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
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.8K+ 34.4% |
$1.53M - $1.66M
|
109K
$6.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.1K+ 13.06% |
$1.49M - $1.61M
|
234K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.9K+ 13.62% |
$1.48M - $1.6M
|
224K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.7K+ 7.77% |
$1.47M - $1.59M
|
370K
$22.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.3K+ 8.37% |
$1.39M - $1.5M
|
327K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
24.5K+ 4.36% |
$1.35M - $1.46M
|
587K
$35.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.3K+ 16.8% |
$1.33M - $1.44M
|
169K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24K+ 18.35% |
$1.32M - $1.43M
|
154K
$9.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.8K+ 4.13% |
$1.31M - $1.42M
|
600K
$36.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
23.7KNew |
$1.3M - $1.41M
|
23.7K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.7KNew |
$1.3M - $1.41M
|
23.7K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
23.5K+ 4.85% |
$1.29M - $1.4M
|
508K
$30.8M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
23.3K+ 416.62% |
$1.28M - $1.39M
|
28.9K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
22.8K+ 32.32% |
$1.25M - $1.36M
|
93.4K
$5.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
22.8K+ 20.54% |
$1.25M - $1.36M
|
134K
$8.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22.6K+ 10.29% |
$1.24M - $1.35M
|
243K
$14.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 38.8% |
$1.23M - $1.33M
|
80.1K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22.3K+ 19.19% |
$1.22M - $1.33M
|
138K
$8.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.9KNew |
$1.2M - $1.3M
|
21.9K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
21.6K+ 15.24% |
$1.19M - $1.28M
|
163K
$9.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.5K+ 26.48% |
$1.18M - $1.28M
|
103K
$6.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.4K+ 1.91% |
$1.18M - $1.28M
|
1.14M
$69.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
20.9K+ 2.54% |
$1.15M - $1.24M
|
842K
$51.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.9K+ 2.63% |
$1.15M - $1.24M
|
815K
$49.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.9KNew |
$1.1M - $1.19M
|
19.9K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.2K+ 31.78% |
$1.06M - $1.14M
|
79.6K
$4.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18.9K+ 6.45% |
$1.04M - $1.13M
|
313K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
18.7K+ 13.9% |
$1.03M - $1.11M
|
153K
$9.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.7K+ 45.53% |
$1.03M - $1.11M
|
59.7K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 8.29% |
$1.01M - $1.1M
|
241K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18K+ 33.66% |
$989K - $1.07M
|
71.5K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17.8K+ 9.46% |
$981K - $1.06M
|
206K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.7K+ 4.74% |
$973K - $1.05M
|
391K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.6K+ 45.88% |
$970K - $1.05M
|
56.1K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.5K+ 31.86% |
$961K - $1.04M
|
72.4K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
17.4KNew |
$958K - $1.04M
|
17.4K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
17.3K+ 62.89% |
$950K - $1.03M
|
44.8K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17.2K+ 29.72% |
$946K - $1.02M
|
75.1K
$4.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
17.1K+ 16.14% |
$942K - $1.02M
|
123K
$7.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 6.44% |
$939K - $1.02M
|
282K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16.8K+ 20.95% |
$923K - $999K
|
96.9K
$5.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
16.8K+ 5.12% |
$921K - $997K
|
344K
$20.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16.3K+ 5.11% |
$898K - $972K
|
336K
$20.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
16K+ 18.77% |
$877K - $950K
|
101K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$866K - $937K
|
15.7K
$955K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 68.23% |
$865K - $937K
|
38.8K
$2.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.7K+ 27.76% |
$865K - $937K
|
72.4K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
15.7K+ 6.66% |
$862K - $933K
|
251K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
15.6KNew |
$859K - $930K
|
15.6K
$948K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
15.6K+ 26.18% |
$859K - $930K
|
75.3K
$4.57M
|