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 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.18K- 3.58% |
$65.7K - $67.9K
|
31.9K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.19K- 4.78% |
$65.9K - $68.2K
|
23.7K
$1.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.2K- 13.15% |
$66.4K - $68.8K
|
7.91K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.2K- 14.77% |
$66.5K - $68.9K
|
6.93K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.22K- 2.47% |
$67.8K - $70.2K
|
48.3K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.25K- 3.26% |
$69.1K - $71.6K
|
37K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.3K- 7.63% |
$72.1K - $74.6K
|
15.7K
$916K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.3K- 40.88% |
$72.1K - $74.6K
|
1.88K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 3.96% |
$72.3K - $74.8K
|
31.7K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.37K- 2.78% |
$75.9K - $78.6K
|
47.8K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 1.5% |
$76.4K - $79K
|
90.3K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.39K- 4.18% |
$77.1K - $79.8K
|
31.9K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.42K- 23.47% |
$78.8K - $81.6K
|
4.64K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.43K- 33.75% |
$79.5K - $82.3K
|
2.82K
$164K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 5.58% |
$85.2K - $88.2K
|
26K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 12.62% |
$86.9K - $89.9K
|
10.8K
$631K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.57K- 2.18% |
$87.2K - $90.3K
|
70.7K
$4.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.59K- 5.1% |
$88.1K - $91.2K
|
29.6K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.63K- 2.12% |
$90.5K - $93.7K
|
75.2K
$4.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.65K- 9.26% |
$91.5K - $94.7K
|
16.2K
$941K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.67K- 92.83% |
$92.7K - $95.9K
|
129
$7.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.78K- 47.09% |
$98.7K - $102K
|
2K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.8K- 97.3% |
$99.8K - $103K
|
50
$2.91K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 0.87% |
$105K - $109K
|
216K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 3.8% |
$107K - $111K
|
48.8K
$2.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.95K- 15.91% |
$108K - $112K
|
10.3K
$600K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.96K- 12.23% |
$108K - $112K
|
14K
$816K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2K- 19.55% |
$111K - $115K
|
8.23K
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.02K- 4.58% |
$112K - $116K
|
42.2K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.05K- 11.87% |
$113K - $117K
|
15.2K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.11K- 57.65% |
$117K - $121K
|
1.55K
$90.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.18K- 16.95% |
$121K - $125K
|
10.7K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.18K- 13.57% |
$121K - $125K
|
13.9K
$809K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.37K- 10.12% |
$132K - $136K
|
21.1K
$1.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.48K- 0.77% |
$137K - $142K
|
319K
$18.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.5K- 4.41% |
$138K - $143K
|
54.1K
$3.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.61K- 1.12% |
$144K - $150K
|
231K
$13.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.64K- 2.59% |
$146K - $151K
|
99.1K
$5.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.73K- 10.99% |
$152K - $157K
|
22.1K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.75K- 3.96% |
$152K - $158K
|
66.6K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.75K- 1.75% |
$153K - $158K
|
155K
$9M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.81K- 6.9% |
$156K - $161K
|
37.9K
$2.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.84K- 1.6% |
$158K - $163K
|
175K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.94K- 12.32% |
$163K - $169K
|
20.9K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.07K- 43.5% |
$170K - $176K
|
3.98K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.11K- 5.52% |
$173K - $179K
|
53.3K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.12K- 34.94% |
$173K - $179K
|
5.81K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.12K- 7.78% |
$173K - $179K
|
37K
$2.16M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.13K- 8.59% |
$174K - $180K
|
33.3K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.14K- 35.15% |
$174K - $180K
|
5.8K
$337K
|