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
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 38.36% |
$620K - $655K
|
40.9K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 8.72% |
$618K - $653K
|
141K
$8.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11K+ 6.23% |
$603K - $637K
|
188K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.9K+ 392.13% |
$598K - $632K
|
13.7K
$797K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
10.9K+ 53.81% |
$597K - $631K
|
31.2K
$1.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.8K+ 6.81% |
$594K - $627K
|
170K
$9.9M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.8K+ 24.52% |
$592K - $625K
|
54.9K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 15.94% |
$587K - $620K
|
77.9K
$4.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5K+ 19.97% |
$574K - $607K
|
63K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.4KNew |
$568K - $600K
|
10.4K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.3K+ 16.99% |
$566K - $598K
|
71.2K
$4.14M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 4.84% |
$557K - $589K
|
221K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$551K - $582K
|
10.1K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.92KNew |
$543K - $574K
|
9.92K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
9.86K+ 5.3% |
$540K - $571K
|
196K
$11.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.86K+ 9.06% |
$540K - $570K
|
119K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
9.82K+ 101.56% |
$538K - $568K
|
19.5K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
9.76K+ 18.47% |
$534K - $565K
|
62.6K
$3.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
9.72KNew |
$532K - $562K
|
9.72K
$565K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.67K+ 9.48% |
$529K - $559K
|
112K
$6.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
9.66K+ 9.06% |
$529K - $559K
|
116K
$6.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.59KNew |
$525K - $555K
|
9.59K
$558K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.51K+ 17.26% |
$520K - $550K
|
64.6K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
9.44K+ 37.59% |
$517K - $546K
|
34.5K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.37KNew |
$513K - $542K
|
9.37K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.33KNew |
$511K - $540K
|
9.33K
$543K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.28K+ 9.11% |
$508K - $537K
|
111K
$6.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
9.28K+ 11.6% |
$508K - $537K
|
89.3K
$5.2M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
9.26K+ 56.73% |
$507K - $536K
|
25.6K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.26KNew |
$507K - $536K
|
9.26K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
9.22K+ 9.0% |
$505K - $533K
|
112K
$6.5M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.19K+ 8.76% |
$503K - $532K
|
114K
$6.64M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9.16KNew |
$501K - $530K
|
9.16K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.11K+ 94.71% |
$499K - $527K
|
18.7K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
9.04KNew |
$495K - $523K
|
9.04K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.88K+ 10.41% |
$486K - $514K
|
94.1K
$5.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.87KNew |
$486K - $513K
|
8.87K
$516K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.8K+ 2.52% |
$482K - $509K
|
358K
$20.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.76K+ 24.73% |
$480K - $507K
|
44.2K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.75K+ 98.94% |
$479K - $506K
|
17.6K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.75K+ 115.14% |
$479K - $506K
|
16.3K
$951K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.69KNew |
$476K - $503K
|
8.69K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.69K+ 17.45% |
$476K - $503K
|
58.5K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.49K+ 23.24% |
$465K - $491K
|
45K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.2K+ 30.9% |
$449K - $474K
|
34.7K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.17KNew |
$447K - $473K
|
8.17K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.14K+ 5.49% |
$446K - $471K
|
156K
$9.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.07K+ 3.96% |
$442K - $467K
|
212K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.05KNew |
$441K - $466K
|
8.05K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.98K+ 44.41% |
$437K - $462K
|
26K
$1.51M
|