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 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.54K- 10.29% |
$337K - $362K
|
56.9K
$3.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.58K- 26.27% |
$339K - $364K
|
18.5K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.63K- 17.7% |
$342K - $367K
|
30.8K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.71K- 23.47% |
$346K - $371K
|
21.9K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.8K- 10.57% |
$350K - $376K
|
57.6K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 7.04% |
$352K - $378K
|
90.2K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-7K- 51.85% |
$361K - $387K
|
6.5K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.15K- 7.36% |
$368K - $395K
|
90K
$5.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.18K- 18.04% |
$370K - $397K
|
32.6K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-7.19K- 9.31% |
$370K - $398K
|
70K
$4.12M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.22K- 8.5% |
$372K - $399K
|
77.7K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.79K- 0.35% |
$401K - $431K
|
2.22M
$131M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.85K- 21.09% |
$404K - $434K
|
29.4K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.86K- 3.31% |
$405K - $435K
|
230K
$13.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.92K- 24.47% |
$408K - $438K
|
24.5K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-7.94K- 6.47% |
$409K - $439K
|
115K
$6.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.07K- 39.59% |
$416K - $446K
|
12.3K
$724K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.48K- 27.22% |
$437K - $469K
|
22.7K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.59K- 1.9% |
$443K - $476K
|
443K
$26M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.62K- 23.49% |
$444K - $477K
|
28.1K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.63K- 11.38% |
$445K - $478K
|
67.2K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.76K- 3.97% |
$451K - $485K
|
212K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.03K- 16.84% |
$465K - $500K
|
44.6K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-9.06K- 32.64% |
$466K - $501K
|
18.7K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10K- 14.8% |
$517K - $555K
|
57.8K
$3.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10.1K- 30.04% |
$519K - $558K
|
23.5K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-10.1K- 3.24% |
$522K - $560K
|
303K
$17.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-10.3K- 7.09% |
$533K - $572K
|
136K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8K- 2.31% |
$558K - $600K
|
459K
$27M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-11.1K- 29.53% |
$574K - $616K
|
26.6K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-11.3K- 15.57% |
$580K - $623K
|
61K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.5K- 7.2% |
$593K - $637K
|
148K
$8.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.8K- 18.81% |
$609K - $654K
|
51K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 21.9% |
$613K - $658K
|
42.4K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.7K- 15.2% |
$655K - $703K
|
70.9K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 69.77% |
$679K - $729K
|
5.71K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-14K- 2.33% |
$722K - $775K
|
587K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.7K- 4.65% |
$758K - $814K
|
301K
$17.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-14.8K- 8.41% |
$764K - $820K
|
161K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.1K- 22.54% |
$779K - $837K
|
52K
$3.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.5K- 9.63% |
$798K - $858K
|
145K
$8.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-15.5K- 26.18% |
$800K - $860K
|
43.8K
$2.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-16.1K- 10.68% |
$831K - $893K
|
135K
$7.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16.5K- 35.44% |
$849K - $912K
|
30K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-16.6K- 39.08% |
$856K - $920K
|
25.9K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-16.8K- 28.92% |
$864K - $928K
|
41.2K
$2.43M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17K- 4.48% |
$875K - $940K
|
362K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17K- 13.83% |
$876K - $941K
|
106K
$6.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19.5K- 11.61% |
$1M - $1.08M
|
148K
$8.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-19.7K- 8.01% |
$1.02M - $1.09M
|
227K
$13.3M
|