Purchases and Sales Made in Q4 2023 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 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 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
109
+ 1.88%
$5.61K - $6.03K
5.91K $348K
Feb 14, 2024 Q4 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
105
+ 16.15%
$5.41K - $5.81K
755 $44.4K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
102
New
$5.25K - $5.64K
102 $6K
Feb 05, 2024 Q4 2023
Thompson Davis & Co., Inc.

BUY
 -
100
+ 1.06%
$5.15K - $5.53K
9.5K $559K
Jan 16, 2024 Q4 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
95
+ 0.28%
$4.89K - $5.26K
33.5K $1.97M
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
93
+ 3.62%
$4.79K - $5.15K
2.66K $157K
Jan 23, 2024 Q4 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
90
+ 0.21%
$4.64K - $4.98K
43.7K $2.57M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
88
+ 2.06%
$4.53K - $4.87K
4.36K $257K
Feb 08, 2024 Q4 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
86
New
$4.43K - $4.76K
86 $5.06K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
80
New
$4.12K - $4.43K
80 $4.71K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
72
+ 1.45%
$3.71K - $3.98K
5.03K $296K
Feb 06, 2024 Q4 2023
Carson Advisory Inc.

BUY
 -
70
+ 1.55%
$3.61K - $3.87K
4.58K $269K
Jan 18, 2024 Q4 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
68
+ 0.38%
$3.5K - $3.76K
17.8K $1.05M
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
64
+ 2.06%
$3.3K - $3.54K
3.17K $187K
May 15, 2024 Q4 2023
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
56
New
$2.88K - $3.1K
56 $3.29K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
55
New
$2.83K - $3.04K
55 $3.24K
Feb 09, 2024 Q4 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
50
+ 0.09%
$2.58K - $2.77K
52.8K $3.1M
Jan 30, 2024 Q4 2023
Crescent Grove Advisors, LLC

BUY
 -
49
+ 0.19%
$2.52K - $2.71K
25.3K $1.49M
Jan 11, 2024 Q4 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
46
+ 1.21%
$2.37K - $2.55K
3.84K $226K
Jan 17, 2024 Q4 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
42
New
$2.16K - $2.32K
42 $2.47K
Jan 24, 2024 Q4 2023
Autumn Glory Partners, LLC

BUY
 -
35
+ 0.17%
$1.8K - $1.94K
20.3K $1.19M
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

BUY
 -
25
+ 2.11%
$1.29K - $1.38K
1.21K $71.1K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
22
+ 0.0%
$1.13K - $1.22K
2.42M $143M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
20
New
$1.03K - $1.11K
20 $1.18K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
20
New
$1.03K - $1.11K
20 $1.18K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
19
+ 2.06%
$979 - $1.05K
941 $55.3K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
12
+ 2.02%
$618 - $664
606 $35.6K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
12
+ 0.52%
$618 - $664
2.3K $135K
Jan 16, 2024 Q4 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
9
New
$464 - $498
9 $529
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
8
New
$412 - $443
8 $471
Jan 19, 2024 Q4 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
5
+ 0.59%
$258 - $277
857 $50.4K
Feb 07, 2024 Q4 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
5
+ 0.04%
$258 - $277
11.9K $700K
Feb 06, 2024 Q4 2023
Miller Wealth Advisors, LLC

BUY
 -
3
New
$155 - $166
3 $176
Feb 14, 2024 Q4 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
2
+ 0.29%
$103 - $111
697 $41K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2
+ 0.69%
$103 - $111
292 $17.2K
Feb 07, 2024 Q4 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
2
+ 0.04%
$103 - $111
4.84K $285K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

BUY
 -
2
+ 3.64%
$103 - $111
57 $3.35K
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
1
+ 0.84%
$51.5 - $55.3
120 $7.06K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

SELL
 -
-5
- 0.15%
$258 - $277
3.38K $199K
Mar 12, 2024 Q4 2023
Rovin Capital

SELL
 -
-20
- 0.05%
$1.03K - $1.11K
43.1K $2.54M
Jan 08, 2024 Q4 2023
Fluent Financial, LLC

SELL
 -
-20
- 0.46%
$1.03K - $1.11K
4.29K $252K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

SELL
 -
-46
- 0.39%
$2.37K - $2.55K
11.8K $696K
Jan 25, 2024 Q4 2023
Meeder Asset Management Inc

SELL
 -
-46
- 0.46%
$2.37K - $2.55K
9.89K $581K
Feb 09, 2024 Q4 2023
Wealth Dimensions Group, Ltd.

SELL
 -
-59
- 0.24%
$3.04K - $3.26K
24.5K $1.44M
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-67
- 0.29%
$3.45K - $3.71K
23.4K $1.37M
Feb 13, 2024 Q4 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-84
- 1.03%
$4.33K - $4.65K
8.04K $473K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-96
- 0.77%
$4.94K - $5.31K
12.4K $727K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-97
- 1.45%
$5K - $5.37K
6.61K $389K
Jan 25, 2024 Q4 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-100
- 1.24%
$5.15K - $5.53K
7.98K $469K

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