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 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.32% |
$61.8K - $65.3K
|
47.5K
$2.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.17K- 5.35% |
$64.1K - $67.7K
|
20.7K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.27K- 0.79% |
$69.6K - $73.6K
|
160K
$9.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 4.41% |
$74.4K - $78.6K
|
29.5K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.38K- 1.53% |
$75.4K - $79.7K
|
88.6K
$5.16M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.5K- 60.0% |
$82.1K - $86.8K
|
1K
$58.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.5K- 2.95% |
$82.3K - $87K
|
49.5K
$2.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.51K- 2.14% |
$82.9K - $87.6K
|
69.3K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.54K- 9.36% |
$84.5K - $89.3K
|
14.9K
$870K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.59K- 2.03% |
$87.3K - $92.2K
|
76.8K
$4.47M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.62K- 5.08% |
$88.7K - $93.8K
|
30.3K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.67K- 21.63% |
$91.6K - $96.8K
|
6.06K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.74K- 1.54% |
$95K - $100K
|
111K
$6.46M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.78K- 2.29% |
$97.3K - $103K
|
76K
$4.42M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.86K- 1.75% |
$102K - $108K
|
105K
$6.08M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.89K- 1.16% |
$103K - $109K
|
160K
$9.34M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.95K- 1.13% |
$107K - $113K
|
170K
$9.91M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.03K- 1.39% |
$111K - $117K
|
144K
$8.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.04K- 9.96% |
$112K - $118K
|
18.4K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.11K- 9.51% |
$115K - $122K
|
20K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.14K- 9.79% |
$117K - $124K
|
19.7K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.17K- 15.81% |
$119K - $125K
|
11.6K
$672K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.2K- 8.63% |
$121K - $127K
|
23.3K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.27K- 9.96% |
$124K - $131K
|
20.5K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.28K- 1.13% |
$125K - $132K
|
199K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.35K- 38.21% |
$129K - $136K
|
3.8K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.39K- 20.76% |
$131K - $138K
|
9.11K
$530K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.39K- 12.94% |
$131K - $138K
|
16.1K
$936K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.4K- 3.53% |
$132K - $139K
|
65.8K
$3.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.41K- 9.14% |
$132K - $139K
|
24K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.42K- 5.17% |
$132K - $140K
|
44.3K
$2.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.48K- 6.7% |
$136K - $144K
|
34.6K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.51K- 29.03% |
$138K - $145K
|
6.15K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.6K- 3.85% |
$142K - $150K
|
64.9K
$3.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.65K- 3.87% |
$145K - $153K
|
65.6K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.81K- 47.5% |
$154K - $163K
|
3.11K
$181K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.84K- 11.18% |
$156K - $164K
|
22.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.89K- 60.97% |
$158K - $167K
|
1.85K
$108K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.9K- 7.68% |
$159K - $168K
|
34.8K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.95K- 23.77% |
$161K - $170K
|
9.44K
$550K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3K- 5.78% |
$164K - $174K
|
48.9K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.08K- 11.17% |
$168K - $178K
|
24.4K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.14K- 7.16% |
$172K - $182K
|
40.7K
$2.37M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.16K- 0.66% |
$173K - $183K
|
472K
$27.4M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.22K- 14.49% |
$176K - $186K
|
19K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-3.26K- 1.83% |
$179K - $189K
|
175K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.28K- 7.16% |
$180K - $190K
|
42.5K
$2.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.44K- 10.55% |
$188K - $199K
|
29.1K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.52K- 40.2% |
$193K - $204K
|
5.24K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.52K- 6.07% |
$193K - $204K
|
54.5K
$3.17M
|