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 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
24.6K+ 64.59% |
$1.35M - $1.42M
|
62.7K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
24.4K+ 52.47% |
$1.33M - $1.41M
|
70.9K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 222.85% |
$1.33M - $1.4M
|
35.1K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
24.1K+ 5.53% |
$1.32M - $1.4M
|
460K
$26.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.9K+ 97.53% |
$1.31M - $1.38M
|
48.3K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.8KNew |
$1.31M - $1.38M
|
23.8K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.5K+ 1.49% |
$1.29M - $1.36M
|
1.6M
$93.1M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.5K+ 34.24% |
$1.29M - $1.36M
|
92.1K
$5.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.4K+ 28.9% |
$1.28M - $1.36M
|
105K
$6.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
23.2K+ 8.24% |
$1.27M - $1.35M
|
306K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.8K+ 29.24% |
$1.25M - $1.32M
|
101K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
22.7K+ 13.14% |
$1.24M - $1.31M
|
195K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
22.6K+ 7.46% |
$1.24M - $1.31M
|
325K
$18.9M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
22.5K+ 12.27% |
$1.23M - $1.3M
|
206K
$12M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.5K+ 8.41% |
$1.23M - $1.3M
|
290K
$16.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22.3K+ 22.17% |
$1.22M - $1.29M
|
123K
$7.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.2K+ 8.13% |
$1.22M - $1.29M
|
296K
$17.2M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
22.1K+ 9.83% |
$1.21M - $1.28M
|
246K
$14.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.9K+ 151.46% |
$1.2M - $1.27M
|
36.4K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.5K+ 19.61% |
$1.18M - $1.24M
|
131K
$7.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21.4K+ 7.09% |
$1.17M - $1.24M
|
324K
$18.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
21.3K+ 4.24% |
$1.17M - $1.24M
|
525K
$30.6M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.1KNew |
$1.15M - $1.22M
|
21.1K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
21K+ 11.31% |
$1.15M - $1.22M
|
207K
$12.1M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
21K+ 57.97% |
$1.15M - $1.22M
|
57.3K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.8K+ 45.78% |
$1.14M - $1.2M
|
66.1K
$3.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.6K+ 3.95% |
$1.13M - $1.19M
|
542K
$31.6M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
20.6K+ 9.65% |
$1.13M - $1.19M
|
234K
$13.6M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
20.6K+ 11.35% |
$1.13M - $1.19M
|
202K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
20.6KNew |
$1.13M - $1.19M
|
20.6K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
20.2KNew |
$1.11M - $1.17M
|
20.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.8KNew |
$1.08M - $1.14M
|
19.8K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19.8K+ 46.89% |
$1.08M - $1.14M
|
61.9K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.7K+ 20.45% |
$1.08M - $1.14M
|
116K
$6.76M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.7K+ 4.7% |
$1.08M - $1.14M
|
439K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.9K+ 844.7% |
$1.03M - $1.09M
|
21.1K
$1.23M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18.7K+ 3.01% |
$1.02M - $1.08M
|
641K
$37.3M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18.5K+ 40.92% |
$1.01M - $1.07M
|
63.7K
$3.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18.4K+ 8.1% |
$1.01M - $1.07M
|
246K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
18.2KNew |
$997K - $1.05M
|
18.2K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.2K+ 17.14% |
$994K - $1.05M
|
124K
$7.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
18K+ 20.75% |
$985K - $1.04M
|
105K
$6.09M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17.7KNew |
$971K - $1.03M
|
17.7K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.3K+ 23.99% |
$948K - $1M
|
89.5K
$5.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
17.1K+ 13.08% |
$936K - $989K
|
148K
$8.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17K+ 14.97% |
$931K - $984K
|
131K
$7.6M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17K+ 25.61% |
$929K - $982K
|
83.2K
$4.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
16.9K+ 13.71% |
$925K - $977K
|
140K
$8.15M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16.8K+ 20.86% |
$921K - $973K
|
97.4K
$5.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16.7K+ 4.41% |
$913K - $965K
|
395K
$23M
|