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 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29- 0.43% |
$1.61K - $1.66K
|
6.75K
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-30- 0.25% |
$1.66K - $1.72K
|
11.9K
$681K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-34- 0.67% |
$1.89K - $1.95K
|
5.04K
$287K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 5.65% |
$2.16K - $2.24K
|
651
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-40- 0.31% |
$2.22K - $2.3K
|
13.1K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-48- 1.18% |
$2.66K - $2.75K
|
4.03K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-63- 0.74% |
$3.49K - $3.62K
|
8.41K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-73- 1.62% |
$4.05K - $4.19K
|
4.44K
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-73- 0.36% |
$4.05K - $4.19K
|
20.2K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-80- 2.57% |
$4.44K - $4.59K
|
3.03K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-92- 0.76% |
$5.1K - $5.28K
|
12K
$686K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-92- 0.46% |
$5.1K - $5.28K
|
19.9K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-98- 0.78% |
$5.43K - $5.62K
|
12.4K
$708K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 9.44% |
$5.55K - $5.74K
|
959
$54.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-101- 0.1% |
$5.6K - $5.8K
|
97.5K
$5.56M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104- 1.93% |
$5.77K - $5.97K
|
5.28K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-108- 2.52% |
$5.99K - $6.2K
|
4.18K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-115- 1.81% |
$6.38K - $6.6K
|
6.25K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-124- 0.43% |
$6.88K - $7.12K
|
28.7K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-133- 2.54% |
$7.37K - $7.63K
|
5.1K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-134- 0.7% |
$7.43K - $7.69K
|
18.9K
$1.08M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-151- 0.59% |
$8.37K - $8.67K
|
25.4K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-160- 0.67% |
$8.87K - $9.18K
|
23.8K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-186- 0.73% |
$10.3K - $10.7K
|
25.4K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-194- 0.05% |
$10.8K - $11.1K
|
397K
$22.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-195- 3.05% |
$10.8K - $11.2K
|
6.2K
$353K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-201- 0.92% |
$11.1K - $11.5K
|
21.6K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-210- 2.54% |
$11.6K - $12.1K
|
8.07K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-211- 29.47% |
$11.7K - $12.1K
|
505
$28.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-215- 1.09% |
$11.9K - $12.3K
|
19.5K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-220- 1.07% |
$12.2K - $12.6K
|
20.3K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-223- 0.15% |
$12.4K - $12.8K
|
149K
$8.49M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 6.36% |
$13.4K - $13.9K
|
3.56K
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-268- 1.36% |
$14.9K - $15.4K
|
19.5K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-287- 1.57% |
$15.9K - $16.5K
|
18.1K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-287- 0.65% |
$15.9K - $16.5K
|
44K
$2.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-298- 5.15% |
$16.5K - $17.1K
|
5.49K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-315- 1.03% |
$17.5K - $18.1K
|
30.3K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-327- 0.31% |
$18.1K - $18.8K
|
104K
$5.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-335- 1.18% |
$18.6K - $19.2K
|
28.1K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-343- 4.49% |
$19K - $19.7K
|
7.3K
$416K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-345- 22.8% |
$19.1K - $19.8K
|
1.17K
$66.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-365- 0.23% |
$20.2K - $20.9K
|
160K
$9.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-396- 8.19% |
$22K - $22.7K
|
4.44K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-400- 0.33% |
$22.2K - $23K
|
122K
$6.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-409- 4.49% |
$22.7K - $23.5K
|
8.7K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-411- 7.33% |
$22.8K - $23.6K
|
5.2K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-430- 0.86% |
$23.8K - $24.7K
|
49.8K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-433- 1.55% |
$24K - $24.8K
|
27.5K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-434- 2.29% |
$24.1K - $24.9K
|
18.5K
$1.06M
|