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 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-580- 3.69% |
$31.9K - $34.5K
|
15.2K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-581- 2.43% |
$31.9K - $34.6K
|
23.3K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-590- 2.02% |
$32.4K - $35.1K
|
28.6K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-606- 6.28% |
$33.3K - $36.1K
|
9.04K
$548K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-623- 1.25% |
$34.3K - $37.1K
|
49.1K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-628- 84.75% |
$34.5K - $37.4K
|
113
$6.86K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-630- 1.2% |
$34.6K - $37.5K
|
51.9K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$540K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-638- 2.83% |
$35.1K - $38K
|
21.9K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-664- 10.5% |
$36.5K - $39.5K
|
5.66K
$343K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-695- 2.88% |
$38.2K - $41.4K
|
23.4K
$1.42M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-704- 29.07% |
$38.7K - $41.9K
|
1.72K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-709- 13.78% |
$39K - $42.2K
|
4.44K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-732- 2.23% |
$40.2K - $43.6K
|
32.2K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-736- 31.66% |
$40.5K - $43.8K
|
1.59K
$96.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-756- 5.11% |
$41.6K - $45K
|
14K
$851K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-763- 3.86% |
$41.9K - $45.4K
|
19K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-764- 16.55% |
$42K - $45.5K
|
3.85K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-779- 3.7% |
$42.8K - $46.4K
|
20.3K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-792- 3.83% |
$43.5K - $47.1K
|
19.9K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-800- 4.95% |
$44K - $47.6K
|
15.4K
$933K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-806- 15.93% |
$44.3K - $48K
|
4.26K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-817- 9.01% |
$44.9K - $48.6K
|
8.25K
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-841- 7.7% |
$46.2K - $50K
|
10.1K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-876- 56.44% |
$48.2K - $52.1K
|
676
$41K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-885- 13.52% |
$48.7K - $52.7K
|
5.66K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-898- 7.47% |
$49.4K - $53.4K
|
11.1K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-943- 5.73% |
$51.8K - $56.1K
|
15.5K
$941K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-950- 4.25% |
$52.2K - $56.5K
|
21.4K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-973- 8.32% |
$53.5K - $57.9K
|
10.7K
$651K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-983- 4.54% |
$54K - $58.5K
|
20.7K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1K- 9.01% |
$55.2K - $59.7K
|
10.1K
$615K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1K- 7.68% |
$55.2K - $59.7K
|
12.1K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.67% |
$56.8K - $61.5K
|
17.2K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.08K- 6.78% |
$59.6K - $64.5K
|
14.9K
$905K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 0.71% |
$60.3K - $65.2K
|
153K
$9.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.13K- 3.27% |
$62K - $67.1K
|
33.4K
$2.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.06% |
$63.8K - $69K
|
36.8K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 24.74% |
$65.5K - $70.9K
|
3.62K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2K- 0.8% |
$66.1K - $71.6K
|
148K
$9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.21K- 2.95% |
$66.5K - $71.9K
|
39.7K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 57.5% |
$69.8K - $75.5K
|
938
$56.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.66% |
$70.1K - $75.9K
|
75.7K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.29K- 3.06% |
$70.6K - $76.5K
|
40.7K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.3K- 2.0% |
$71.5K - $77.4K
|
63.6K
$3.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 12.1% |
$72.1K - $78.1K
|
9.53K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.34K- 15.43% |
$73.8K - $79.9K
|
7.36K
$446K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.34K- 10.23% |
$73.8K - $79.9K
|
11.8K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.35K- 5.71% |
$73.9K - $80K
|
22.2K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.35K- 3.13% |
$74.1K - $80.2K
|
41.7K
$2.53M
|