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 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16.7K+ 13.04% |
$913K - $964K
|
144K
$8.24M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
16.6K+ 7.79% |
$912K - $963K
|
231K
$13.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
16.6K+ 15.25% |
$911K - $963K
|
126K
$7.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.5KNew |
$904K - $955K
|
16.5K
$942K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
16.2K+ 195.99% |
$886K - $936K
|
24.4K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.2K+ 275.84% |
$886K - $936K
|
22K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9K+ 0.84% |
$871K - $921K
|
1.9M
$109M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
15.8KNew |
$864K - $913K
|
15.8K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
15.6KNew |
$856K - $904K
|
15.6K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
15.6K+ 7.32% |
$852K - $901K
|
228K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15.5KNew |
$847K - $895K
|
15.5K
$883K
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
15.4K+ 13.15% |
$842K - $890K
|
132K
$7.55M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
15.4KNew |
$841K - $889K
|
15.4K
$876K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.3K+ 36.07% |
$838K - $886K
|
57.8K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
15.3K+ 37.87% |
$836K - $884K
|
55.6K
$3.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15.1K+ 11.02% |
$824K - $871K
|
152K
$8.65M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15KNew |
$822K - $869K
|
15K
$857K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15K+ 7.02% |
$819K - $865K
|
228K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15K+ 114.51% |
$819K - $865K
|
28K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.7K+ 2.52% |
$804K - $849K
|
596K
$34M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
14.5K+ 7.52% |
$795K - $840K
|
208K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
14.5K+ 132.81% |
$794K - $839K
|
25.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.4K+ 87.01% |
$791K - $836K
|
31.1K
$1.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
14.4KNew |
$790K - $835K
|
14.4K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.4K+ 17.58% |
$787K - $832K
|
96.2K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14.4K+ 78.97% |
$787K - $832K
|
32.6K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.3K+ 61.09% |
$785K - $830K
|
37.8K
$2.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
14.2K+ 9.94% |
$778K - $822K
|
157K
$8.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14.2K+ 1789.02% |
$776K - $820K
|
15K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.1K+ 85.83% |
$771K - $815K
|
30.5K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
13.8KNew |
$757K - $800K
|
13.8K
$789K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.6K+ 1818.0% |
$747K - $789K
|
14.4K
$821K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.5K+ 14.25% |
$739K - $781K
|
108K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
13.1K+ 75.93% |
$719K - $760K
|
30.4K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.1K+ 29.75% |
$716K - $757K
|
57K
$3.26M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
13.1K+ 6.98% |
$716K - $757K
|
200K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13K+ 126.57% |
$714K - $755K
|
23.3K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12.8KNew |
$701K - $741K
|
12.8K
$731K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12.7KNew |
$694K - $733K
|
12.7K
$723K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5KNew |
$686K - $725K
|
12.5K
$715K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12.5K+ 15.39% |
$685K - $724K
|
93.8K
$5.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
12.5K+ 8.69% |
$684K - $722K
|
156K
$8.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
12.4K+ 169.32% |
$679K - $718K
|
19.7K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 25.14% |
$676K - $714K
|
61.4K
$3.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$671K - $709K
|
12.3K
$700K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
11.6K+ 9.32% |
$637K - $673K
|
137K
$7.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11.6K+ 223.2% |
$637K - $673K
|
16.9K
$962K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.6K+ 54.98% |
$636K - $672K
|
32.7K
$1.87M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
11.5K+ 2.66% |
$629K - $665K
|
444K
$25.3M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.3K+ 3.68% |
$621K - $656K
|
320K
$18.2M
|