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 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.67K+ 3.11% |
$241K - $259K
|
155K
$9M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.64KNew |
$239K - $256K
|
4.64K
$270K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.63KNew |
$238K - $256K
|
4.63K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.62K+ 4.27% |
$238K - $255K
|
113K
$6.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.6K+ 9200.0% |
$237K - $255K
|
4.65K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
4.57KNew |
$235K - $253K
|
4.57K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.53KNew |
$233K - $251K
|
4.53K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.51KNew |
$232K - $249K
|
4.51K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
4.45KNew |
$229K - $246K
|
4.45K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
4.41KNew |
$227K - $244K
|
4.41K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.36K+ 18.92% |
$225K - $241K
|
27.4K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.31KNew |
$222K - $238K
|
4.31K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.29K+ 11.49% |
$221K - $238K
|
41.7K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.29KNew |
$221K - $237K
|
4.29K
$250K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 5.01% |
$212K - $228K
|
86.2K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.11KNew |
$212K - $227K
|
4.11K
$239K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.08KNew |
$210K - $226K
|
4.08K
$237K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 56.34% |
$210K - $226K
|
11.3K
$658K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.05K+ 75.43% |
$208K - $224K
|
9.41K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.04K+ 7.05% |
$208K - $224K
|
61.4K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.02KNew |
$207K - $222K
|
4.02K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.01KNew |
$207K - $222K
|
4.01K
$233K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
3.99KNew |
$206K - $221K
|
3.99K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.96K+ 17.19% |
$204K - $219K
|
27K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.95KNew |
$204K - $219K
|
3.95K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.95K+ 0.57% |
$203K - $218K
|
694K
$40.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.91KNew |
$201K - $216K
|
3.91K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.91KNew |
$201K - $216K
|
3.91K
$227K
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.9K+ 49.09% |
$201K - $216K
|
11.9K
$690K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3.89KNew |
$200K - $215K
|
3.89K
$226K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.87KNew |
$199K - $214K
|
3.87K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3.86K+ 50.3% |
$199K - $213K
|
11.5K
$671K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
3.79KNew |
$195K - $210K
|
3.79K
$221K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.79K+ 0.73% |
$195K - $210K
|
522K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.79KNew |
$195K - $209K
|
3.79K
$220K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.76K+ 63.88% |
$194K - $208K
|
9.65K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.76KNew |
$194K - $208K
|
3.76K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 30.22% |
$193K - $207K
|
16.1K
$939K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.74K+ 16.86% |
$192K - $207K
|
25.9K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.72K+ 26.08% |
$192K - $206K
|
18K
$1.05M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.64KNew |
$187K - $201K
|
3.64K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.62K+ 19.3% |
$187K - $200K
|
22.4K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.6K+ 2.93% |
$185K - $199K
|
127K
$7.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.58K+ 3.75% |
$184K - $198K
|
99.1K
$5.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3.56K+ 1641.94% |
$184K - $197K
|
3.78K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.53K+ 35.39% |
$182K - $195K
|
13.5K
$786K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.51K+ 3.22% |
$181K - $194K
|
113K
$6.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48K+ 3.97% |
$179K - $193K
|
91.3K
$5.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$176K - $189K
|
3.41K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 12.9% |
$174K - $187K
|
29.5K
$1.72M
|