Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JEPI)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4KNew |
$219K - $231K
|
4K
$225K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-32.2KClosed |
$1.66M - $1.78M
|
0
$0
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
22.8KNew |
$1.17M - $1.26M
|
22.8K
$1.28M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-238- 17.79% |
$12.3K - $13.2K
|
1.1K
$61.8K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
56New |
$2.88K - $3.1K
|
56
$3.15K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.08KNew |
$210K - $226K
|
4.08K
$229K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
861New |
$44.4K - $47.6K
|
861
$48.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
200New |
$10.3K - $11.1K
|
200
$11.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8New |
$412 - $443
|
8
$449
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
80New |
$4.12K - $4.43K
|
80
$4.49K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
492New |
$25.3K - $27.2K
|
492
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
662+ 2.1% |
$34.1K - $36.6K
|
32.2K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
295+ 536.36% |
$15.2K - $16.3K
|
350
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
41.6KNew |
$2.14M - $2.3M
|
41.6K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 99.96% |
$128K - $138K
|
1
$56.2
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
350New |
$18K - $19.4K
|
350
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.31KNew |
$67.4K - $72.4K
|
1.31K
$73.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 9.05% |
$69.5K - $74.7K
|
13.6K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1KNew |
$930K - $999K
|
18.1K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$1.03K - $1.11K
|
20
$1.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-22.7K- 31.01% |
$1.17M - $1.26M
|
50.6K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11KNew |
$57.1K - $61.3K
|
1.11K
$62.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
4.41KNew |
$227K - $244K
|
4.41K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.6K - $22.1K
|
400
$22.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
3.79KNew |
$195K - $209K
|
3.79K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
28.2KNew |
$1.45M - $1.56M
|
28.2K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.16KNew |
$59.5K - $63.9K
|
1.16K
$64.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2KNew |
$103K - $111K
|
2K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
27.5KNew |
$1.42M - $1.52M
|
27.5K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
3K+ 7.66% |
$155K - $166K
|
42.2K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-697- 7.7% |
$35.9K - $38.6K
|
8.36K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 30.22% |
$193K - $207K
|
16.1K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$5.25K - $5.64K
|
102
$5.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03KNew |
$52.9K - $56.8K
|
1.03K
$57.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.15KNew |
$59K - $63.4K
|
1.15K
$64.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-260- 2.78% |
$13.4K - $14.4K
|
9.09K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1KNew |
$51.5K - $55.3K
|
1K
$56.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.04KNew |
$363K - $390K
|
7.04K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.37KNew |
$277K - $297K
|
5.37K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3New |
$155 - $166
|
3
$169
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
150New |
$7.73K - $8.3K
|
150
$8.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
763New |
$39.3K - $42.2K
|
763
$42.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 69.31% |
$61.7K - $66.2K
|
530
$29.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.81KNew |
$93K - $99.9K
|
1.81K
$101K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-7K- 51.85% |
$361K - $387K
|
6.5K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14KNew |
$719K - $773K
|
14K
$785K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-638- 5.63% |
$32.9K - $35.3K
|
10.7K
$600K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.18KNew |
$267K - $286K
|
5.18K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.3K+ 8.4% |
$325K - $349K
|
81.3K
$4.57M
|
|