Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.95K+ 1.86% |
$100K - $108K
|
106K
$6.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.91K+ 4.09% |
$98.4K - $106K
|
48.7K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.87K+ 33.0% |
$96.2K - $103K
|
7.52K
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.84K+ 18.18% |
$94.9K - $102K
|
12K
$697K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.84K+ 5.55% |
$94.9K - $102K
|
35K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
1.82K+ 1.73% |
$93.5K - $100K
|
107K
$6.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.81KNew |
$93K - $99.9K
|
1.81K
$105K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 2.79% |
$92.6K - $99.4K
|
66.2K
$3.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
1.78K+ 8.27% |
$91.8K - $98.6K
|
23.3K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.78K+ 10.86% |
$91.4K - $98.2K
|
18.1K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.77K+ 14.88% |
$91.2K - $98K
|
13.7K
$796K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.77K+ 22.33% |
$91K - $97.7K
|
9.67K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 6.6% |
$81.6K - $87.6K
|
25.6K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.57K+ 1.56% |
$81K - $87K
|
102K
$5.96M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.57K+ 29.07% |
$80.7K - $86.7K
|
6.96K
$405K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.99% |
$80.2K - $86.1K
|
79.7K
$4.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 39.56% |
$79.4K - $85.3K
|
5.44K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.53K+ 13.42% |
$78.8K - $84.7K
|
12.9K
$753K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.52K+ 0.07% |
$78.5K - $84.3K
|
2.27M
$132M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.52K+ 0.07% |
$78.5K - $84.3K
|
2.27M
$132M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.51K+ 2.67% |
$77.8K - $83.5K
|
58K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$77.3K - $83K
|
1.5K
$87.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.46K+ 2.38% |
$75K - $80.6K
|
62.7K
$3.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.44K+ 0.4% |
$74K - $79.5K
|
357K
$20.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.42K+ 4.67% |
$73.2K - $78.7K
|
31.9K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.39K+ 2.62% |
$71.7K - $77K
|
54.5K
$3.17M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
1.39K+ 17.24% |
$71.6K - $76.9K
|
9.45K
$550K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 59.31% |
$70.6K - $75.8K
|
3.68K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.31KNew |
$67.4K - $72.4K
|
1.31K
$76.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 5.87% |
$67K - $72K
|
23.5K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.29K+ 5.36% |
$66.2K - $71.1K
|
25.3K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.27K+ 6.16% |
$65.3K - $70.2K
|
21.9K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.26K+ 1.02% |
$65.1K - $69.9K
|
125K
$7.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.23KNew |
$63.2K - $67.8K
|
1.23K
$71.4K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.22K+ 0.49% |
$62.8K - $67.5K
|
249K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.22K+ 2.26% |
$62.6K - $67.2K
|
55.1K
$3.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.19KNew |
$61.5K - $66K
|
1.19K
$69.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16K+ 6.38% |
$59.7K - $64.1K
|
19.3K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.16KNew |
$59.5K - $63.9K
|
1.16K
$67.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.15K+ 9.08% |
$59.2K - $63.6K
|
13.8K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.15KNew |
$59K - $63.4K
|
1.15K
$66.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11KNew |
$57.1K - $61.3K
|
1.11K
$64.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.1K+ 2.94% |
$56.6K - $60.8K
|
38.5K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.08K+ 4.27% |
$55.5K - $59.6K
|
26.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.04K+ 3.32% |
$53.8K - $57.8K
|
32.5K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03KNew |
$52.9K - $56.8K
|
1.03K
$59.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.01K+ 5.86% |
$51.9K - $55.7K
|
18.2K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$51.5K - $55.3K
|
1K
$58.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1K+ 10.62% |
$51.5K - $55.3K
|
10.4K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1K+ 10.74% |
$51.5K - $55.3K
|
10.3K
$600K
|