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 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.54K+ 2.38% |
$195K - $211K
|
152K
$9.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.54K+ 26.0% |
$195K - $211K
|
17.1K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
3.49KNew |
$192K - $208K
|
3.49K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.47K+ 8.64% |
$191K - $207K
|
43.7K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.46KNew |
$190K - $206K
|
3.46K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.44K+ 5.97% |
$189K - $204K
|
61K
$3.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.41KNew |
$187K - $203K
|
3.41K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.41K+ 20.74% |
$187K - $203K
|
19.8K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.41KNew |
$187K - $203K
|
3.41K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.4K+ 15.73% |
$187K - $202K
|
25K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.39K+ 11.35% |
$186K - $202K
|
33.3K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.37K+ 73.44% |
$185K - $201K
|
7.96K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.36K+ 4.18% |
$185K - $200K
|
83.8K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.33K+ 3.42% |
$183K - $198K
|
101K
$6.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.33K+ 14.16% |
$183K - $198K
|
26.8K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.3K+ 51.94% |
$181K - $196K
|
9.65K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.26K+ 49.34% |
$179K - $194K
|
9.86K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 18.93% |
$179K - $193K
|
20.4K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.2K+ 6.43% |
$176K - $191K
|
53K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.2K+ 9.61% |
$176K - $190K
|
36.4K
$2.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.2K+ 9.32% |
$176K - $190K
|
37.5K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.16K+ 1.66% |
$173K - $188K
|
193K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.15K+ 2.27% |
$173K - $188K
|
142K
$8.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.11K+ 21.8% |
$171K - $185K
|
17.4K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.11K+ 50.17% |
$171K - $185K
|
9.29K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.08K+ 2.89% |
$169K - $183K
|
109K
$6.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 2.88% |
$168K - $182K
|
109K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.98K+ 8.92% |
$164K - $177K
|
36.4K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.93K+ 8.12% |
$161K - $175K
|
39.1K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.88K+ 50.59% |
$158K - $171K
|
8.57K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.88K+ 26.98% |
$158K - $171K
|
13.5K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.87K+ 10.5% |
$158K - $170K
|
30.1K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.84K+ 2201.55% |
$156K - $169K
|
2.97K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 15.28% |
$155K - $168K
|
21.3K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
2.82K+ 2.6% |
$155K - $168K
|
112K
$6.77M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.82K+ 20.36% |
$155K - $168K
|
16.7K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.78K+ 4.82% |
$153K - $166K
|
60.6K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.74K+ 1.71% |
$151K - $163K
|
163K
$9.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.71K+ 4.41% |
$149K - $161K
|
64.3K
$3.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.7K+ 1.93% |
$148K - $161K
|
143K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.68K+ 1.16% |
$147K - $159K
|
233K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.66KNew |
$146K - $158K
|
2.66K
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.66K+ 5.81% |
$146K - $158K
|
48.4K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.65K+ 382.23% |
$145K - $157K
|
3.34K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.63K+ 13.48% |
$145K - $157K
|
22.1K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.63K+ 49.93% |
$144K - $156K
|
7.88K
$478K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.57K+ 13.91% |
$141K - $153K
|
21K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.54K+ 5.23% |
$140K - $151K
|
51.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.53K+ 9.98% |
$139K - $151K
|
27.9K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.47K+ 54.12% |
$136K - $147K
|
7.02K
$426K
|