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 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 0.54% |
$176K - $190K
|
588K
$35.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.61% |
$178K - $193K
|
54.5K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.26K- 48.3% |
$179K - $194K
|
3.49K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 75.28% |
$183K - $198K
|
1.09K
$66.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.33K- 8.84% |
$183K - $198K
|
34.4K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.37K- 24.59% |
$186K - $201K
|
10.3K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-3.38K- 23.7% |
$186K - $201K
|
10.9K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.39K- 7.03% |
$186K - $202K
|
44.8K
$2.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.47K- 1.26% |
$191K - $207K
|
272K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-3.61K- 1.81% |
$198K - $215K
|
195K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.7K- 79.4% |
$203K - $220K
|
960
$58.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.15K- 17.44% |
$228K - $247K
|
19.7K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 5.05% |
$229K - $248K
|
78.4K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 6.21% |
$231K - $250K
|
63.5K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.31K- 8.21% |
$237K - $256K
|
48.1K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.31K- 2.85% |
$237K - $257K
|
147K
$8.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.38K- 11.83% |
$241K - $261K
|
32.7K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.42K- 0.17% |
$243K - $263K
|
2.57M
$156M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.46K- 6.64% |
$245K - $265K
|
62.6K
$3.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.6K- 2.54% |
$253K - $274K
|
177K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.68K- 8.34% |
$257K - $278K
|
51.4K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.79K- 12.68% |
$263K - $285K
|
32.9K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.85K- 71.16% |
$267K - $289K
|
1.97K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-5.16K- 12.91% |
$284K - $307K
|
34.8K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.18K- 4.65% |
$285K - $308K
|
106K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.28K- 3.74% |
$290K - $314K
|
136K
$8.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.32K- 8.6% |
$292K - $316K
|
56.5K
$3.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.4K- 8.11% |
$297K - $321K
|
61.2K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.5K- 39.64% |
$302K - $327K
|
8.37K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.54K- 50.24% |
$304K - $329K
|
5.48K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.65K- 2.81% |
$311K - $336K
|
196K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.8K- 5.85% |
$319K - $345K
|
93.3K
$5.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-5.84K- 45.61% |
$321K - $348K
|
6.97K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.87K- 18.54% |
$323K - $349K
|
25.8K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.87K- 39.0% |
$323K - $350K
|
9.19K
$557K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-5.94K- 1.16% |
$327K - $353K
|
505K
$30.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.05K- 20.24% |
$332K - $360K
|
23.8K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.16K- 1.61% |
$339K - $367K
|
376K
$22.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.19K- 7.97% |
$340K - $368K
|
71.5K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.4K- 3.84% |
$352K - $381K
|
160K
$9.73M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.49K- 20.32% |
$357K - $386K
|
25.4K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.62K- 42.88% |
$364K - $394K
|
8.82K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.74K- 3.81% |
$370K - $401K
|
170K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-6.8K- 4.44% |
$374K - $404K
|
146K
$8.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.36K- 24.43% |
$405K - $438K
|
22.8K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.49K- 25.48% |
$412K - $446K
|
21.9K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-7.65K- 5.03% |
$421K - $455K
|
144K
$8.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-7.85K- 4.39% |
$432K - $467K
|
171K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.95K- 58.03% |
$437K - $473K
|
5.75K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.96K- 7.14% |
$438K - $474K
|
104K
$6.29M
|