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 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-440- 10.09% |
$24.4K - $25.3K
|
3.92K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-442- 2.62% |
$24.5K - $25.4K
|
16.4K
$957K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-443- 0.68% |
$24.6K - $25.4K
|
65.2K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-477- 1.97% |
$26.4K - $27.4K
|
23.8K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 1.64% |
$27.7K - $28.7K
|
29.9K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-500- 1.53% |
$27.7K - $28.7K
|
32.2K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-506- 4.99% |
$28.1K - $29K
|
9.64K
$561K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-509- 9.14% |
$28.2K - $29.2K
|
5.06K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-526- 2.1% |
$29.2K - $30.2K
|
24.5K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-528- 7.47% |
$29.3K - $30.3K
|
6.54K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-533- 4.28% |
$29.6K - $30.6K
|
11.9K
$693K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-550- 2.25% |
$30.5K - $31.6K
|
23.9K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-560- 11.14% |
$31.1K - $32.1K
|
4.47K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-576- 2.28% |
$31.9K - $33.1K
|
24.7K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-578- 6.0% |
$32.1K - $33.2K
|
9.05K
$527K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-582- 4.68% |
$32.3K - $33.4K
|
11.9K
$690K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-584- 12.29% |
$32.4K - $33.5K
|
4.17K
$243K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-607- 1.43% |
$33.7K - $34.8K
|
41.9K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-623- 90.03% |
$34.5K - $35.8K
|
69
$4.02K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-649- 2.62% |
$36K - $37.2K
|
24.1K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-654- 4.16% |
$36.3K - $37.5K
|
15.1K
$876K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-654- 1.56% |
$36.3K - $37.5K
|
41.2K
$2.4M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-669- 7.07% |
$37.1K - $38.4K
|
8.79K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-677- 7.85% |
$37.5K - $38.9K
|
7.95K
$463K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-682- 10.51% |
$37.8K - $39.1K
|
5.8K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-704- 8.63% |
$39K - $40.4K
|
7.45K
$434K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-722- 4.83% |
$40K - $41.4K
|
14.2K
$829K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-756- 0.7% |
$41.9K - $43.4K
|
108K
$6.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-771- 0.65% |
$42.8K - $44.2K
|
118K
$6.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-784- 4.67% |
$43.5K - $45K
|
16K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-792- 17.93% |
$43.9K - $45.5K
|
3.62K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-800- 16.64% |
$44.4K - $45.9K
|
4.01K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-806- 5.49% |
$44.7K - $46.3K
|
13.9K
$807K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-849- 3.25% |
$47.1K - $48.7K
|
25.3K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-855- 19.14% |
$47.4K - $49.1K
|
3.61K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-879- 3.77% |
$48.7K - $50.4K
|
22.5K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-909- 1.95% |
$50.4K - $52.2K
|
45.8K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-910- 4.08% |
$50.5K - $52.2K
|
21.4K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-919- 1.39% |
$51K - $52.7K
|
65.1K
$3.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-924- 2.1% |
$51.2K - $53K
|
43K
$2.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-934- 6.67% |
$51.8K - $53.6K
|
13.1K
$761K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-969- 3.1% |
$53.7K - $55.6K
|
30.3K
$1.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 1.89% |
$58.3K - $60.4K
|
54.5K
$3.17M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.06K- 14.6% |
$59K - $61.1K
|
6.23K
$362K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.09K- 33.09% |
$60.3K - $62.4K
|
2.2K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 0.18% |
$60.5K - $62.6K
|
621K
$36.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.12K- 1.88% |
$61.9K - $64K
|
58.3K
$3.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.14K- 14.33% |
$63.2K - $65.4K
|
6.82K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.16K- 85.25% |
$64.1K - $66.3K
|
200
$11.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.17K- 8.52% |
$64.8K - $67.1K
|
12.6K
$731K
|