Purchases and Sales Made in Q2 2024 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Jul 30, 2024 Q2 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
738
+ 12.31%
$40.9K - $42.4K
6.74K $392K
Aug 08, 2024 Q2 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
734
+ 0.48%
$40.7K - $42.1K
153K $8.9M
Aug 01, 2024 Q2 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
727
+ 11.15%
$40.3K - $41.7K
7.25K $422K
Jul 08, 2024 Q2 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
720
+ 76.84%
$39.9K - $41.3K
1.66K $96.4K
Aug 14, 2024 Q2 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
689
+ 8.35%
$38.2K - $39.5K
8.94K $520K
Aug 12, 2024 Q2 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
684
+ 3.84%
$37.9K - $39.3K
18.5K $1.08M
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
671
+ 3.55%
$37.2K - $38.5K
19.6K $1.14M
Jul 16, 2024 Q2 2024
True Private Wealth Advisors

BUY
 -
666
+ 9.33%
$36.9K - $38.2K
7.81K $454K
Aug 12, 2024 Q2 2024
Econ Financial Services Corp

BUY
 -
657
+ 3.32%
$36.4K - $37.7K
20.4K $1.19M
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
642
+ 2.32%
$35.6K - $36.8K
28.3K $1.64M
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
622
+ 7.74%
$34.5K - $35.7K
8.66K $504K
Aug 14, 2024 Q2 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
605
+ 8.45%
$33.5K - $34.7K
7.76K $452K
Aug 09, 2024 Q2 2024
Lokken Investment Group LLC

BUY
 -
602
+ 3.21%
$33.4K - $34.5K
19.4K $1.13M
Jul 22, 2024 Q2 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
600
+ 5.14%
$33.3K - $34.4K
12.3K $714K
Jul 31, 2024 Q2 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
599
+ 1.16%
$33.2K - $34.4K
52.4K $3.05M
Jul 12, 2024 Q2 2024
Castle Rock Wealth Management, LLC

BUY
 -
592
+ 2.12%
$32.8K - $34K
28.6K $1.66M
Aug 12, 2024 Q2 2024
3 Edge Asset Management, LP

BUY
 -
592
+ 2.22%
$32.8K - $34K
27.3K $1.59M
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
573
+ 1.76%
$31.8K - $32.9K
33.1K $1.93M
Aug 12, 2024 Q2 2024
Purus Wealth Management, LLC

BUY
 -
567
+ 2.2%
$31.4K - $32.5K
26.4K $1.53M
Aug 01, 2024 Q2 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
566
+ 3.77%
$31.4K - $32.5K
15.6K $907K
Aug 07, 2024 Q2 2024
Nelson Capital Management, LLC

BUY
 -
563
+ 1.67%
$31.2K - $32.3K
34.3K $2M
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
555
New
$30.8K - $31.9K
555 $32.3K
Jul 23, 2024 Q2 2024
Atlas Brown,Inc.

BUY
 -
550
+ 12.66%
$30.5K - $31.6K
4.9K $285K
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
545
+ 0.62%
$30.2K - $31.3K
88.4K $5.14M
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
541
New
$30K - $31K
541 $31.5K
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
539
+ 3.72%
$29.9K - $30.9K
15K $875K
Jul 11, 2024 Q2 2024
John W. Brooker & Co., Cp As

BUY
 -
518
+ 8.81%
$28.7K - $29.7K
6.4K $372K
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
500
New
$27.7K - $28.7K
500 $29.1K
Jul 26, 2024 Q2 2024
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
492
+ 2.77%
$27.3K - $28.2K
18.2K $1.06M
Jul 31, 2024 Q2 2024
Bell Bank

BUY
 -
492
+ 11.46%
$27.3K - $28.2K
4.78K $278K
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
489
New
$27.1K - $28.1K
489 $28.5K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
450
+ 9.22%
$25K - $25.8K
5.33K $310K
Aug 15, 2024 Q2 2024
Sepio Capital, LP

BUY
 -
438
+ 2.37%
$24.3K - $25.1K
18.9K $1.1M
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
435
+ 2.91%
$24.1K - $25K
15.4K $895K
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
433
+ 10.5%
$24K - $24.8K
4.56K $265K
Aug 13, 2024 Q2 2024
Principle Wealth Partners LLC

BUY
 -
432
+ 0.41%
$24K - $24.8K
106K $6.2M
Jul 29, 2024 Q2 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
418
+ 17.86%
$23.2K - $24K
2.76K $161K
Jul 30, 2024 Q2 2024
Morton Brown Family Wealth, LLC

BUY
 -
407
New
$22.6K - $23.4K
407 $23.7K
Jul 23, 2024 Q2 2024
Koa Wealth Management, LLC

Encinitas, CA
BUY
 -
398
+ 4.45%
$22.1K - $22.8K
9.34K $544K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
394
New
$21.8K - $22.6K
394 $22.9K
Jul 31, 2024 Q2 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
394
+ 26.59%
$21.8K - $22.6K
1.88K $109K
Jul 10, 2024 Q2 2024
Bernardo Wealth Planning LLC

BUY
 -
394
+ 0.14%
$21.8K - $22.6K
274K $16M
Aug 14, 2024 Q2 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
369
+ 0.68%
$20.5K - $21.2K
54.9K $3.19M
Jul 12, 2024 Q2 2024
Financial Management Professionals, Inc.

BUY
 -
360
+ 413.79%
$20K - $20.7K
447 $26K
Jul 09, 2024 Q2 2024
Marion Wealth Management

BUY
 -
359
+ 2.24%
$19.9K - $20.6K
16.4K $954K
Jul 29, 2024 Q2 2024
Bfsg, LLC

BUY
 -
355
+ 8.38%
$19.7K - $20.4K
4.59K $267K
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
353
+ 0.78%
$19.6K - $20.3K
45.6K $2.65M
Aug 01, 2024 Q2 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
350
+ 7.55%
$19.4K - $20.1K
4.99K $290K
Jul 29, 2024 Q2 2024
Stelac Advisory Services LLC

New York, NY
BUY
 -
341
+ 0.57%
$18.9K - $19.6K
59.7K $3.47M

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