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 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.02K- 13.09% |
$111K - $120K
|
13.4K
$763K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 0.4% |
$112K - $121K
|
502K
$28.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.04K- 10.35% |
$112K - $121K
|
17.6K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.04K- 3.16% |
$112K - $122K
|
62.5K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.24K- 25.95% |
$123K - $133K
|
6.38K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.24K- 9.43% |
$123K - $133K
|
21.5K
$1.22M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.3K- 18.6% |
$127K - $137K
|
10.1K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.31K- 5.93% |
$127K - $137K
|
36.6K
$2.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 2.9% |
$130K - $141K
|
79K
$4.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.36K- 2.01% |
$130K - $141K
|
115K
$6.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.37K- 12.73% |
$130K - $141K
|
16.2K
$923K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 7.65% |
$131K - $142K
|
28.9K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.43K- 22.36% |
$134K - $145K
|
8.44K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 5.39% |
$136K - $147K
|
43.3K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.49K- 11.61% |
$137K - $148K
|
18.9K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.59K- 1.34% |
$142K - $154K
|
191K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 7.7% |
$148K - $160K
|
32.3K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.85K- 12.89% |
$157K - $170K
|
19.3K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.89K- 1.16% |
$159K - $172K
|
246K
$13.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.07K- 3.05% |
$169K - $183K
|
97.4K
$5.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.07K- 6.29% |
$169K - $183K
|
45.7K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.11K- 16.45% |
$171K - $185K
|
15.8K
$896K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.18K- 37.75% |
$175K - $189K
|
5.24K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 0.54% |
$176K - $190K
|
588K
$33.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.61% |
$178K - $193K
|
54.5K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.26K- 48.3% |
$179K - $194K
|
3.49K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 75.28% |
$183K - $198K
|
1.09K
$62K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.33K- 8.84% |
$183K - $198K
|
34.4K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.37K- 24.59% |
$186K - $201K
|
10.3K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-3.38K- 23.7% |
$186K - $201K
|
10.9K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.39K- 7.03% |
$186K - $202K
|
44.8K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.47K- 1.26% |
$191K - $207K
|
272K
$15.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-3.61K- 1.81% |
$198K - $215K
|
195K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.7K- 79.4% |
$203K - $220K
|
960
$54.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.15K- 17.44% |
$228K - $247K
|
19.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 5.05% |
$229K - $248K
|
78.4K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 6.21% |
$231K - $250K
|
63.5K
$3.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.31K- 8.21% |
$237K - $256K
|
48.1K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.31K- 2.85% |
$237K - $257K
|
147K
$8.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.38K- 11.83% |
$241K - $261K
|
32.7K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.42K- 0.17% |
$243K - $263K
|
2.57M
$146M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.46K- 6.64% |
$245K - $265K
|
62.6K
$3.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.6K- 2.54% |
$253K - $274K
|
177K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.68K- 8.34% |
$257K - $278K
|
51.4K
$2.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.79K- 12.68% |
$263K - $285K
|
32.9K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.85K- 71.16% |
$267K - $289K
|
1.97K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-5.16K- 12.91% |
$284K - $307K
|
34.8K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.18K- 4.65% |
$285K - $308K
|
106K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.28K- 3.74% |
$290K - $314K
|
136K
$7.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.32K- 8.6% |
$292K - $316K
|
56.5K
$3.21M
|