Purchases and Sales Made in Q1 2024 in J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.46K- 11.45% |
$518K - $547K
|
73.2K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-9.52KClosed |
$521K - $551K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9.61K- 12.82% |
$526K - $556K
|
65.4K
$3.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.62K- 4.46% |
$527K - $557K
|
206K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 5.11% |
$594K - $628K
|
201K
$11.8M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11K- 16.19% |
$604K - $638K
|
57.1K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11.2K- 14.72% |
$611K - $646K
|
64.7K
$3.8M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11.4K- 38.01% |
$625K - $661K
|
18.6K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 3.86% |
$637K - $673K
|
290K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.8K- 60.86% |
$645K - $681K
|
7.57K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.1K- 4.49% |
$662K - $699K
|
257K
$15.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-12.3K- 9.37% |
$671K - $709K
|
119K
$6.97M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-12.7K- 20.19% |
$693K - $732K
|
50K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13K- 25.28% |
$713K - $754K
|
38.5K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-13K- 19.68% |
$713K - $754K
|
53.2K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-13.7K- 40.99% |
$748K - $790K
|
19.7K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13.7K- 4.42% |
$753K - $795K
|
297K
$17.5M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-13.9K- 16.38% |
$761K - $804K
|
70.9K
$4.17M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-14K- 17.84% |
$768K - $812K
|
64.7K
$3.8M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 33.58% |
$772K - $816K
|
27.9K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-14.3K- 20.19% |
$781K - $825K
|
56.4K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-16.5K- 6.74% |
$901K - $952K
|
228K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-16.5K- 55.43% |
$904K - $956K
|
13.3K
$781K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-16.6K- 69.51% |
$908K - $959K
|
7.27K
$427K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.7K- 59.02% |
$916K - $968K
|
11.6K
$683K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17K- 7.57% |
$931K - $984K
|
208K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 17.06% |
$947K - $1M
|
84.1K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-17.3K- 22.56% |
$947K - $1M
|
59.4K
$3.49M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-18.8K- 19.64% |
$1.03M - $1.09M
|
76.9K
$4.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 15.08% |
$1.07M - $1.13M
|
110K
$6.46M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-19.9K- 8.79% |
$1.09M - $1.15M
|
207K
$12.1M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-20.3K- 6.49% |
$1.11M - $1.17M
|
292K
$17.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.7K- 15.1% |
$1.19M - $1.25M
|
122K
$7.17M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.1K- 14.69% |
$1.48M - $1.57M
|
157K
$9.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-29.3K- 21.7% |
$1.6M - $1.69M
|
106K
$6.21M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-30.1K- 5.5% |
$1.65M - $1.74M
|
517K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-30.2K- 20.1% |
$1.65M - $1.75M
|
120K
$7.05M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-30.5K- 43.06% |
$1.67M - $1.77M
|
40.4K
$2.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-36.3K- 7.1% |
$1.99M - $2.1M
|
475K
$27.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-37.3K- 5.11% |
$2.04M - $2.16M
|
693K
$40.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-37.3K- 62.29% |
$2.04M - $2.16M
|
22.6K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-37.6K- 6.02% |
$2.06M - $2.18M
|
587K
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-40.3K- 30.96% |
$2.21M - $2.33M
|
89.8K
$5.28M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.9K- 22.62% |
$2.29M - $2.42M
|
143K
$8.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-45K- 59.18% |
$2.46M - $2.6M
|
31K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-45.6K- 64.21% |
$2.5M - $2.64M
|
25.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-47K- 5.75% |
$2.57M - $2.72M
|
771K
$45.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-52.7K- 23.42% |
$2.89M - $3.05M
|
172K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-60.7K- 28.93% |
$3.32M - $3.51M
|
149K
$8.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-63.5K- 86.57% |
$3.48M - $3.68M
|
9.86K
$579K
|