Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JEPI)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3.34K+ 3.75% |
$179K - $187K
|
92.5K
$5.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.64K+ 27.5% |
$141K - $148K
|
12.3K
$695K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.34K+ 56.54% |
$125K - $131K
|
6.48K
$368K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$53.5K - $55.9K
|
1K
$56.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
670+ 8375.0% |
$35.8K - $37.5K
|
678
$38.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
331+ 7.48% |
$17.7K - $18.5K
|
4.76K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324New |
$17.3K - $18.1K
|
324
$18.4K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
290New |
$15.5K - $16.2K
|
290
$16.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$14.7K - $15.4K
|
275
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
269New |
$14.4K - $15K
|
269
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 29.62% |
$13.4K - $14K
|
1.09K
$62K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206New |
$11K - $11.5K
|
206
$11.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$10.7K - $11.2K
|
200
$11.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31+ 0.17% |
$1.66K - $1.73K
|
17.8K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$642 - $671
|
12
$680
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
10+ 0.1% |
$535 - $559
|
10.2K
$578K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
110KNew |
$5.94M - $6.11M
|
110K
$6.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22.6K+ 6.8% |
$1.21M - $1.25M
|
354K
$20.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.4K+ 1.35% |
$1.04M - $1.07M
|
1.45M
$82.3M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13.8K+ 12.12% |
$742K - $763K
|
127K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
13KNew |
$700K - $720K
|
13K
$737K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$539K - $554K
|
10K
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
8.76K+ 6.28% |
$472K - $485K
|
148K
$8.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
7.5KNew |
$404K - $416K
|
7.5K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.46KNew |
$402K - $413K
|
7.46K
$423K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6KNew |
$323K - $332K
|
6K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.91KNew |
$318K - $328K
|
5.91K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.21KNew |
$281K - $289K
|
5.21K
$295K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.63K+ 362.03% |
$250K - $257K
|
5.91K
$335K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
4.58KNew |
$247K - $254K
|
4.58K
$260K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.41K+ 26.65% |
$238K - $244K
|
21K
$1.19M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
3.77KNew |
$203K - $209K
|
3.77K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.74K+ 1.93% |
$93.7K - $96.4K
|
91.9K
$5.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
974New |
$52.4K - $54K
|
974
$55.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
947+ 2.36% |
$51K - $52.5K
|
41.1K
$2.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
726+ 8.42% |
$39.1K - $40.2K
|
9.34K
$530K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
566+ 283.0% |
$30.5K - $31.4K
|
766
$43.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
495New |
$26.7K - $27.4K
|
495
$28.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
204New |
$11K - $11.3K
|
204
$11.6K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
146New |
$7.86K - $8.09K
|
146
$8.28K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
144New |
$7.75K - $7.98K
|
144
$8.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
140New |
$7.54K - $7.76K
|
140
$7.94K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
125+ 2.28% |
$6.73K - $6.93K
|
5.61K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
98+ 2.48% |
$5.28K - $5.43K
|
4.05K
$229K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
55+ 0.91% |
$2.96K - $3.05K
|
6.11K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35+ 194.44% |
$1.88K - $1.94K
|
53
$3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.27% |
$269 - $277
|
1.82K
$103K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 2.56% |
$108 - $111
|
80
$4.53K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.32MNew |
$173M - $185M
|
3.32M
$188M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.5K+ 126.03% |
$2.48M - $2.65M
|
85.2K
$4.83M
|
|