Purchases and Sales Made in Q3 2024 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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 07, 2024 Q3 2024
Legacy Private Trust Co.

BUY
 -
9.76K
+ 7.37%
$537K - $581K
142K $8.07M
Oct 23, 2024 Q3 2024
Cambridge Advisors Inc.

BUY
 -
9.75K
+ 7.6%
$536K - $580K
138K $7.84M
Nov 07, 2024 Q3 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
9.74K
+ 72.09%
$536K - $580K
23.3K $1.32M
Dec 13, 2024 Q3 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
9.56K
+ 12.55%
$526K - $569K
85.8K $4.87M
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
9.55K
+ 5.27%
$525K - $568K
191K $10.8M
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
9.25K
+ 11.75%
$508K - $550K
87.9K $4.99M
Oct 24, 2024 Q3 2024
Sterling Investment Advisors, Ltd.

BUY
 -
9.18K
+ 11.23%
$505K - $546K
90.9K $5.16M
Oct 24, 2024 Q3 2024
Autumn Glory Partners, LLC

BUY
 -
9.09K
+ 45.03%
$500K - $541K
29.3K $1.66M
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
9.07K
+ 19.2%
$499K - $540K
56.3K $3.2M
Nov 04, 2024 Q3 2024
Patten & Patten Inc

BUY
 -
9.03K
+ 2.21%
$496K - $537K
417K $23.7M
Nov 14, 2024 Q3 2024
B&L Asset Management LLC

Boston, MA
BUY
 -
8.8K
New
$484K - $524K
8.8K $500K
Oct 07, 2024 Q3 2024
Herbst Group, LLC

Westport, CT
BUY
 -
8.67K
+ 20.68%
$477K - $516K
50.6K $2.87M
Oct 25, 2024 Q3 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.67K
+ 8.56%
$477K - $516K
110K $6.24M
Oct 24, 2024 Q3 2024
Bouchey Financial Group LTD

BUY
 -
8.64K
+ 2.14%
$475K - $514K
412K $23.4M
Nov 12, 2024 Q3 2024
Cornerstone Advisory, LLC

BUY
 -
8.59K
+ 0.5%
$472K - $511K
1.73M $98.1M
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
8.58K
+ 1.99%
$472K - $511K
441K $25M
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
8.53K
+ 2.72%
$469K - $508K
322K $18.3M
Oct 16, 2024 Q3 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
8.5K
+ 11.44%
$467K - $506K
82.7K $4.7M
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
8.4K
+ 3.71%
$462K - $500K
235K $13.3M
Nov 13, 2024 Q3 2024
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
8.38K
New
$461K - $499K
8.38K $476K
Oct 31, 2024 Q3 2024
N.E.W. Advisory Services LLC

BUY
 -
8.36K
+ 13.78%
$459K - $497K
69K $3.92M
Oct 25, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
8.34K
+ 15.43%
$458K - $496K
62.4K $3.54M
Nov 04, 2024 Q3 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
8.29K
+ 186.96%
$456K - $493K
12.7K $723K
Nov 14, 2024 Q3 2024
Coastal Bridge Advisors, LLC

BUY
 -
8.29K
+ 1.61%
$456K - $493K
523K $29.7M
Nov 12, 2024 Q3 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
8.25K
New
$454K - $491K
8.25K $469K
Oct 25, 2024 Q3 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
8.25K
+ 11.35%
$453K - $491K
80.9K $4.59M
Nov 15, 2024 Q3 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
8.24K
+ 1.26%
$453K - $490K
660K $37.5M
Nov 01, 2024 Q3 2024
Executive Wealth Management, LLC

BUY
 -
8.23K
+ 8.97%
$453K - $490K
100K $5.68M
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
8.18K
+ 3.01%
$450K - $487K
280K $15.9M
Oct 16, 2024 Q3 2024
Onyx Bridge Wealth Group LLC

BUY
 -
8.16K
+ 22.26%
$449K - $486K
44.8K $2.55M
Nov 12, 2024 Q3 2024
Signature Securities Group Corporation

BUY
 -
8.09K
+ 19.63%
$445K - $481K
49.3K $2.8M
Oct 18, 2024 Q3 2024
Calton & Associates, Inc.

BUY
 -
8.07K
New
$444K - $480K
8.07K $458K
Oct 31, 2024 Q3 2024
Advisor Resource Council

BUY
 -
8.01K
+ 77.67%
$440K - $476K
18.3K $1.04M
Oct 21, 2024 Q3 2024
Kennedy Investment Group

West Depford, NJ
BUY
 -
7.76K
+ 8.63%
$427K - $462K
97.7K $5.55M
Nov 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
7.75K
New
$426K - $461K
7.75K $440K
Nov 04, 2024 Q3 2024
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
7.7K
+ 17.12%
$423K - $458K
52.7K $2.99M
Nov 04, 2024 Q3 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
7.55K
+ 28.09%
$415K - $449K
34.4K $1.96M
Oct 18, 2024 Q3 2024
Resonant Capital Advisors, LLC

BUY
 -
7.55K
+ 5.72%
$415K - $449K
140K $7.92M
Nov 12, 2024 Q3 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
7.53K
+ 9.97%
$414K - $448K
83K $4.71M
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
7.32K
+ 16.0%
$403K - $436K
53.1K $3.01M
Nov 06, 2024 Q3 2024
Signature Estate & Investment Advisors LLC

BUY
 -
7.14K
+ 18.47%
$392K - $425K
45.8K $2.6M
Nov 06, 2024 Q3 2024
Oak Harbor Wealth Partners, LLC

BUY
 -
7.11K
+ 13.05%
$391K - $423K
61.6K $3.5M
Nov 12, 2024 Q3 2024
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
7.11K
+ 24.63%
$391K - $423K
36K $2.04M
Oct 30, 2024 Q3 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
7.1K
+ 35.1%
$391K - $423K
27.3K $1.55M
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
7.09K
+ 7.48%
$390K - $422K
102K $5.79M
Nov 04, 2024 Q3 2024
Fountainhead Am, LLC

Warren, NJ
BUY
 -
7.07K
+ 59.2%
$389K - $421K
19K $1.08M
Nov 04, 2024 Q3 2024
Sky Oak Wealth, LLC

BUY
 -
7.05K
+ 20.71%
$388K - $420K
41.1K $2.33M
Oct 21, 2024 Q3 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
7.02K
+ 131.79%
$386K - $418K
12.3K $701K
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
7.02K
+ 3.35%
$386K - $418K
217K $12.3M

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