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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-51.4K- 58.08% |
$2.85M - $2.95M
|
37.1K
$2.16M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-53.2K- 86.49% |
$2.95M - $3.05M
|
8.3K
$483K
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-55.5K- 28.2% |
$3.08M - $3.18M
|
141K
$8.22M
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-59.5K- 56.96% |
$3.3M - $3.42M
|
45K
$2.62M
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-63.4K- 17.78% |
$3.52M - $3.64M
|
293K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.7K- 14.77% |
$3.59M - $3.71M
|
373K
$21.7M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-65.1K- 78.24% |
$3.61M - $3.74M
|
18.1K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-67.1K- 23.16% |
$3.72M - $3.85M
|
223K
$13M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-72K- 15.84% |
$3.99M - $4.13M
|
383K
$22.3M
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-82.4K- 4.7% |
$4.57M - $4.73M
|
1.67M
$97.2M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-82.5K- 86.47% |
$4.57M - $4.73M
|
12.9K
$751K
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-84.8K- 19.8% |
$4.7M - $4.86M
|
343K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-89.1K- 5.47% |
$4.94M - $5.11M
|
1.54M
$89.6M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-98.6K- 94.62% |
$5.47M - $5.66M
|
5.6K
$326K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-111K- 4.16% |
$6.18M - $6.4M
|
2.57M
$150M
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-120K- 91.49% |
$6.64M - $6.87M
|
11.1K
$648K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-120K- 24.46% |
$6.67M - $6.91M
|
372K
$21.6M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-123K- 36.97% |
$6.82M - $7.06M
|
210K
$12.2M
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-133K- 80.07% |
$7.35M - $7.61M
|
33K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-135K- 46.83% |
$7.51M - $7.77M
|
154K
$8.95M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-146K- 8.58% |
$8.12M - $8.4M
|
1.56M
$90.8M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-150K- 34.12% |
$8.31M - $8.6M
|
289K
$16.8M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-154K- 61.31% |
$8.56M - $8.86M
|
97.4K
$5.67M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-155K- 89.92% |
$8.6M - $8.9M
|
17.4K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-169K- 2.51% |
$9.36M - $9.69M
|
6.57M
$382M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-198K- 64.72% |
$11M - $11.3M
|
108K
$6.27M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-198K- 33.17% |
$11M - $11.4M
|
399K
$23.2M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-217K- 31.89% |
$12.1M - $12.5M
|
464K
$27M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-223K- 50.99% |
$12.4M - $12.8M
|
214K
$12.5M
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-224K- 76.6% |
$12.4M - $12.8M
|
68.4K
$3.98M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-280K- 35.58% |
$15.5M - $16.1M
|
507K
$29.5M
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-283K- 77.92% |
$15.7M - $16.2M
|
80.1K
$4.66M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-288K- 13.44% |
$16M - $16.5M
|
1.86M
$108M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-875K- 90.51% |
$48.5M - $50.2M
|
91.8K
$5.34M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04M- 16.44% |
$57.5M - $59.5M
|
5.27M
$307M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.18M- 14.43% |
$176M - $182M
|
18.9M
$1.1B
|