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
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
6.1K+ 26.64% |
$314K - $338K
|
29K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
6.07K+ 146.36% |
$313K - $336K
|
10.2K
$583K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
6.06K+ 17.6% |
$312K - $335K
|
40.5K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
6.04K+ 3.23% |
$311K - $334K
|
193K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.98K+ 83.22% |
$308K - $331K
|
13.2K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.97KNew |
$307K - $330K
|
5.97K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.92K+ 87.69% |
$305K - $327K
|
12.7K
$723K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.9K+ 6.62% |
$304K - $326K
|
94.9K
$5.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.86KNew |
$302K - $324K
|
5.86K
$335K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.85K+ 135.43% |
$301K - $324K
|
10.2K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.8K+ 9.06% |
$299K - $321K
|
69.8K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.79K+ 66.82% |
$298K - $321K
|
14.5K
$825K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.73KNew |
$295K - $317K
|
5.73K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
5.62K+ 18.4% |
$289K - $311K
|
36.1K
$2.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.54K+ 15.75% |
$285K - $307K
|
40.7K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.53K+ 13.72% |
$285K - $306K
|
45.8K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.5K+ 28.99% |
$283K - $304K
|
24.5K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.37KNew |
$277K - $297K
|
5.37K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.36KNew |
$276K - $297K
|
5.36K
$306K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.31KNew |
$274K - $294K
|
5.31K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.27KNew |
$272K - $292K
|
5.27K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.24KNew |
$270K - $290K
|
5.24K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.23K+ 24.56% |
$269K - $289K
|
26.5K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.22KNew |
$269K - $289K
|
5.22K
$298K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.22KNew |
$269K - $289K
|
5.22K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.21K+ 50.71% |
$269K - $288K
|
15.5K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.21KNew |
$268K - $288K
|
5.21K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.21K+ 8.69% |
$268K - $288K
|
65.1K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
5.21K+ 46.42% |
$268K - $288K
|
16.4K
$937K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.18KNew |
$267K - $286K
|
5.18K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.15K+ 10.13% |
$265K - $285K
|
56K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.13K+ 13.32% |
$264K - $284K
|
43.6K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 16.9% |
$263K - $283K
|
35.4K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.11K+ 57.08% |
$263K - $283K
|
14.1K
$802K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.1K+ 34.57% |
$263K - $282K
|
19.9K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
5.1K+ 38.2% |
$263K - $282K
|
18.5K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.07K+ 11.46% |
$261K - $280K
|
49.3K
$2.81M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
5.06KNew |
$261K - $280K
|
5.06K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.01KNew |
$258K - $277K
|
5.01K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.98K+ 7.84% |
$257K - $276K
|
68.6K
$3.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
4.95KNew |
$255K - $274K
|
4.95K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.94K+ 56.36% |
$255K - $273K
|
13.7K
$782K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.92K+ 41.47% |
$253K - $272K
|
16.8K
$957K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.89KNew |
$252K - $270K
|
4.89K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
4.88KNew |
$251K - $270K
|
4.88K
$278K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.78K+ 57.78% |
$246K - $265K
|
13.1K
$745K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.75K+ 34.55% |
$245K - $263K
|
18.5K
$1.06M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.74KNew |
$244K - $262K
|
4.74K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71KNew |
$243K - $261K
|
4.71K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.7K+ 61.15% |
$242K - $260K
|
12.4K
$707K
|