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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-46- 0.39% |
$2.37K - $2.55K
|
11.8K
$665K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-598- 3.1% |
$30.8K - $33.1K
|
18.7K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-356- 24.52% |
$18.3K - $19.7K
|
1.1K
$61.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.23K- 47.5% |
$218K - $234K
|
4.68K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$2.71M - $2.91M
|
52.5K
$2.95M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
403New |
$20.8K - $22.3K
|
403
$22.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71KNew |
$243K - $261K
|
4.71K
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-146K- 66.02% |
$7.51M - $8.07M
|
75K
$4.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-104- 1.93% |
$5.36K - $5.75K
|
5.3K
$298K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-127K- 59.58% |
$6.53M - $7.02M
|
86K
$4.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$464 - $498
|
9
$506
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.81KNew |
$402K - $432K
|
7.81K
$439K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-246- 0.11% |
$12.7K - $13.6K
|
214K
$12M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.75K+ 34.55% |
$245K - $263K
|
18.5K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
240New |
$12.4K - $13.3K
|
240
$13.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-93.7K- 54.19% |
$4.83M - $5.19M
|
79.2K
$4.45M
|
|
| Q3 2023 | |||||||
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.65KClosed |
$195K - $204K
|
0
$0
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.34K+ 56.54% |
$125K - $131K
|
6.48K
$364K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$207K - $216K
|
3.87K
$217K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-800- 15.09% |
$42.8K - $44.7K
|
4.5K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13KNew |
$696K - $727K
|
13K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.8KNew |
$203K - $213K
|
3.8K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 9.68% |
$53.5K - $55.9K
|
9.33K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 29.62% |
$13.4K - $14K
|
1.09K
$61.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
331+ 7.48% |
$17.7K - $18.5K
|
4.76K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.19KNew |
$331K - $346K
|
6.19K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-843- 8.25% |
$45.1K - $47.1K
|
9.37K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
10+ 0.1% |
$535 - $559
|
10.2K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.83KNew |
$526K - $550K
|
9.83K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.44KClosed |
$238K - $248K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
269New |
$14.4K - $15K
|
269
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
21.9K+ 40.11% |
$1.17M - $1.22M
|
76.4K
$4.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$642 - $671
|
12
$674
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
CALL |
12.7KNew |
$679K - $710K
|
12.7K
$713K
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
52.4KNew |
$2.8M - $2.93M
|
52.4K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.64K+ 27.5% |
$141K - $148K
|
12.3K
$689K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206New |
$11K - $11.5K
|
206
$11.6K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
290New |
$15.5K - $16.2K
|
290
$16.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
9.69KNew |
$518K - $542K
|
9.69K
$544K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31+ 0.17% |
$1.66K - $1.73K
|
17.8K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.81KNew |
$257K - $269K
|
4.81K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324New |
$17.3K - $18.1K
|
324
$18.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.17K- 48.15% |
$276K - $289K
|
5.57K
$313K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
670+ 8375.0% |
$35.8K - $37.5K
|
678
$38.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$661K - $690K
|
12.3K
$693K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.73KNew |
$306K - $320K
|
5.73K
$322K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 11.97% |
$31.1K - $32.5K
|
4.27K
$240K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$10.7K - $11.2K
|
200
$11.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-301- 1.43% |
$16.1K - $16.8K
|
20.7K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.09K+ 2.9% |
$433K - $452K
|
287K
$16.1M
|
|