Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.54M+ 18.76% |
$194M - $210M
|
22.4M
$1.36B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54M+ 8.99% |
$139M - $151M
|
30.7M
$1.87B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27M+ 3.34% |
$70.1M - $75.8M
|
39.4M
$2.39B
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
711K+ 748.48% |
$39.1M - $42.3M
|
806K
$48.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
612KNew |
$33.6M - $36.4M
|
612K
$37.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
492KNew |
$27.1M - $29.3M
|
492K
$29.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
416K+ 28.03% |
$22.9M - $24.8M
|
1.9M
$115M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
376K+ 16.85% |
$20.7M - $22.4M
|
2.61M
$158M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375K+ 17.59% |
$20.6M - $22.3M
|
2.51M
$152M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
285K+ 8.44% |
$15.7M - $17M
|
3.67M
$222M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
281K+ 883.62% |
$15.5M - $16.7M
|
313K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
277K+ 5.26% |
$15.2M - $16.5M
|
5.54M
$336M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
257KNew |
$14.1M - $15.3M
|
257K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
254KNew |
$14M - $15.1M
|
254K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
253KNew |
$13.9M - $15.1M
|
253K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
232K+ 3.37% |
$12.8M - $13.8M
|
7.13M
$432M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
224K+ 35.11% |
$12.3M - $13.3M
|
860K
$52.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218K+ 11462.97% |
$12M - $13M
|
220K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
213K+ 103.95% |
$11.7M - $12.6M
|
417K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
205K+ 22.56% |
$11.3M - $12.2M
|
1.12M
$67.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
201KNew |
$11.1M - $12M
|
201K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
184K+ 239.87% |
$10.1M - $11M
|
261K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
178K+ 44.6% |
$9.77M - $10.6M
|
576K
$35M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
149K+ 11.79% |
$8.21M - $8.89M
|
1.42M
$85.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
147K+ 11.97% |
$8.05M - $8.72M
|
1.37M
$83.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
141KNew |
$7.78M - $8.42M
|
141K
$8.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
137KNew |
$7.56M - $8.18M
|
137K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136K+ 6.97% |
$7.48M - $8.1M
|
2.09M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129K+ 2380.88% |
$7.09M - $7.68M
|
134K
$8.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128K+ 13.39% |
$7.06M - $7.64M
|
1.09M
$66M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117K+ 25.39% |
$6.45M - $6.98M
|
580K
$35.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 3.88% |
$6.18M - $6.69M
|
3.01M
$183M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110K+ 19.81% |
$6.06M - $6.56M
|
667K
$40.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
108KNew |
$5.94M - $6.43M
|
108K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
108KNew |
$5.93M - $6.42M
|
108K
$6.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
104K+ 23.56% |
$5.71M - $6.18M
|
545K
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
93.4KNew |
$5.14M - $5.56M
|
93.4K
$5.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
92.4K+ 5.31% |
$5.08M - $5.5M
|
1.83M
$111M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.2K+ 4.86% |
$4.96M - $5.37M
|
1.95M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
84.5K+ 84.25% |
$4.65M - $5.03M
|
185K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.4KNew |
$4.64M - $5.02M
|
84.4K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84.2K+ 28.56% |
$4.63M - $5.01M
|
379K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.9K+ 2.4% |
$4.61M - $4.99M
|
3.57M
$217M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
80.2K+ 7.51% |
$4.41M - $4.77M
|
1.15M
$69.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
76.7K+ 71.31% |
$4.22M - $4.57M
|
184K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
76.5KNew |
$4.2M - $4.55M
|
76.5K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
75.9KNew |
$4.17M - $4.52M
|
75.9K
$4.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
74.9K+ 12.97% |
$4.12M - $4.46M
|
652K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.6K+ 429.6% |
$4.1M - $4.44M
|
92K
$5.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
74.6K+ 28.64% |
$4.1M - $4.44M
|
335K
$20.3M
|