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 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.52K- 8.07% |
$193K - $204K
|
40.2K
$2.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.53K- 16.14% |
$193K - $204K
|
18.3K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.63K- 29.45% |
$199K - $210K
|
8.69K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.63K- 5.76% |
$199K - $210K
|
59.3K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.67K- 29.68% |
$201K - $212K
|
8.69K
$506K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.73K- 6.79% |
$204K - $216K
|
51.2K
$2.98M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.75K- 9.33% |
$205K - $217K
|
36.5K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.76K- 1.59% |
$206K - $218K
|
233K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-3.8K- 2.43% |
$208K - $220K
|
152K
$8.86M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.92K- 74.31% |
$215K - $227K
|
1.36K
$78.9K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.94K- 12.18% |
$216K - $228K
|
28.4K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-4.04K- 17.57% |
$221K - $234K
|
19K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.1K- 4.28% |
$224K - $237K
|
91.7K
$5.34M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.11K- 13.36% |
$225K - $238K
|
26.7K
$1.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.63K- 14.02% |
$253K - $268K
|
28.4K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.67K- 1.05% |
$256K - $270K
|
438K
$25.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.84K- 6.01% |
$265K - $280K
|
75.8K
$4.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.96K- 20.7% |
$271K - $287K
|
19K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.98K- 10.96% |
$273K - $288K
|
40.5K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.32K- 1.81% |
$291K - $308K
|
288K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.46K- 54.36% |
$299K - $316K
|
4.58K
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-5.51K- 3.17% |
$302K - $319K
|
168K
$9.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-5.62K- 12.32% |
$308K - $325K
|
40K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.01K- 5.23% |
$329K - $348K
|
109K
$6.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.07K- 20.57% |
$332K - $351K
|
23.4K
$1.36M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.13K- 11.58% |
$335K - $355K
|
46.8K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-6.48K- 3.19% |
$355K - $375K
|
197K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-6.63K- 3.61% |
$363K - $384K
|
177K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.73K- 8.82% |
$369K - $390K
|
69.6K
$4.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.81K- 23.37% |
$373K - $394K
|
22.3K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6.98K- 15.43% |
$382K - $404K
|
38.3K
$2.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7.26K- 45.24% |
$398K - $420K
|
8.79K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.65K- 30.9% |
$419K - $443K
|
17.1K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.82K- 30.56% |
$428K - $452K
|
17.8K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.93K- 14.56% |
$434K - $459K
|
46.5K
$2.71M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8.04K- 73.54% |
$440K - $465K
|
2.89K
$168K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.34K- 8.94% |
$457K - $483K
|
85K
$4.95M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.57K- 12.09% |
$469K - $496K
|
62.4K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-8.59K- 2.31% |
$470K - $497K
|
363K
$21.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.02K- 6.15% |
$494K - $522K
|
138K
$8.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.06K- 6.18% |
$496K - $524K
|
138K
$8M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9.12K- 75.66% |
$499K - $527K
|
2.93K
$171K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.31K- 30.42% |
$510K - $539K
|
21.3K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-9.32K- 4.67% |
$510K - $539K
|
190K
$11.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.35K- 20.19% |
$512K - $541K
|
37K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.46K- 11.45% |
$518K - $547K
|
73.2K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-9.52KClosed |
$521K - $551K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9.61K- 12.82% |
$526K - $556K
|
65.4K
$3.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.62K- 4.46% |
$527K - $557K
|
206K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 5.11% |
$594K - $628K
|
201K
$11.7M
|