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
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
36.3KNew |
$1.87M - $2.01M
|
36.3K
$2.11M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
35.8KNew |
$1.84M - $1.98M
|
35.8K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35.7K+ 20.84% |
$1.84M - $1.97M
|
207K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
35.5K+ 34.74% |
$1.83M - $1.96M
|
138K
$8.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
35.4K+ 23.49% |
$1.82M - $1.96M
|
186K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.3K+ 27.79% |
$1.82M - $1.95M
|
162K
$9.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.2K+ 51.49% |
$1.81M - $1.95M
|
103K
$6.02M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.9K+ 75.78% |
$1.74M - $1.87M
|
78.6K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
33.7K+ 23.73% |
$1.73M - $1.86M
|
175K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 1.69% |
$1.7M - $1.82M
|
1.98M
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
33K+ 8.52% |
$1.7M - $1.82M
|
420K
$24.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
31.8K+ 4.05% |
$1.64M - $1.76M
|
818K
$47.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
31.8K+ 503.18% |
$1.64M - $1.76M
|
38.1K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31.7K+ 17.49% |
$1.63M - $1.75M
|
213K
$12.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
31.7KNew |
$1.63M - $1.75M
|
31.7K
$1.84M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
30.8KNew |
$1.59M - $1.7M
|
30.8K
$1.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
30.7K+ 31.64% |
$1.58M - $1.7M
|
128K
$7.43M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
30.2KNew |
$1.55M - $1.67M
|
30.2K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
30.2K+ 55.21% |
$1.55M - $1.67M
|
84.8K
$4.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.9K+ 35.81% |
$1.54M - $1.66M
|
114K
$6.61M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.6K+ 16.48% |
$1.53M - $1.64M
|
209K
$12.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
29.6K+ 71.23% |
$1.53M - $1.64M
|
71.2K
$4.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29.4K+ 9.4% |
$1.51M - $1.63M
|
342K
$19.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.2K+ 8.54% |
$1.5M - $1.61M
|
371K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
28.2KNew |
$1.45M - $1.56M
|
28.2K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
27.7K+ 1.75% |
$1.43M - $1.53M
|
1.62M
$94.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
27.7K+ 3.11% |
$1.43M - $1.53M
|
916K
$53.3M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
27.5KNew |
$1.42M - $1.52M
|
27.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26.6K+ 13.21% |
$1.37M - $1.47M
|
228K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
26.4KNew |
$1.36M - $1.46M
|
26.4K
$1.53M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
26.3KNew |
$1.36M - $1.46M
|
26.3K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.1K+ 17.87% |
$1.35M - $1.45M
|
172K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26K+ 46.02% |
$1.34M - $1.44M
|
82.6K
$4.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
26K+ 16.72% |
$1.34M - $1.44M
|
181K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.9K+ 1.34% |
$1.28M - $1.38M
|
1.89M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.7KNew |
$1.27M - $1.37M
|
24.7K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
24.6K+ 15.31% |
$1.27M - $1.36M
|
185K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24.4K+ 23.24% |
$1.26M - $1.35M
|
129K
$7.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
23.6K+ 17.4% |
$1.22M - $1.31M
|
159K
$9.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
22.9K+ 102.62% |
$1.18M - $1.27M
|
45.2K
$2.63M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22.8KNew |
$1.18M - $1.26M
|
22.8K
$1.33M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
22.8KNew |
$1.17M - $1.26M
|
22.8K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.6K+ 18.23% |
$1.16M - $1.25M
|
147K
$8.53M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5K+ 31.16% |
$1.16M - $1.25M
|
94.7K
$5.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.9K+ 3.25% |
$1.13M - $1.21M
|
696K
$40.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.9K+ 17.98% |
$1.13M - $1.21M
|
144K
$8.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
21.8K+ 4.45% |
$1.12M - $1.21M
|
511K
$29.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.7K+ 7.99% |
$1.12M - $1.2M
|
294K
$17.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21.6KNew |
$1.11M - $1.19M
|
21.6K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
21.3K+ 11.83% |
$1.1M - $1.18M
|
201K
$11.7M
|