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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
427+ 3.41% |
$22K - $23.6K
|
13K
$739K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
408+ 0.91% |
$21K - $22.6K
|
45.5K
$2.6M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
403New |
$20.8K - $22.3K
|
403
$23K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.6K - $22.1K
|
400
$22.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
385+ 5.08% |
$19.8K - $21.3K
|
7.97K
$455K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
381+ 1.77% |
$19.6K - $21.1K
|
21.9K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
360+ 19.91% |
$18.5K - $19.9K
|
2.17K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
350New |
$18K - $19.4K
|
350
$20K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
349New |
$18K - $19.3K
|
349
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
347+ 12.14% |
$17.9K - $19.2K
|
3.21K
$183K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
341+ 7.83% |
$17.6K - $18.9K
|
4.7K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
335+ 4.08% |
$17.3K - $18.5K
|
8.55K
$488K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
333+ 1.21% |
$17.2K - $18.4K
|
27.8K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
329+ 2.05% |
$16.9K - $18.2K
|
16.4K
$936K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
328+ 5.54% |
$16.9K - $18.1K
|
6.25K
$357K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
326+ 90.56% |
$16.8K - $18K
|
686
$39.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
311+ 1.37% |
$16K - $17.2K
|
23K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
305+ 0.6% |
$15.7K - $16.9K
|
51.3K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
295+ 536.36% |
$15.2K - $16.3K
|
350
$20K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
291+ 79.29% |
$15K - $16.1K
|
658
$37.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
287+ 33.57% |
$14.8K - $15.9K
|
1.14K
$65.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
286+ 0.3% |
$14.7K - $15.8K
|
94.8K
$5.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
282+ 7.51% |
$14.5K - $15.6K
|
4.04K
$230K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
259+ 2.58% |
$13.3K - $14.3K
|
10.3K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
253+ 3.62% |
$13K - $14K
|
7.25K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
250New |
$12.9K - $13.8K
|
250
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
246+ 1.44% |
$12.7K - $13.6K
|
17.3K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
233+ 0.93% |
$12K - $12.9K
|
25.4K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
231+ 5.1% |
$11.9K - $12.8K
|
4.76K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
227+ 1.83% |
$11.7K - $12.6K
|
12.6K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
214New |
$11K - $11.8K
|
214
$12.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
200New |
$10.3K - $11.1K
|
200
$11.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 21.6% |
$10.3K - $11.1K
|
1.13K
$64.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
196+ 2.32% |
$10.1K - $10.8K
|
8.63K
$492K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
195+ 2.03% |
$10K - $10.8K
|
9.82K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
195+ 2.09% |
$10K - $10.8K
|
9.51K
$543K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
165+ 0.24% |
$8.5K - $9.13K
|
68.1K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
162+ 1.01% |
$8.34K - $8.96K
|
16.2K
$926K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
161+ 1.14% |
$8.29K - $8.91K
|
14.3K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
158+ 1.69% |
$8.14K - $8.74K
|
9.52K
$543K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
158+ 7.61% |
$8.14K - $8.74K
|
2.24K
$128K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150+ 0.56% |
$7.73K - $8.3K
|
27K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
150New |
$7.73K - $8.3K
|
150
$8.56K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
149+ 1.44% |
$7.67K - $8.24K
|
10.5K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
135+ 19.71% |
$6.95K - $7.47K
|
820
$46.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
120+ 2.09% |
$6.18K - $6.64K
|
5.86K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
116+ 1.79% |
$5.98K - $6.42K
|
6.59K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
111+ 0.36% |
$5.72K - $6.14K
|
30.7K
$1.75M
|