Purchases and Sales Made in Q2 2024 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 Q2 2024. 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
Jul 16, 2024 Q2 2024
Future Financial Wealth Managment LLC

BUY
 -
5.42K
+ 112.74%
$300K - $311K
10.2K $579K
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
5.36K
New
$297K - $307K
5.36K $304K
Jul 22, 2024 Q2 2024
Financial Management Network Inc

BUY
 -
5.34K
+ 15.45%
$296K - $306K
39.9K $2.26M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5.3K
+ 14.57%
$294K - $304K
41.7K $2.36M
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
5.26K
+ 11.15%
$292K - $302K
52.5K $2.97M
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
5.24K
+ 38.92%
$290K - $301K
18.7K $1.06M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
5.23K
+ 34.82%
$290K - $300K
20.2K $1.15M
Jul 16, 2024 Q2 2024
Moseley Investment Management Inc

BUY
 -
5.22K
+ 28.91%
$290K - $300K
23.3K $1.32M
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
5.21K
New
$289K - $299K
5.21K $295K
Aug 01, 2024 Q2 2024
Next Level Private LLC

Harrison, NY
BUY
 -
5.15K
+ 8.92%
$286K - $296K
62.9K $3.57M
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
5.09K
+ 1.76%
$282K - $292K
295K $16.7M
Aug 05, 2024 Q2 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
5.05K
+ 49.02%
$280K - $290K
15.3K $870K
Jul 22, 2024 Q2 2024
Masso Torrence Wealth Management Inc.

BUY
 -
5.02K
+ 4.23%
$278K - $288K
124K $7.01M
Jul 30, 2024 Q2 2024
Integral Investment Advisors, Inc.

BUY
 -
5.01K
+ 6.48%
$278K - $288K
82.4K $4.67M
Jul 10, 2024 Q2 2024
Thomasville National Bank

BUY
 -
5K
+ 5.6%
$277K - $287K
94.3K $5.35M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5K
+ 9.01%
$277K - $287K
60.4K $3.43M
Jul 22, 2024 Q2 2024
Osborne Partners Capital Management, LLC

BUY
 -
4.96K
New
$275K - $284K
4.96K $281K
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.9K
+ 4.41%
$272K - $281K
116K $6.58M
Jul 25, 2024 Q2 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
4.9K
New
$272K - $281K
4.9K $278K
Aug 13, 2024 Q2 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
4.89K
+ 35.38%
$271K - $280K
18.7K $1.06M
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
4.82K
New
$267K - $276K
4.82K $273K
Jul 11, 2024 Q2 2024
Reliant Wealth Planning

BUY
 -
4.81K
New
$267K - $276K
4.81K $272K
Jul 12, 2024 Q2 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
4.81K
+ 11.13%
$266K - $276K
48K $2.72M
Aug 15, 2024 Q2 2024
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
4.76K
New
$264K - $273K
4.76K $270K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
4.73K
+ 2.55%
$262K - $271K
190K $10.8M
Jul 12, 2024 Q2 2024
Scott Capital Advisors, LLC

BUY
 -
4.7K
+ 11.51%
$261K - $270K
45.6K $2.58M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
4.64K
+ 6.22%
$257K - $266K
79.2K $4.49M
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
4.64K
+ 6.67%
$257K - $266K
74.2K $4.21M
Aug 12, 2024 Q2 2024
Commerce Bank

Kansas City, MO
BUY
 -
4.59K
New
$255K - $263K
4.59K $260K
Jul 18, 2024 Q2 2024
Evolution Wealth Advisors, LLC

BUY
 -
4.58K
+ 8.62%
$254K - $263K
57.8K $3.27M
Jul 23, 2024 Q2 2024
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
4.54K
New
$252K - $261K
4.54K $257K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
4.52K
+ 39.49%
$251K - $260K
16K $906K
Jul 29, 2024 Q2 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
4.52K
New
$251K - $259K
4.52K $256K
Jul 10, 2024 Q2 2024
Rda Financial Network

BUY
 -
4.52K
+ 7.21%
$251K - $259K
67.2K $3.81M
Aug 08, 2024 Q2 2024
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
4.51K
+ 3.13%
$250K - $259K
149K $8.44M
Jul 31, 2024 Q2 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
4.51K
+ 48.34%
$250K - $259K
13.8K $784K
Jul 25, 2024 Q2 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
4.5K
+ 1.38%
$250K - $258K
330K $18.7M
Jul 23, 2024 Q2 2024
Htlf Bank

Denver, CO
BUY
 -
4.5K
+ 1.33%
$250K - $258K
343K $19.4M
Aug 09, 2024 Q2 2024
Empirical Asset Management, LLC

BUY
 -
4.5K
New
$249K - $258K
4.5K $255K
Jul 25, 2024 Q2 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
4.48K
+ 7.48%
$248K - $257K
64.4K $3.65M
Jul 23, 2024 Q2 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
4.47K
+ 36.24%
$248K - $257K
16.8K $952K
Jul 30, 2024 Q2 2024
Platform Technology Partners

BUY
 -
4.43K
New
$246K - $254K
4.43K $251K
Aug 02, 2024 Q2 2024
Hudock, Inc.

BUY
 -
4.41K
New
$244K - $253K
4.41K $250K
Jul 30, 2024 Q2 2024
L.M. Kohn & Company

BUY
 -
4.4K
New
$244K - $252K
4.4K $249K
Aug 06, 2024 Q2 2024
Insight 2811, Inc.

Chicago, IL
BUY
 -
4.39K
New
$243K - $252K
4.39K $249K
Jul 02, 2024 Q2 2024
Appleton Partners Inc

BUY
 -
4.31K
+ 1.87%
$239K - $247K
235K $13.3M
Jul 25, 2024 Q2 2024
Slate Stone Wealth, LLC

BUY
 -
4.31K
+ 5.95%
$239K - $247K
76.6K $4.34M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.3K
+ 15.03%
$239K - $247K
32.9K $1.87M
Jul 05, 2024 Q2 2024
Hbw Advisory Services LLC

BUY
 -
4.27K
+ 0.98%
$237K - $245K
441K $25M

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