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 11, 2024 Q4 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
21.3K
+ 11.83%
$1.1M - $1.18M
201K $11.5M
Feb 02, 2024 Q4 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
21.1K
New
$1.09M - $1.17M
21.1K $1.2M
Jan 23, 2024 Q4 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
20.5K
+ 81.91%
$1.06M - $1.14M
45.6K $2.6M
Feb 08, 2024 Q4 2023
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
20.5K
New
$1.05M - $1.13M
20.5K $1.17M
Feb 07, 2024 Q4 2023
Advisor Os, LLC

BUY
 -
20.3K
+ 6.91%
$1.05M - $1.12M
314K $17.9M
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
20.3K
+ 389.33%
$1.05M - $1.12M
25.5K $1.46M
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
20.1K
+ 1.29%
$1.03M - $1.11M
1.58M $89.9M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
20.1K
+ 1.69%
$1.03M - $1.11M
1.21M $69.1M
Feb 15, 2024 Q4 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
20K
New
$1.03M - $1.11M
20K $1.14M
Jan 30, 2024 Q4 2023
Oakworth Capital, Inc.

BUY
 -
19.8K
+ 3.26%
$1.02M - $1.09M
625K $35.7M
Jan 02, 2024 Q4 2023
Appleton Partners Inc

BUY
 -
19.6K
+ 10.1%
$1.01M - $1.09M
214K $12.2M
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
19.4K
+ 25.15%
$999K - $1.07M
96.5K $5.5M
Jan 11, 2024 Q4 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
19.3K
+ 23.28%
$992K - $1.07M
102K $5.82M
Jan 19, 2024 Q4 2023
E Rn Financial, LLC

BUY
 -
19K
New
$981K - $1.05M
19K $1.09M
Feb 07, 2024 Q4 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
18.6K
+ 14.24%
$960K - $1.03M
149K $8.53M
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
18.3K
+ 14.25%
$942K - $1.01M
147K $8.36M
Feb 14, 2024 Q4 2023
Kkm Financial LLC

Chicago, IL
BUY
 -
18.3K
New
$941K - $1.01M
18.3K $1.04M
Feb 13, 2024 Q4 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.1K
New
$930K - $999K
18.1K $1.03M
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
17.9K
+ 10.81%
$922K - $991K
183K $10.5M
Feb 05, 2024 Q4 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
17.8K
+ 73.25%
$919K - $988K
42.2K $2.41M
Feb 13, 2024 Q4 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
17.7K
+ 14.05%
$912K - $980K
144K $8.2M
Jan 22, 2024 Q4 2023
Spinnaker Investment Group, LLC

BUY
 -
17.7K
+ 396.17%
$911K - $978K
22.1K $1.26M
Feb 05, 2024 Q4 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
17.5K
+ 59.81%
$901K - $968K
46.7K $2.67M
Jan 23, 2024 Q4 2023
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
17.4K
New
$897K - $964K
17.4K $994K
Jan 22, 2024 Q4 2023
Pinnacle Financial Partners Inc

BUY
 -
17.4K
+ 59.62%
$894K - $960K
46.5K $2.65M
Jan 25, 2024 Q4 2023
Madrona Financial Services, LLC

BUY
 -
17.2K
+ 27.15%
$887K - $953K
80.6K $4.6M
Jan 09, 2024 Q4 2023
Collective Family Office LLC

BUY
 -
17.2K
+ 254.96%
$886K - $952K
23.9K $1.37M
Feb 12, 2024 Q4 2023
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
16.7K
New
$862K - $926K
16.7K $955K
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

BUY
 -
16.5K
+ 14.45%
$851K - $914K
131K $7.46M
Feb 02, 2024 Q4 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
16.4K
+ 67.89%
$847K - $910K
40.7K $2.32M
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
16.2K
+ 23.39%
$833K - $894K
85.3K $4.87M
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
16.1K
New
$828K - $889K
16.1K $917K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
15.9K
+ 83.47%
$816K - $877K
34.8K $1.99M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
15.6K
+ 38.93%
$805K - $865K
55.8K $3.18M
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.6K
New
$802K - $861K
15.6K $888K
Jan 09, 2024 Q4 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
15.6K
+ 10.82%
$801K - $860K
159K $9.09M
Feb 06, 2024 Q4 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
15.3K
New
$787K - $845K
15.3K $872K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
15.2K
+ 21.72%
$785K - $843K
85.4K $4.87M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
15.1K
+ 74.0%
$776K - $834K
35.4K $2.02M
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

BUY
 -
14.8K
New
$760K - $816K
14.8K $842K
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14.6K
+ 8.59%
$752K - $808K
185K $10.5M
Feb 06, 2024 Q4 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
14.5K
+ 1.55%
$747K - $803K
950K $54.2M
Jan 08, 2024 Q4 2023
Vigilare Wealth Management

BUY
 -
14.5K
+ 82.66%
$745K - $800K
32K $1.82M
Jan 12, 2024 Q4 2023
Sky Oak Wealth, LLC

BUY
 -
14.2K
+ 100.19%
$734K - $788K
28.5K $1.62M
Jan 16, 2024 Q4 2023
Cambridge Advisors Inc.

BUY
 -
14.2K
+ 14.89%
$729K - $783K
109K $6.23M
Feb 16, 2024 Q4 2023
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
14.1K
New
$724K - $778K
14.1K $802K
Feb 12, 2024 Q4 2023
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
14K
New
$722K - $775K
14K $799K
Jan 08, 2024 Q4 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
14K
+ 262.35%
$721K - $775K
19.3K $1.1M
Jan 30, 2024 Q4 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
14K
New
$719K - $773K
14K $797K

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