-349- 25.33% |
$19.1K - $20.2K
|
1.03K
$59.9K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-350- 3.68% |
$19.2K - $20.3K
|
9.15K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-379- 3.16% |
$20.8K - $21.9K
|
11.6K
$675K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-383- 8.5% |
$21K - $22.2K
|
4.12K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-389- 4.9% |
$21.3K - $22.5K
|
7.54K
$439K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-394- 5.81% |
$21.6K - $22.8K
|
6.39K
$372K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-400- 0.3% |
$21.9K - $23.1K
|
135K
$7.86M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-400- 6.0% |
$21.9K - $23.1K
|
6.27K
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-414- 5.76% |
$22.7K - $24K
|
6.78K
$394K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-423- 1.1% |
$23.2K - $24.5K
|
38K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-434- 2.64% |
$23.8K - $25.1K
|
16K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-434- 38.54% |
$23.8K - $25.1K
|
692
$40.3K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-442- 9.65% |
$24.2K - $25.6K
|
4.14K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-456- 1.45% |
$25K - $26.4K
|
31K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-462- 18.17% |
$25.3K - $26.7K
|
2.08K
$121K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-463- 1.46% |
$25.3K - $26.8K
|
31.2K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-471- 11.71% |
$25.8K - $27.3K
|
3.55K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-478- 14.91% |
$26.2K - $27.7K
|
2.73K
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-490- 6.15% |
$26.8K - $28.4K
|
7.48K
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-503- 42.16% |
$27.5K - $29.1K
|
690
$40.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-519- 0.65% |
$28.4K - $30K
|
79.2K
$4.61M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-528- 3.03% |
$28.9K - $30.6K
|
16.9K
$983K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-541- 12.45% |
$29.6K - $31.3K
|
3.81K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-548- 2.16% |
$30K - $31.7K
|
24.9K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-558- 3.6% |
$30.6K - $32.3K
|
15K
$871K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-560- 1.75% |
$30.7K - $32.4K
|
31.4K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-566- 3.26% |
$31K - $32.7K
|
16.8K
$977K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-597- 2.13% |
$32.7K - $34.5K
|
27.5K
$1.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-627- 2.37% |
$34.3K - $36.3K
|
25.8K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-646- 1.12% |
$35.4K - $37.4K
|
56.9K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-652- 21.78% |
$35.7K - $37.7K
|
2.34K
$136K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-658- 18.62% |
$36K - $38.1K
|
2.88K
$167K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-708- 10.75% |
$38.8K - $41K
|
5.88K
$342K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-711- 13.48% |
$38.9K - $41.1K
|
4.56K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-768- 0.34% |
$42K - $44.4K
|
228K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-800- 1.76% |
$43.8K - $46.3K
|
44.6K
$2.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-834- 5.38% |
$45.7K - $48.3K
|
14.7K
$853K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-841- 2.97% |
$46K - $48.7K
|
27.5K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-843- 2.51% |
$46.2K - $48.8K
|
32.7K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-844- 8.58% |
$46.2K - $48.8K
|
8.99K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-879- 2.31% |
$48.1K - $50.9K
|
37.2K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-911- 3.02% |
$49.9K - $52.7K
|
29.3K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-922- 3.57% |
$50.5K - $53.3K
|
24.9K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.06K- 4.53% |
$58.3K - $61.6K
|
22.4K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.08K- 3.32% |
$58.9K - $62.2K
|
31.3K
$1.82M
|