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 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
99.4K+ 6.15% |
$5.44M - $5.75M
|
1.72M
$99.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
97.7K+ 8.07% |
$5.35M - $5.65M
|
1.31M
$76.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
97.1K+ 14.23% |
$5.32M - $5.62M
|
779K
$45.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
92.6KNew |
$5.07M - $5.36M
|
92.6K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
86.2K+ 148.46% |
$4.72M - $4.99M
|
144K
$8.39M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
84.7KNew |
$4.64M - $4.9M
|
84.7K
$4.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82.7K+ 5.81% |
$4.53M - $4.78M
|
1.5M
$87.5M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
81.2K+ 39.73% |
$4.45M - $4.7M
|
286K
$16.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.1K+ 2.83% |
$4.44M - $4.69M
|
2.95M
$172M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
80.7K+ 360.44% |
$4.42M - $4.67M
|
103K
$6M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
77.9K+ 18.43% |
$4.26M - $4.51M
|
500K
$29.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
74.6KNew |
$4.08M - $4.32M
|
74.6K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.8K+ 9.03% |
$4.04M - $4.27M
|
891K
$51.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
73K+ 173.0% |
$4M - $4.23M
|
115K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72.8K+ 146.5% |
$3.99M - $4.21M
|
123K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
69.8KNew |
$3.82M - $4.04M
|
69.8K
$4.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
68.1K+ 11.97% |
$3.73M - $3.94M
|
637K
$37.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
66.8K+ 317.38% |
$3.66M - $3.87M
|
87.9K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
66.4K+ 3.21% |
$3.64M - $3.84M
|
2.14M
$124M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.4K+ 12.06% |
$3.53M - $3.73M
|
599K
$34.8M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
63K+ 639.3% |
$3.45M - $3.65M
|
72.9K
$4.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
61.9K+ 171.41% |
$3.39M - $3.58M
|
98.1K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.9KNew |
$3.39M - $3.58M
|
61.9K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.9K+ 140.02% |
$3.39M - $3.58M
|
106K
$6.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61.6KNew |
$3.37M - $3.56M
|
61.6K
$3.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
60.6K+ 1402.24% |
$3.32M - $3.51M
|
65K
$3.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
60.5K+ 259.54% |
$3.31M - $3.5M
|
83.9K
$4.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
59.9KNew |
$3.28M - $3.47M
|
59.9K
$3.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
59.8K+ 84.9% |
$3.27M - $3.46M
|
130K
$7.57M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
58.6KNew |
$3.21M - $3.39M
|
58.6K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
57.6K+ 15.9% |
$3.15M - $3.33M
|
420K
$24.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56.9K+ 11.67% |
$3.12M - $3.29M
|
545K
$31.7M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
54.7K+ 1180.8% |
$2.99M - $3.16M
|
59.3K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
53.4K+ 15.61% |
$2.92M - $3.09M
|
395K
$23M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
52.8K+ 28.51% |
$2.89M - $3.05M
|
238K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
52.2K+ 21.6% |
$2.86M - $3.02M
|
294K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51.2K+ 6.78% |
$2.81M - $2.97M
|
807K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.2KNew |
$2.8M - $2.96M
|
51.2K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
51.1K+ 444.98% |
$2.8M - $2.96M
|
62.6K
$3.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.2K+ 2.55% |
$2.7M - $2.85M
|
1.98M
$115M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
48.1K+ 22.56% |
$2.63M - $2.78M
|
261K
$15.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
47.7KNew |
$2.61M - $2.76M
|
47.7K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
47.3K+ 940.19% |
$2.59M - $2.74M
|
52.3K
$3.04M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47.1K+ 11.56% |
$2.58M - $2.73M
|
455K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
46.8K+ 32.57% |
$2.56M - $2.71M
|
190K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
45.8K+ 6.18% |
$2.51M - $2.65M
|
787K
$45.8M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
43.9KNew |
$2.4M - $2.54M
|
43.9K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43.6K+ 11.06% |
$2.38M - $2.52M
|
437K
$25.5M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.2K+ 3.67% |
$2.31M - $2.44M
|
1.19M
$69.4M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42.1K+ 49.83% |
$2.31M - $2.44M
|
127K
$7.37M
|