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 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.27KNew |
$234K - $247K
|
4.27K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.25K+ 0.46% |
$233K - $246K
|
921K
$52.5M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.25K+ 22.74% |
$233K - $246K
|
22.9K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 9.97% |
$232K - $245K
|
46.7K
$2.66M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
4.15K+ 2.25% |
$227K - $240K
|
188K
$10.7M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.15KNew |
$227K - $240K
|
4.15K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
4.14KNew |
$227K - $240K
|
4.14K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.14K+ 2.16% |
$226K - $239K
|
196K
$11.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.1K+ 11.51% |
$225K - $237K
|
39.7K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.08K+ 12.57% |
$223K - $236K
|
36.5K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.08KNew |
$223K - $236K
|
4.08K
$233K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.04K+ 5.04% |
$221K - $234K
|
84.2K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.02K+ 1.92% |
$220K - $233K
|
213K
$12.2M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4KNew |
$219K - $231K
|
4K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4KNew |
$219K - $231K
|
4K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.98K+ 4.36% |
$218K - $230K
|
95.2K
$5.43M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$216K - $229K
|
3.95K
$225K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.95K+ 1.84% |
$216K - $229K
|
218K
$12.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.94K+ 1.18% |
$216K - $228K
|
338K
$19.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 33.56% |
$208K - $220K
|
15.1K
$862K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.78KNew |
$207K - $219K
|
3.78K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.78KNew |
$207K - $218K
|
3.78K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.77KNew |
$207K - $218K
|
3.77K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.76K+ 26.78% |
$206K - $218K
|
17.8K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.73KNew |
$204K - $216K
|
3.73K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.72KNew |
$203K - $215K
|
3.72K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.71K+ 11.17% |
$203K - $215K
|
36.9K
$2.11M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.67KNew |
$201K - $212K
|
3.67K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.64KNew |
$200K - $211K
|
3.64K
$208K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.59K+ 7.55% |
$196K - $207K
|
51.1K
$2.92M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.58KNew |
$196K - $207K
|
3.58K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.58K+ 2.41% |
$196K - $207K
|
152K
$8.67M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.56K+ 33.81% |
$195K - $206K
|
14.1K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.55K+ 5.62% |
$195K - $206K
|
66.8K
$3.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.55K+ 21.19% |
$194K - $205K
|
20.3K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.54KNew |
$194K - $205K
|
3.54K
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53KNew |
$193K - $204K
|
3.53K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$193K - $204K
|
3.52K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.5KNew |
$192K - $203K
|
3.5K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$191K - $202K
|
3.5K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.49K+ 13.47% |
$191K - $202K
|
29.4K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.44K+ 50.13% |
$188K - $199K
|
10.3K
$588K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.41K+ 2.43% |
$187K - $197K
|
144K
$8.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.37K+ 2.64% |
$184K - $195K
|
131K
$7.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.32K+ 2.25% |
$182K - $192K
|
151K
$8.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.3K+ 39.55% |
$180K - $191K
|
11.6K
$663K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.29KNew |
$180K - $190K
|
3.29K
$188K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.19K+ 33.7% |
$175K - $185K
|
12.7K
$723K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.17K+ 1.95% |
$174K - $184K
|
166K
$9.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.15K+ 3.31% |
$172K - $182K
|
98.2K
$5.6M
|