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 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 56.64% |
$841K - $911K
|
42.3K
$2.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15.3K+ 4.56% |
$841K - $911K
|
351K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$835K - $904K
|
15.2K
$922K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.9K+ 8.99% |
$819K - $887K
|
181K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
14.7K+ 12.9% |
$809K - $875K
|
129K
$7.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.3K+ 9.87% |
$788K - $853K
|
160K
$9.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14.2K+ 5.57% |
$781K - $846K
|
269K
$16.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 4.73% |
$775K - $839K
|
312K
$18.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 3.5% |
$764K - $827K
|
411K
$24.9M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
13.7KNew |
$755K - $817K
|
13.7K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
13.6KNew |
$749K - $811K
|
13.6K
$827K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.1K+ 6.18% |
$718K - $777K
|
224K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.9K+ 3.04% |
$711K - $769K
|
438K
$26.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
12.9K+ 8.47% |
$710K - $769K
|
165K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 7.69% |
$708K - $766K
|
180K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.6K+ 13.13% |
$693K - $750K
|
109K
$6.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.6K+ 28.56% |
$691K - $748K
|
56.6K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
12.6K+ 47.51% |
$691K - $748K
|
39K
$2.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.3K+ 4.46% |
$676K - $732K
|
288K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.1K+ 7.65% |
$668K - $723K
|
171K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
12KNew |
$662K - $717K
|
12K
$731K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12KNew |
$662K - $717K
|
12K
$731K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
12K+ 264.41% |
$660K - $714K
|
16.5K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.8K+ 9.3% |
$647K - $700K
|
138K
$8.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.7K+ 79.06% |
$644K - $697K
|
26.5K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6K+ 5.25% |
$637K - $690K
|
233K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.4K+ 0.34% |
$629K - $680K
|
3.42M
$207M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
11.3K+ 5.33% |
$622K - $673K
|
224K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.2KNew |
$618K - $669K
|
11.2K
$682K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.1K+ 3.21% |
$612K - $663K
|
358K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
11KNew |
$602K - $652K
|
11K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.9K+ 122.4% |
$602K - $651K
|
19.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.9KNew |
$599K - $649K
|
10.9K
$661K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10.7K+ 16.31% |
$587K - $635K
|
76.1K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6KNew |
$585K - $633K
|
10.6K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.6K+ 98.7% |
$585K - $633K
|
21.4K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.6K+ 12.6% |
$584K - $633K
|
95K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.5K+ 9.65% |
$576K - $623K
|
119K
$7.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$574K - $621K
|
10.4K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 6.95% |
$571K - $618K
|
160K
$9.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.4KNew |
$571K - $618K
|
10.4K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.3K+ 11.78% |
$565K - $612K
|
97.6K
$5.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$554K - $600K
|
10.1K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10KNew |
$550K - $596K
|
10K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.93K+ 16.99% |
$546K - $591K
|
68.4K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
9.88K+ 25.74% |
$543K - $588K
|
48.2K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.76K+ 7.37% |
$537K - $581K
|
142K
$8.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.75K+ 7.6% |
$536K - $580K
|
138K
$8.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.74K+ 72.09% |
$536K - $580K
|
23.3K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9.55K+ 5.27% |
$525K - $568K
|
191K
$11.6M
|