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 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-64- 0.94% |
$3.52K - $3.81K
|
6.71K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-71- 1.54% |
$3.9K - $4.23K
|
4.54K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-80- 2.17% |
$4.4K - $4.76K
|
3.6K
$213K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-86- 2.84% |
$4.73K - $5.12K
|
2.94K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-89- 34.23% |
$4.89K - $5.3K
|
171
$10.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-90- 9.38% |
$4.95K - $5.36K
|
869
$51.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-90- 1.9% |
$4.95K - $5.36K
|
4.64K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-92- 0.3% |
$5.06K - $5.47K
|
30.2K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-94- 1.96% |
$5.17K - $5.59K
|
4.71K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-97- 3.52% |
$5.33K - $5.77K
|
2.66K
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-99- 1.94% |
$5.44K - $5.89K
|
5.01K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-99- 0.74% |
$5.44K - $5.89K
|
13.3K
$788K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-100- 0.32% |
$5.5K - $5.95K
|
30.8K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 2.5% |
$5.5K - $5.95K
|
3.91K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.5K - $5.95K
|
29.8K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-103- 6.69% |
$5.66K - $6.13K
|
1.44K
$85K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-111- 0.27% |
$6.1K - $6.61K
|
41.3K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-114- 1.43% |
$6.27K - $6.78K
|
7.84K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-115- 2.58% |
$6.32K - $6.84K
|
4.35K
$257K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-120- 0.12% |
$6.6K - $7.14K
|
102K
$6.02M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-135- 0.66% |
$7.42K - $8.03K
|
20.2K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-135- 0.57% |
$7.42K - $8.03K
|
23.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-135- 0.11% |
$7.42K - $8.03K
|
122K
$7.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-139- 0.1% |
$7.64K - $8.27K
|
146K
$8.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-147- 1.82% |
$8.08K - $8.75K
|
7.93K
$469K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-153- 3.11% |
$8.41K - $9.11K
|
4.77K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-166- 2.14% |
$9.13K - $9.88K
|
7.6K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-167- 0.84% |
$9.18K - $9.94K
|
19.8K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-168- 0.15% |
$9.24K - $10K
|
110K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-172- 0.26% |
$9.46K - $10.2K
|
67K
$3.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 0.53% |
$9.57K - $10.4K
|
32.8K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-176- 4.87% |
$9.68K - $10.5K
|
3.44K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-186- 1.1% |
$10.2K - $11.1K
|
16.7K
$990K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-188- 10.0% |
$10.3K - $11.2K
|
1.69K
$100K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 4.5% |
$11K - $11.9K
|
4.24K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-201- 4.1% |
$11.1K - $12K
|
4.7K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-210- 1.08% |
$11.5K - $12.5K
|
19.2K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-213- 3.42% |
$11.7K - $12.7K
|
6.01K
$356K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-216- 0.67% |
$11.9K - $12.9K
|
32.3K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-218- 1.35% |
$12K - $13K
|
16K
$945K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-226- 4.49% |
$12.4K - $13.4K
|
4.81K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-227- 5.7% |
$12.5K - $13.5K
|
3.76K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-250- 0.78% |
$13.7K - $14.9K
|
31.9K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-252- 2.7% |
$13.9K - $15K
|
9.09K
$538K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-263- 0.98% |
$14.5K - $15.7K
|
26.5K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-298- 1.01% |
$16.4K - $17.7K
|
29.3K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-302- 0.1% |
$16.6K - $18K
|
293K
$17.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-303- 2.22% |
$16.7K - $18K
|
13.3K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-344- 3.92% |
$18.9K - $20.5K
|
8.43K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.64% |
$19.1K - $20.6K
|
53.6K
$3.17M
|