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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
331+ 1.75% |
$18.4K - $19K
|
19.3K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
324+ 2.23% |
$18K - $18.6K
|
14.9K
$866K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
311+ 0.76% |
$17.2K - $17.8K
|
41K
$2.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
300+ 1.98% |
$16.6K - $17.2K
|
15.5K
$901K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
293+ 7.38% |
$16.2K - $16.8K
|
4.26K
$248K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
291+ 0.64% |
$16.1K - $16.7K
|
45.5K
$2.65M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$13.9K - $14.3K
|
250
$14.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
224+ 2240.0% |
$12.4K - $12.9K
|
234
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
200+ 5.32% |
$11.1K - $11.5K
|
3.96K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
200+ 2.23% |
$11.1K - $11.5K
|
9.15K
$533K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
194+ 1.05% |
$10.8K - $11.1K
|
18.6K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
190+ 3.69% |
$10.5K - $10.9K
|
5.34K
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
188+ 2.85% |
$10.4K - $10.8K
|
6.77K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
178+ 1.84% |
$9.87K - $10.2K
|
9.87K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
171+ 3.56% |
$9.48K - $9.81K
|
4.98K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
159+ 157.43% |
$8.82K - $9.13K
|
260
$15.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
157+ 1.79% |
$8.71K - $9.01K
|
8.95K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 0.88% |
$8.32K - $8.61K
|
17.1K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
148+ 0.9% |
$8.21K - $8.49K
|
16.5K
$961K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
147+ 0.47% |
$8.15K - $8.44K
|
31.4K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
144+ 1.25% |
$7.98K - $8.26K
|
11.7K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
139New |
$7.71K - $7.98K
|
139
$8.09K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
138+ 22.62% |
$7.65K - $7.92K
|
748
$43.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
136+ 0.61% |
$7.54K - $7.81K
|
22.6K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
126+ 2.46% |
$6.99K - $7.23K
|
5.25K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
125+ 2.01% |
$6.93K - $7.17K
|
6.33K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
125+ 10.37% |
$6.93K - $7.17K
|
1.33K
$77.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
125+ 1.53% |
$6.93K - $7.17K
|
8.31K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
123+ 1.45% |
$6.82K - $7.06K
|
8.6K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 1.84% |
$6.1K - $6.31K
|
6.08K
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
101+ 0.29% |
$5.6K - $5.8K
|
35.4K
$2.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$5.55K - $5.74K
|
100
$5.82K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
94+ 1.63% |
$5.21K - $5.39K
|
5.85K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
89+ 0.39% |
$4.94K - $5.11K
|
22.7K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
88+ 1.35% |
$4.88K - $5.05K
|
6.6K
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
88+ 1.4% |
$4.88K - $5.05K
|
6.35K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84+ 1.64% |
$4.66K - $4.82K
|
5.2K
$303K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
83+ 1.1% |
$4.6K - $4.76K
|
7.6K
$442K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 0.27% |
$4.33K - $4.48K
|
29.2K
$1.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
78+ 1.72% |
$4.33K - $4.48K
|
4.61K
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
77+ 0.2% |
$4.27K - $4.42K
|
38.1K
$2.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76+ 0.39% |
$4.21K - $4.36K
|
19.7K
$1.15M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75New |
$4.16K - $4.3K
|
75
$4.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
74+ 0.41% |
$4.1K - $4.25K
|
18.3K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
72New |
$3.99K - $4.13K
|
72
$4.19K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
69+ 0.12% |
$3.83K - $3.96K
|
56.1K
$3.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
69+ 1.56% |
$3.83K - $3.96K
|
4.48K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
67+ 1.84% |
$3.72K - $3.85K
|
3.71K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
60New |
$3.33K - $3.44K
|
60
$3.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
59+ 1.37% |
$3.27K - $3.39K
|
4.35K
$253K
|