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 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.65K+ 10.1% |
$310K - $327K
|
61.6K
$3.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.54K+ 3.39% |
$303K - $320K
|
169K
$9.83M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.42K+ 8.08% |
$296K - $313K
|
72.4K
$4.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.4K+ 6.26% |
$296K - $313K
|
91.6K
$5.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.4K+ 11.62% |
$295K - $312K
|
51.8K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.36K+ 15.39% |
$294K - $310K
|
40.2K
$2.34M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.33K+ 130.87% |
$292K - $308K
|
9.4K
$547K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.29K+ 23.33% |
$290K - $306K
|
28K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.26K+ 12.98% |
$288K - $304K
|
45.7K
$2.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
5.22KNew |
$286K - $302K
|
5.22K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.18K+ 9.09% |
$284K - $300K
|
62.1K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.14KNew |
$281K - $297K
|
5.14K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.12K+ 39.37% |
$280K - $296K
|
18.1K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.09K+ 71.13% |
$279K - $294K
|
12.2K
$713K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.09K+ 25.62% |
$279K - $294K
|
25K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.08KNew |
$278K - $294K
|
5.08K
$296K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.05K+ 5.09% |
$276K - $292K
|
104K
$6.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
5.03KNew |
$275K - $291K
|
5.03K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.02KNew |
$275K - $290K
|
5.02K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.96K+ 24.79% |
$271K - $287K
|
25K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.91KNew |
$269K - $284K
|
4.91K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.89K+ 8.01% |
$268K - $283K
|
65.9K
$3.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.89K+ 3.88% |
$268K - $283K
|
131K
$7.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.85K+ 11.96% |
$266K - $281K
|
45.4K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.84K+ 118.23% |
$265K - $280K
|
8.94K
$520K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.81KNew |
$263K - $278K
|
4.81K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.8KNew |
$263K - $278K
|
4.8K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.71K+ 7.39% |
$258K - $272K
|
68.4K
$3.98M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.7KNew |
$257K - $272K
|
4.7K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.68KNew |
$256K - $271K
|
4.68K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.62KNew |
$253K - $267K
|
4.62K
$269K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.6K+ 118.94% |
$252K - $266K
|
8.47K
$493K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.6K+ 9200.0% |
$252K - $266K
|
4.65K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.6K+ 16.14% |
$252K - $266K
|
33.1K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.59K+ 16.08% |
$251K - $265K
|
33.1K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.58K+ 9.28% |
$251K - $265K
|
53.9K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.55K+ 6.15% |
$249K - $263K
|
78.4K
$4.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.53K+ 2.97% |
$248K - $262K
|
157K
$9.13M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.49K+ 6.72% |
$246K - $260K
|
71.4K
$4.15M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.47K+ 8.56% |
$245K - $258K
|
56.7K
$3.3M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.46KNew |
$244K - $258K
|
4.46K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.43K+ 8.69% |
$243K - $256K
|
55.4K
$3.23M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.39K+ 2.16% |
$240K - $254K
|
207K
$12.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.39K+ 25.2% |
$240K - $254K
|
21.8K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.35K+ 45.01% |
$238K - $252K
|
14K
$815K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.33KNew |
$237K - $250K
|
4.33K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.32K+ 9.78% |
$237K - $250K
|
48.5K
$2.82M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
4.3KNew |
$235K - $249K
|
4.3K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.28KNew |
$234K - $248K
|
4.28K
$249K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.27KNew |
$234K - $247K
|
4.27K
$249K
|