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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1K+ 22.22% |
$50.9K - $56.8K
|
5.5K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.6K+ 7.63% |
$948K - $1.06M
|
263K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.7KNew |
$1.51M - $1.69M
|
29.7K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$25.3K - $28.3K
|
498
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.53KNew |
$281K - $314K
|
5.53K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
418+ 2.17% |
$21.3K - $23.7K
|
19.7K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$61.4K - $68.5K
|
2.41K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173New |
$8.8K - $9.82K
|
173
$9.72K
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.41KNew |
$224K - $250K
|
4.41K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.91K+ 58.22% |
$148K - $165K
|
7.91K
$444K
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70.1KNew |
$3.57M - $3.98M
|
70.1K
$3.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29K- 1.49% |
$65.7K - $73.4K
|
85.5K
$4.8M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
3.81KNew |
$194K - $216K
|
3.81K
$214K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$562K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.4K+ 26.9% |
$71.2K - $79.5K
|
6.61K
$371K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.47KNew |
$228K - $254K
|
4.47K
$251K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
52.8KNew |
$2.69M - $3M
|
52.8K
$2.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.2K- 25.92% |
$620K - $692K
|
34.8K
$1.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
259K+ 1736.59% |
$13.2M - $14.7M
|
273K
$15.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
322+ 59.41% |
$16.4K - $18.3K
|
864
$48.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
98.9KNew |
$5.03M - $5.62M
|
98.9K
$5.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$562K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.01KNew |
$255K - $284K
|
5.01K
$281K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
47KNew |
$2.39M - $2.67M
|
47K
$2.64M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
268New |
$13.6K - $15.2K
|
268
$15.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.42K - $1.59K
|
28
$1.57K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.72K+ 3.5% |
$87.4K - $97.5K
|
50.9K
$2.86M
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.1K+ 15.52% |
$159K - $179K
|
23.1K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.68KNew |
$240K - $271K
|
4.68K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 5.0% |
$51.2 - $57.8
|
21
$1.18K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
40.6K+ 44.0% |
$2.08M - $2.35M
|
133K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.03KNew |
$207K - $233K
|
4.03K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.51K- 2.03% |
$77.6K - $87.6K
|
73.3K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.35KNew |
$223K - $252K
|
4.35K
$244K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 21.74% |
$2.56K - $2.89K
|
280
$15.7K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.85K+ 45.64% |
$146K - $165K
|
9.09K
$510K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
472+ 39.07% |
$24.2K - $27.3K
|
1.68K
$94.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.22K- 34.46% |
$216K - $244K
|
8.02K
$451K
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
SELL
|
- |
-800Closed |
$41K - $46.3K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
23.2KNew |
$1.19M - $1.34M
|
23.2K
$1.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
150+ 1.4% |
$7.68K - $8.67K
|
10.9K
$611K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.99KNew |
$204K - $231K
|
3.99K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
4+ 0.23% |
$205 - $231
|
1.75K
$98.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
337+ 6.78% |
$17.3K - $19.5K
|
5.31K
$298K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5.8KNew |
$297K - $335K
|
5.8K
$326K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-338- 6.45% |
$17.3K - $19.5K
|
4.9K
$275K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$370K - $436K
|
7K
$393K
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.63KNew |
$456K - $537K
|
8.63K
$484K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
158+ 4.05% |
$8.35K - $9.83K
|
4.06K
$228K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
19.1K+ 22.84% |
$1.01M - $1.19M
|
103K
$5.76M
|
|