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 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-78K- 3.51% |
$4.27M - $4.51M
|
2.14M
$125M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84.1KClosed |
$4.6M - $4.86M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-90.7K- 89.94% |
$4.97M - $5.25M
|
10.2K
$591K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-95.3K- 47.33% |
$5.22M - $5.51M
|
106K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-115K- 6.61% |
$6.31M - $6.67M
|
1.63M
$94.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-119K- 1.74% |
$6.54M - $6.91M
|
6.74M
$392M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-123K- 95.82% |
$6.75M - $7.14M
|
5.38K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-145K- 51.18% |
$7.95M - $8.4M
|
139K
$8.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-157K- 16.01% |
$8.6M - $9.09M
|
824K
$47.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-166K- 17.09% |
$9.09M - $9.61M
|
806K
$46.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-175K- 9.06% |
$9.56M - $10.1M
|
1.75M
$102M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-179K- 78.4% |
$9.78M - $10.3M
|
49.2K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 2.79% |
$9.92M - $10.5M
|
6.3M
$367M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-184K- 91.14% |
$10.1M - $10.6M
|
17.9K
$1.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-184K- 49.45% |
$10.1M - $10.6M
|
188K
$10.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-194K- 65.5% |
$10.6M - $11.2M
|
102K
$5.95M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-194K- 48.08% |
$10.6M - $11.2M
|
210K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-211K- 54.46% |
$11.5M - $12.2M
|
176K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-212K- 67.48% |
$11.6M - $12.3M
|
102K
$5.95M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-216K- 27.14% |
$11.8M - $12.5M
|
581K
$33.8M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-224K- 79.84% |
$12.3M - $13M
|
56.6K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-239K- 44.99% |
$13.1M - $13.8M
|
292K
$17M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-243K- 96.81% |
$13.3M - $14.1M
|
8.02K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-250K- 71.43% |
$13.7M - $14.5M
|
100K
$5.82M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-295K- 37.49% |
$16.2M - $17.1M
|
492K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-297K- 64.67% |
$16.3M - $17.2M
|
162K
$9.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-406K- 96.73% |
$22.2M - $23.5M
|
13.7K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-889K- 81.52% |
$48.7M - $51.4M
|
201K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-892K- 93.85% |
$48.8M - $51.6M
|
58.5K
$3.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-995K- 2.61% |
$54.5M - $57.6M
|
37.1M
$2.16B
|