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 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
200+ 4.21% |
$11K - $11.9K
|
4.96K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
199+ 4.51% |
$10.9K - $11.8K
|
4.61K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
194+ 1.13% |
$10.7K - $11.5K
|
17.3K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
190+ 0.57% |
$10.4K - $11.3K
|
33.3K
$2.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
179+ 3.98% |
$9.84K - $10.7K
|
4.68K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
179+ 1.81% |
$9.84K - $10.7K
|
10K
$609K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
174+ 2.2% |
$9.57K - $10.4K
|
8.07K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
165+ 0.69% |
$9.07K - $9.82K
|
24K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
165+ 2.21% |
$9.07K - $9.82K
|
7.62K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
161+ 27.06% |
$8.85K - $9.58K
|
756
$45.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
157New |
$8.63K - $9.34K
|
157
$9.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
150+ 3.57% |
$8.25K - $8.93K
|
4.35K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
148+ 0.9% |
$8.14K - $8.81K
|
16.7K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
141+ 1.89% |
$7.75K - $8.39K
|
7.59K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
139+ 1.6% |
$7.64K - $8.27K
|
8.8K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
132+ 1.81% |
$7.26K - $7.86K
|
7.43K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
128New |
$7.04K - $7.62K
|
128
$7.77K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
126+ 2.37% |
$6.93K - $7.5K
|
5.45K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
116+ 1.18% |
$6.38K - $6.9K
|
9.92K
$602K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
110+ 1.81% |
$6.05K - $6.55K
|
6.19K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
108+ 1.1% |
$5.94K - $6.43K
|
9.92K
$602K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 0.11% |
$5.88K - $6.37K
|
101K
$6.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 1.83% |
$5.5K - $5.95K
|
5.57K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
95+ 1.62% |
$5.22K - $5.65K
|
5.95K
$361K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 1.9% |
$5.11K - $5.53K
|
4.99K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
91New |
$5K - $5.42K
|
91
$5.52K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
90+ 1.81% |
$4.95K - $5.36K
|
5.07K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
89New |
$4.89K - $5.3K
|
89
$5.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
86+ 0.24% |
$4.73K - $5.12K
|
35.5K
$2.15M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
86+ 1.3% |
$4.73K - $5.12K
|
6.69K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
85+ 11.33% |
$4.67K - $5.06K
|
835
$50.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
81+ 1.79% |
$4.45K - $4.82K
|
4.6K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
79+ 0.43% |
$4.34K - $4.7K
|
18.6K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77New |
$4.23K - $4.58K
|
77
$4.67K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
75+ 0.48% |
$4.12K - $4.46K
|
15.6K
$944K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
60+ 0.99% |
$3.3K - $3.57K
|
6.12K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.2% |
$3.08K - $3.33K
|
28.4K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
56+ 1.34% |
$3.08K - $3.33K
|
4.25K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
56+ 1.56% |
$3.08K - $3.33K
|
3.64K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
53+ 0.62% |
$2.91K - $3.15K
|
8.65K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
50+ 0.23% |
$2.75K - $2.98K
|
21.5K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
50+ 1.39% |
$2.75K - $2.98K
|
3.65K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
50+ 0.29% |
$2.75K - $2.98K
|
17.2K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
47+ 0.39% |
$2.58K - $2.8K
|
12K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40+ 0.63% |
$2.2K - $2.38K
|
6.34K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 1.13% |
$2.14K - $2.32K
|
3.48K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37New |
$2.03K - $2.2K
|
37
$2.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
32+ 0.71% |
$1.76K - $1.9K
|
4.57K
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 1.81% |
$1.65K - $1.79K
|
1.69K
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
29+ 0.43% |
$1.59K - $1.73K
|
6.78K
$411K
|