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 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.8K+ 55.96% |
$4.16M - $4.47M
|
225K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
79.7K+ 495.85% |
$4.11M - $4.41M
|
95.8K
$5.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75.8KNew |
$3.91M - $4.19M
|
75.8K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
75.5K+ 20.97% |
$3.89M - $4.18M
|
436K
$25.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
73.9KNew |
$3.81M - $4.09M
|
73.9K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
73.3K+ 159263.05% |
$3.77M - $4.05M
|
73.3K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
69K+ 13.8% |
$3.55M - $3.82M
|
569K
$33.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
68.3KNew |
$3.52M - $3.78M
|
68.3K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.7K+ 14.03% |
$3.38M - $3.64M
|
534K
$31.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
64.7K+ 173.59% |
$3.33M - $3.58M
|
102K
$5.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
63.7KNew |
$3.28M - $3.52M
|
63.7K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.3K+ 2.22% |
$3.21M - $3.44M
|
2.87M
$167M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60.9K+ 8.76% |
$3.14M - $3.37M
|
756K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
60KNew |
$3.09M - $3.32M
|
60K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.8K+ 85.34% |
$3.08M - $3.31M
|
130K
$7.55M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
59.8K+ 36.3% |
$3.08M - $3.31M
|
224K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
59.1K+ 619.86% |
$3.04M - $3.27M
|
68.6K
$3.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
58.4KNew |
$3.01M - $3.23M
|
58.4K
$3.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
55.2K+ 101.44% |
$2.84M - $3.05M
|
110K
$6.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
54.9KNew |
$2.83M - $3.04M
|
54.9K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
53.6KNew |
$2.76M - $2.96M
|
53.6K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.71M - $2.91M
|
52.5K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
51.3KNew |
$2.64M - $2.84M
|
51.3K
$2.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
50.7KNew |
$2.61M - $2.81M
|
50.7K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50K+ 16.67% |
$2.58M - $2.77M
|
350K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
49.8KNew |
$2.56M - $2.75M
|
49.8K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
48.9K+ 108.81% |
$2.52M - $2.71M
|
93.9K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48K+ 7.4% |
$2.47M - $2.66M
|
697K
$40.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
48K+ 100.49% |
$2.47M - $2.65M
|
95.7K
$5.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
47.9K+ 80.89% |
$2.47M - $2.65M
|
107K
$6.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.7K+ 19.84% |
$2.45M - $2.64M
|
288K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46K+ 13.04% |
$2.37M - $2.55M
|
399K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45.4K+ 4542.4% |
$2.34M - $2.51M
|
46.4K
$2.7M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.2KNew |
$2.28M - $2.44M
|
44.2K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
43.9K+ 491.51% |
$2.26M - $2.43M
|
52.8K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
42.5K+ 61.79% |
$2.19M - $2.35M
|
111K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
41.6KNew |
$2.14M - $2.3M
|
41.6K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
41.4K+ 18.7% |
$2.13M - $2.29M
|
263K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
41.3KNew |
$2.13M - $2.28M
|
41.3K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41.1K+ 3.7% |
$2.12M - $2.27M
|
1.15M
$66.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
41K+ 18.62% |
$2.11M - $2.27M
|
261K
$15.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
39.8K+ 9.18% |
$2.05M - $2.2M
|
474K
$27.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
39.7K+ 126.22% |
$2.04M - $2.19M
|
71.1K
$4.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
38.6K+ 15.86% |
$1.99M - $2.14M
|
282K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.4K+ 292.41% |
$1.98M - $2.12M
|
51.5K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
38.2K+ 251.05% |
$1.97M - $2.11M
|
53.4K
$3.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
38K+ 700.28% |
$1.96M - $2.11M
|
43.5K
$2.53M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
38KNew |
$1.96M - $2.1M
|
38K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37.5K+ 21.78% |
$1.93M - $2.08M
|
210K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
36.4KNew |
$1.88M - $2.02M
|
36.4K
$2.12M
|