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 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25.8K- 3.95% |
$1.42M - $1.54M
|
627K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-26.3K- 21.67% |
$1.45M - $1.57M
|
95.2K
$5.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.5K- 83.82% |
$1.51M - $1.63M
|
5.3K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28K- 20.33% |
$1.54M - $1.67M
|
110K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.3K- 18.57% |
$1.55M - $1.68M
|
124K
$7.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.5K- 15.11% |
$1.56M - $1.69M
|
160K
$9.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31.6K- 6.27% |
$1.74M - $1.88M
|
472K
$28.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-33.9K- 5.47% |
$1.87M - $2.02M
|
587K
$35.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-36K- 60.96% |
$1.98M - $2.14M
|
23.1K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-36.2K- 43.59% |
$1.99M - $2.15M
|
46.9K
$2.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-36.6K- 10.65% |
$2.01M - $2.18M
|
307K
$18.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36.7K- 14.09% |
$2.02M - $2.18M
|
224K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38.7K- 77.0% |
$2.13M - $2.3M
|
11.6K
$701K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-40.3K- 42.1% |
$2.22M - $2.4M
|
55.4K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41.7K- 17.56% |
$2.29M - $2.48M
|
196K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-41.9K- 23.47% |
$2.3M - $2.49M
|
137K
$8.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-41.9K- 12.22% |
$2.3M - $2.49M
|
301K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-44K- 82.58% |
$2.42M - $2.62M
|
9.28K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.9K- 20.05% |
$2.69M - $2.91M
|
195K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-51.1K- 23.62% |
$2.81M - $3.04M
|
165K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56K- 18.39% |
$3.08M - $3.33M
|
248K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-61.9K- 88.71% |
$3.4M - $3.68M
|
7.87K
$478K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-62.2K- 99.73% |
$3.42M - $3.7M
|
171
$10.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.2K- 81.03% |
$3.53M - $3.82M
|
15K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-72.2K- 47.07% |
$3.97M - $4.3M
|
81.2K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-78K- 56.77% |
$4.29M - $4.64M
|
59.4K
$3.6M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80K- 21.41% |
$4.4M - $4.76M
|
293K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85.6K- 20.21% |
$4.7M - $5.09M
|
338K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-99.3K- 36.22% |
$5.46M - $5.91M
|
175K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-106K- 13.62% |
$5.81M - $6.28M
|
670K
$40.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-108K- 11.28% |
$5.92M - $6.41M
|
846K
$51.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-116K- 14.09% |
$6.37M - $6.89M
|
706K
$42.8M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138K- 37.18% |
$7.6M - $8.23M
|
234K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-149K- 99.96% |
$8.18M - $8.85M
|
56
$3.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-149K- 94.58% |
$8.2M - $8.88M
|
8.54K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-150K- 37.87% |
$8.23M - $8.9M
|
246K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 1.21% |
$8.39M - $9.08M
|
12.5M
$759M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-174K- 39.31% |
$9.57M - $10.4M
|
269K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-191K- 12.26% |
$10.5M - $11.4M
|
1.37M
$83M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-218K- 13.07% |
$12M - $13M
|
1.45M
$88.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-229K- 13.97% |
$12.6M - $13.6M
|
1.41M
$85.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-287K- 98.28% |
$15.8M - $17.1M
|
5.03K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-316K- 34.21% |
$17.4M - $18.8M
|
608K
$36.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333K- 13.76% |
$18.3M - $19.8M
|
2.09M
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-339K- 8.09% |
$18.6M - $20.2M
|
3.85M
$234M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-498K- 73.34% |
$27.4M - $29.7M
|
181K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-515K- 79.06% |
$28.3M - $30.6M
|
136K
$8.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-660K- 39.34% |
$36.3M - $39.2M
|
1.02M
$61.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-665K- 82.55% |
$36.6M - $39.6M
|
141K
$8.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-752K- 10.58% |
$41.3M - $44.7M
|
6.35M
$385M
|