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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.85K+ 2.11% |
$377K - $408K
|
332K
$20.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.84K+ 29.52% |
$376K - $407K
|
30K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.79K+ 5.24% |
$373K - $404K
|
136K
$8.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.74K+ 10.24% |
$370K - $401K
|
72.5K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
6.73K+ 11.31% |
$370K - $401K
|
66.2K
$4.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6.58KNew |
$362K - $392K
|
6.58K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.57K+ 47.5% |
$361K - $391K
|
20.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.52K+ 125.13% |
$358K - $388K
|
11.7K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.48K+ 6.26% |
$356K - $386K
|
110K
$6.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.45KNew |
$354K - $384K
|
6.45K
$391K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.36K+ 3.93% |
$349K - $378K
|
168K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
6.24K+ 15.65% |
$343K - $371K
|
46.1K
$2.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.18K+ 8.95% |
$340K - $368K
|
75.2K
$4.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
6.12K+ 2.85% |
$337K - $364K
|
221K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.07K+ 14.49% |
$334K - $361K
|
47.9K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.04K+ 14.32% |
$332K - $359K
|
48.2K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6K+ 7.84% |
$330K - $357K
|
82.6K
$5.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.98K+ 1.88% |
$329K - $356K
|
325K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.96K+ 8.11% |
$328K - $355K
|
79.5K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.96K+ 2.06% |
$328K - $355K
|
295K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.9K+ 2.02% |
$325K - $351K
|
298K
$18.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.88K+ 25.26% |
$323K - $350K
|
29.2K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.76K+ 2.82% |
$317K - $343K
|
210K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.76K+ 8.62% |
$317K - $343K
|
72.5K
$4.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.63K+ 40.41% |
$310K - $335K
|
19.6K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.57K+ 5.86% |
$306K - $332K
|
101K
$6.11M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.56K+ 2.37% |
$306K - $331K
|
240K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5.56K+ 5.16% |
$306K - $331K
|
113K
$6.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.43K+ 52.41% |
$298K - $323K
|
15.8K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.4KNew |
$297K - $321K
|
5.4K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.37K+ 2.38% |
$295K - $319K
|
231K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.28K+ 13.39% |
$290K - $314K
|
44.7K
$2.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.23K+ 5.85% |
$287K - $311K
|
94.7K
$5.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
5.18KNew |
$285K - $308K
|
5.18K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.18K+ 4.99% |
$285K - $308K
|
109K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.16K+ 2.3% |
$283K - $307K
|
229K
$13.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
5.11KNew |
$281K - $304K
|
5.11K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.1K+ 7.84% |
$280K - $304K
|
70.2K
$4.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.1K+ 16.88% |
$280K - $303K
|
35.3K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.09K+ 13.43% |
$280K - $303K
|
43K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.02KNew |
$276K - $299K
|
5.02K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.9K+ 83.4% |
$269K - $292K
|
10.8K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.89KNew |
$269K - $291K
|
4.89K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.87K+ 11.07% |
$268K - $290K
|
48.9K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.87K+ 24.45% |
$268K - $290K
|
24.8K
$1.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.81K+ 5.82% |
$264K - $286K
|
87.4K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.81KNew |
$264K - $286K
|
4.81K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.8K+ 13.19% |
$264K - $286K
|
41.2K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.8K+ 5.98% |
$264K - $285K
|
85.1K
$5.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.79K+ 72.22% |
$263K - $285K
|
11.4K
$693K
|