Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.16K+ 34.25% |
$120K - $124K
|
8.48K
$494K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.16K+ 36.42% |
$120K - $124K
|
8.1K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
2.16K+ 0.46% |
$120K - $124K
|
472K
$27.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.15K+ 1.98% |
$119K - $123K
|
111K
$6.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 2.68% |
$118K - $122K
|
81.3K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.1KNew |
$116K - $120K
|
2.1K
$122K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.08K+ 2.66% |
$115K - $119K
|
80.3K
$4.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 3.07% |
$114K - $118K
|
69.2K
$4.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.04K+ 2.6% |
$113K - $117K
|
80.5K
$4.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 2.42% |
$113K - $117K
|
86.2K
$5.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.03K+ 7.46% |
$113K - $117K
|
29.2K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.02K+ 26.93% |
$112K - $116K
|
9.5K
$553K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.96K+ 13.8% |
$109K - $113K
|
16.2K
$942K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 0.77% |
$109K - $112K
|
256K
$14.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 293.03% |
$107K - $111K
|
2.59K
$151K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.93K+ 3.78% |
$107K - $111K
|
53.1K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.86K+ 20.35% |
$103K - $107K
|
11K
$641K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.84K+ 41.25% |
$102K - $106K
|
6.3K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 3.65% |
$101K - $105K
|
51.8K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 1.83% |
$101K - $105K
|
101K
$5.89M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 3.19% |
$101K - $105K
|
58.9K
$3.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.81K+ 14.58% |
$101K - $104K
|
14.3K
$830K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.79K+ 5.48% |
$99.4K - $103K
|
34.5K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
1.78K+ 41.59% |
$98.7K - $102K
|
6.06K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.77K+ 4.38% |
$98K - $101K
|
42.1K
$2.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.75K+ 3.05% |
$97K - $100K
|
59K
$3.44M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.74K+ 2.66% |
$96.3K - $99.6K
|
67.1K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.74K+ 294.74% |
$96.3K - $99.6K
|
2.33K
$135K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71K+ 27.63% |
$94.8K - $98.1K
|
7.9K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.69K+ 20.79% |
$93.7K - $96.9K
|
9.81K
$571K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.68K+ 21.26% |
$93.3K - $96.6K
|
9.6K
$559K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.68K+ 8.09% |
$92.9K - $96.1K
|
22.4K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.67K+ 6.15% |
$92.7K - $95.9K
|
28.9K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.66K+ 32.46% |
$92.2K - $95.4K
|
6.79K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.66K+ 3.71% |
$91.9K - $95.2K
|
46.4K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 69.6% |
$90.7K - $93.8K
|
3.98K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.63K+ 2.26% |
$90.4K - $93.6K
|
73.9K
$4.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.63K+ 9.47% |
$90.3K - $93.5K
|
18.8K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.6K+ 1.34% |
$88.9K - $92.1K
|
122K
$7.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.59K+ 9.44% |
$88.2K - $91.3K
|
18.4K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.59K+ 33.96% |
$88.2K - $91.3K
|
6.27K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 42.07% |
$88.1K - $91.1K
|
5.36K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.56K+ 1.73% |
$86.3K - $89.4K
|
91.4K
$5.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$85.3K - $88.3K
|
1.54K
$89.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.53K+ 11.78% |
$84.8K - $87.7K
|
14.5K
$844K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.5K+ 4.32% |
$83.2K - $86.1K
|
36.2K
$2.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.49K+ 0.29% |
$82.8K - $85.7K
|
515K
$30M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.49K+ 5.24% |
$82.6K - $85.5K
|
29.9K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.46K+ 1.11% |
$80.8K - $83.6K
|
132K
$7.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.44K+ 7.4% |
$80K - $82.8K
|
20.9K
$1.22M
|