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 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
41.9KNew |
$2.29M - $2.42M
|
41.9K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
39.9K+ 8.42% |
$2.18M - $2.31M
|
514K
$29.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39.7K+ 5.34% |
$2.17M - $2.3M
|
783K
$45.6M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
39K+ 26.48% |
$2.14M - $2.26M
|
186K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
38.7K+ 44.64% |
$2.12M - $2.24M
|
125K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37.6K+ 229.55% |
$2.06M - $2.18M
|
54K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
37.2K+ 349.63% |
$2.04M - $2.15M
|
47.9K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
36.9K+ 16.02% |
$2.02M - $2.14M
|
268K
$15.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 14.5% |
$2.01M - $2.12M
|
289K
$16.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36.2K+ 59.13% |
$1.98M - $2.1M
|
97.5K
$5.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
36K+ 100.6% |
$1.97M - $2.08M
|
71.7K
$4.18M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
35.7K+ 6.7% |
$1.95M - $2.06M
|
569K
$33.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
35.6K+ 49.04% |
$1.95M - $2.06M
|
108K
$6.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
35.4K+ 15.43% |
$1.94M - $2.05M
|
265K
$15.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
35K+ 5.97% |
$1.92M - $2.03M
|
622K
$36.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
34.2K+ 16.27% |
$1.87M - $1.98M
|
245K
$14.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
33KNew |
$1.8M - $1.91M
|
33K
$1.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
32.4K+ 13.76% |
$1.77M - $1.88M
|
268K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
32K+ 29.85% |
$1.75M - $1.85M
|
139K
$8.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32KNew |
$1.75M - $1.85M
|
32K
$1.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
31.9K+ 21.94% |
$1.75M - $1.85M
|
177K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.9K+ 204.88% |
$1.75M - $1.85M
|
47.5K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31K+ 6.29% |
$1.7M - $1.8M
|
524K
$30.5M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
31K+ 19.43% |
$1.7M - $1.79M
|
190K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.9K+ 10.74% |
$1.69M - $1.79M
|
319K
$18.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
30.8K+ 4.43% |
$1.69M - $1.78M
|
725K
$42.2M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
30.3K+ 9.54% |
$1.66M - $1.75M
|
348K
$20.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
29.8K+ 4.13% |
$1.63M - $1.72M
|
750K
$43.7M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
29.7K+ 48.41% |
$1.63M - $1.72M
|
91.1K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29.6K+ 46.37% |
$1.62M - $1.71M
|
93.3K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28K+ 469.59% |
$1.53M - $1.62M
|
34K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
27.5KNew |
$1.5M - $1.59M
|
27.5K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
26.9K+ 92.46% |
$1.47M - $1.56M
|
56.1K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
26.9K+ 7.17% |
$1.47M - $1.55M
|
401K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.8K+ 24.1% |
$1.47M - $1.55M
|
138K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
26.8K+ 39.02% |
$1.47M - $1.55M
|
95.4K
$5.55M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26.6K+ 11.7% |
$1.46M - $1.54M
|
254K
$14.8M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.2K+ 7.08% |
$1.44M - $1.52M
|
397K
$23.1M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
26.1K+ 7.48% |
$1.43M - $1.51M
|
375K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
26.1K+ 7.48% |
$1.43M - $1.51M
|
375K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26K+ 73.65% |
$1.43M - $1.51M
|
61.4K
$3.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
26K+ 8.26% |
$1.42M - $1.5M
|
340K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$1.41M - $1.49M
|
25.8K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.4K+ 10.69% |
$1.39M - $1.47M
|
263K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25.1K+ 19.79% |
$1.37M - $1.45M
|
152K
$8.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
25.1KNew |
$1.37M - $1.45M
|
25.1K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25K+ 14.28% |
$1.37M - $1.45M
|
200K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
24.8K+ 44.99% |
$1.36M - $1.44M
|
79.9K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
24.6K+ 119.82% |
$1.35M - $1.43M
|
45.2K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.6K+ 386.68% |
$1.35M - $1.42M
|
31K
$1.8M
|