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 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.2KNew |
$233K - $241K
|
4.2K
$244K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.18K+ 13.08% |
$232K - $240K
|
36.2K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.18K+ 6.02% |
$232K - $240K
|
73.5K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 6.64% |
$230K - $239K
|
66.7K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.15KNew |
$230K - $238K
|
4.15K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.12K+ 21.63% |
$229K - $237K
|
23.2K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.05KNew |
$225K - $232K
|
4.05K
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.04K+ 64.38% |
$224K - $232K
|
10.3K
$600K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.97K+ 42.03% |
$220K - $228K
|
13.4K
$781K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.96KNew |
$220K - $227K
|
3.96K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.96KNew |
$220K - $227K
|
3.96K
$230K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.94K+ 1.9% |
$219K - $226K
|
211K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
3.94K+ 1.46% |
$218K - $226K
|
273K
$15.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.93K+ 76.45% |
$218K - $225K
|
9.07K
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.88K+ 25.7% |
$215K - $223K
|
19K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.87K+ 59.62% |
$215K - $222K
|
10.4K
$603K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.86KNew |
$214K - $222K
|
3.86K
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 6.24% |
$213K - $221K
|
65.5K
$3.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.8K+ 5.51% |
$210K - $218K
|
72.7K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.79KNew |
$210K - $217K
|
3.79K
$220K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.78K+ 18.68% |
$210K - $217K
|
24K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.78K+ 3.4% |
$210K - $217K
|
115K
$6.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.72K+ 33.3% |
$206K - $213K
|
14.9K
$867K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.7K+ 163.98% |
$205K - $212K
|
5.95K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3.68KNew |
$204K - $211K
|
3.68K
$214K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
3.68K+ 2.1% |
$204K - $211K
|
179K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.68K+ 12.7% |
$204K - $211K
|
32.6K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.67KNew |
$204K - $211K
|
3.67K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.67KNew |
$203K - $210K
|
3.67K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.66K+ 8.21% |
$203K - $210K
|
48.2K
$2.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.66K+ 5.88% |
$203K - $210K
|
65.8K
$3.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.65K+ 123.76% |
$202K - $210K
|
6.6K
$384K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.64K+ 6.72% |
$202K - $209K
|
57.8K
$3.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
3.64KNew |
$202K - $209K
|
3.64K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.62KNew |
$200K - $207K
|
3.62K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$200K - $206K
|
3.6K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.6KNew |
$199K - $206K
|
3.6K
$209K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.58KNew |
$199K - $206K
|
3.58K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.58K+ 3.48% |
$199K - $205K
|
106K
$6.19M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.58K+ 6.27% |
$198K - $205K
|
60.6K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.57K+ 9.31% |
$198K - $205K
|
42K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.56K+ 12.07% |
$197K - $204K
|
33K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 10.42% |
$197K - $204K
|
37.7K
$2.19M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.53KNew |
$196K - $203K
|
3.53K
$205K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 7.81% |
$190K - $197K
|
47.3K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.4K+ 10.96% |
$188K - $195K
|
34.4K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.38K+ 0.2% |
$187K - $194K
|
1.72M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.37K+ 8.77% |
$187K - $194K
|
41.9K
$2.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.34K+ 1.03% |
$185K - $192K
|
327K
$19M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.31K+ 13.26% |
$184K - $190K
|
28.3K
$1.65M
|