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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.69K+ 47.09% |
$93.1K - $101K
|
5.29K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.68K+ 3.69% |
$92.5K - $100K
|
47.3K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.67K+ 9.65% |
$92K - $99.6K
|
19K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 6.81% |
$90.9K - $98.4K
|
25.9K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 1.09% |
$90.7K - $98.2K
|
153K
$9.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.64K+ 2.42% |
$90K - $97.4K
|
69.2K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.59KNew |
$87.6K - $94.8K
|
1.59K
$96.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.59KNew |
$87.6K - $94.8K
|
1.59K
$96.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.57K+ 22.67% |
$86.3K - $93.4K
|
8.5K
$515K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.57K+ 10.27% |
$86.1K - $93.2K
|
16.8K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.53K+ 1.78% |
$84.2K - $91.1K
|
87.7K
$5.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.52K+ 10.24% |
$83.3K - $90.2K
|
16.3K
$990K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.51K+ 1.25% |
$83.2K - $90K
|
123K
$7.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.51K+ 2.98% |
$82.9K - $89.7K
|
52.1K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.5K+ 7.68% |
$82.3K - $89K
|
21K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.49K+ 0.74% |
$82K - $88.7K
|
202K
$12.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.48K+ 4.6% |
$81.4K - $88.1K
|
33.6K
$2.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.47K+ 11.11% |
$80.7K - $87.4K
|
14.7K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.44K+ 11.18% |
$79.1K - $85.6K
|
14.3K
$868K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.44K+ 2.68% |
$78.9K - $85.4K
|
54.9K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.43K+ 2.35% |
$78.8K - $85.3K
|
62.3K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 2.06% |
$78.4K - $84.9K
|
70.6K
$4.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.42K+ 16.79% |
$78.3K - $84.7K
|
9.91K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.41K+ 0.66% |
$77.6K - $84K
|
216K
$13.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.4K+ 8.76% |
$76.8K - $83.1K
|
17.3K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.39K+ 19.09% |
$76.6K - $82.9K
|
8.69K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.38K+ 0.42% |
$75.9K - $82.1K
|
331K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.38K+ 5.42% |
$75.8K - $82.1K
|
26.8K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.35K+ 1.15% |
$73.9K - $80K
|
119K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.34K+ 4.66% |
$73.8K - $79.9K
|
30.2K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.34KNew |
$73.6K - $79.6K
|
1.34K
$81.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.34K+ 1.21% |
$73.5K - $79.5K
|
112K
$6.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.33K+ 0.65% |
$73.2K - $79.2K
|
208K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33K+ 257.48% |
$72.9K - $78.9K
|
1.84K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.29K+ 10.75% |
$70.6K - $76.5K
|
13.2K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 5.75% |
$69.4K - $75.1K
|
23.2K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.25K+ 14.59% |
$68.5K - $74.1K
|
9.79K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 1.67% |
$67.9K - $73.5K
|
75.1K
$4.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.23K+ 1.0% |
$67.8K - $73.4K
|
125K
$7.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.22K+ 33.63% |
$67.2K - $72.8K
|
4.86K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.2K+ 11.84% |
$66.1K - $71.6K
|
11.4K
$690K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 9.78% |
$66K - $71.4K
|
13.5K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.2K+ 1.68% |
$65.9K - $71.4K
|
72.5K
$4.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.17K+ 40.68% |
$64.3K - $69.6K
|
4.04K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 10.17% |
$63.9K - $69.2K
|
12.6K
$764K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.16K+ 3.88% |
$63.8K - $69.1K
|
31.1K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.13K+ 3.87% |
$62.2K - $67.3K
|
30.4K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.12K+ 1.17% |
$61.3K - $66.4K
|
96.6K
$5.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.1K+ 2.52% |
$60.3K - $65.2K
|
44.6K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.08K+ 1.58% |
$59.4K - $64.3K
|
69.4K
$4.21M
|