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 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.4K+ 7.93% |
$410K - $424K
|
101K
$5.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$409K - $423K
|
7.38K
$421K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.33K+ 27.93% |
$407K - $421K
|
33.6K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.31K+ 4.85% |
$405K - $419K
|
158K
$9.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7.21K+ 3.16% |
$400K - $414K
|
235K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
7.2K+ 3.47% |
$399K - $413K
|
215K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.09KNew |
$393K - $407K
|
7.09K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.07K+ 12.52% |
$392K - $406K
|
63.6K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7KNew |
$388K - $402K
|
7K
$400K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.99K+ 61.56% |
$388K - $401K
|
18.3K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.95K+ 59.85% |
$385K - $399K
|
18.6K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.94K+ 7.9% |
$385K - $398K
|
94.8K
$5.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6.86K+ 92.67% |
$381K - $394K
|
14.3K
$814K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.84K+ 97.77% |
$379K - $392K
|
13.8K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.83K+ 12.64% |
$379K - $392K
|
60.9K
$3.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.8K+ 18.4% |
$377K - $390K
|
43.7K
$2.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.79K+ 21.78% |
$376K - $390K
|
38K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.77K+ 4.69% |
$376K - $389K
|
151K
$8.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.74KNew |
$373K - $387K
|
6.74K
$384K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.71KNew |
$372K - $385K
|
6.71K
$383K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.69K+ 7.47% |
$371K - $384K
|
96.1K
$5.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6.65K+ 29.01% |
$369K - $382K
|
29.6K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.62KNew |
$367K - $380K
|
6.62K
$378K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.61K+ 4.58% |
$367K - $380K
|
151K
$8.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.55K+ 1.63% |
$363K - $376K
|
408K
$23.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.5K+ 5.24% |
$361K - $373K
|
131K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.41K+ 2.42% |
$356K - $368K
|
272K
$15.5M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.35KNew |
$352K - $364K
|
6.35K
$362K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
6.34K+ 3.37% |
$351K - $364K
|
194K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
6.26K+ 24.63% |
$347K - $359K
|
31.7K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 4.35% |
$346K - $358K
|
149K
$8.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.19KNew |
$343K - $355K
|
6.19K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.15K+ 34.93% |
$341K - $353K
|
23.7K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.12K+ 35.23% |
$339K - $351K
|
23.5K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.11K+ 70.24% |
$339K - $350K
|
14.8K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6KNew |
$333K - $344K
|
6K
$342K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.96K+ 6.51% |
$331K - $342K
|
97.6K
$5.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.94K+ 28.18% |
$329K - $341K
|
27K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.92K+ 9.0% |
$328K - $340K
|
71.7K
$4.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5.9K+ 9.03% |
$327K - $339K
|
71.3K
$4.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.9KNew |
$327K - $339K
|
5.9K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.85KNew |
$325K - $336K
|
5.85K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.73K+ 630.62% |
$318K - $329K
|
6.63K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.7KNew |
$316K - $327K
|
5.7K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.7K+ 1.0% |
$316K - $327K
|
574K
$32.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.69K+ 2.91% |
$316K - $327K
|
201K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.69KNew |
$315K - $326K
|
5.69K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.59K+ 2.27% |
$310K - $321K
|
252K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.42KNew |
$300K - $311K
|
5.42K
$309K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.42K+ 112.74% |
$300K - $311K
|
10.2K
$583K
|