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 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 2.35% |
$58.8K - $63.7K
|
46.6K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.07K+ 15.74% |
$58.7K - $63.6K
|
7.86K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.07K+ 18.05% |
$58.6K - $63.4K
|
6.97K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
1.04K+ 5.08% |
$57.1K - $61.8K
|
21.5K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 0.96% |
$55.5K - $60.1K
|
106K
$6.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.01K+ 5.6% |
$55.5K - $60.1K
|
19.1K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.01K+ 1.38% |
$55.3K - $59.9K
|
73.7K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.01K+ 2.39% |
$55.3K - $59.9K
|
43.2K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1K+ 3.81% |
$55.2K - $59.7K
|
27.4K
$1.66M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
976+ 2.39% |
$53.7K - $58.1K
|
41.8K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
972+ 26.82% |
$53.4K - $57.8K
|
4.6K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
941+ 1.42% |
$51.7K - $56K
|
67K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
933+ 14.59% |
$51.3K - $55.5K
|
7.33K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
933+ 1.74% |
$51.3K - $55.5K
|
54.5K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
929+ 20.97% |
$51.1K - $55.3K
|
5.36K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
878+ 2.74% |
$48.3K - $52.2K
|
32.9K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
864+ 1.21% |
$47.5K - $51.4K
|
72.5K
$4.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
856+ 2.49% |
$47.1K - $50.9K
|
35.2K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
852+ 16.67% |
$46.8K - $50.7K
|
5.96K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
830+ 10.92% |
$45.6K - $49.4K
|
8.43K
$511K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
829+ 16.12% |
$45.6K - $49.3K
|
5.97K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
828New |
$45.5K - $49.3K
|
828
$50.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
812+ 21.69% |
$44.6K - $48.3K
|
4.56K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
800+ 2.45% |
$44K - $47.6K
|
33.4K
$2.03M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 100.0% |
$44K - $47.6K
|
1.6K
$97.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
762+ 50.8% |
$41.9K - $45.3K
|
2.26K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
735+ 7.21% |
$40.4K - $43.7K
|
10.9K
$663K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
725+ 15.26% |
$39.9K - $43.1K
|
5.48K
$332K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
715+ 1.24% |
$39.3K - $42.5K
|
58.5K
$3.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
700+ 13.58% |
$38.5K - $41.7K
|
5.86K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
695+ 18.91% |
$38.2K - $41.4K
|
4.37K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
684+ 0.66% |
$37.6K - $40.7K
|
104K
$6.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
682+ 12.17% |
$37.5K - $40.6K
|
6.29K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
679+ 1.35% |
$37.3K - $40.4K
|
51.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
667+ 4.8% |
$36.7K - $39.7K
|
14.6K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
653+ 4.19% |
$35.9K - $38.9K
|
16.2K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
649+ 13.96% |
$35.7K - $38.6K
|
5.3K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
625New |
$34.4K - $37.2K
|
625
$37.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
605New |
$33.3K - $36K
|
605
$36.7K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
596+ 5.58% |
$32.8K - $35.5K
|
11.3K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
588+ 2.4% |
$32.3K - $35K
|
25.1K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
577+ 2.12% |
$31.7K - $34.3K
|
27.8K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
567+ 20.59% |
$31.2K - $33.7K
|
3.32K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
565+ 0.88% |
$31.1K - $33.6K
|
64.9K
$3.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
557+ 2.9% |
$30.6K - $33.1K
|
19.8K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
535+ 1.11% |
$29.4K - $31.8K
|
48.8K
$2.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
535+ 2.53% |
$29.4K - $31.8K
|
21.7K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
524+ 11.12% |
$28.8K - $31.2K
|
5.24K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
524+ 2.5% |
$28.8K - $31.2K
|
21.5K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
522+ 6.6% |
$28.7K - $31.1K
|
8.43K
$512K
|