Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.06K- 34.42% |
$447K - $463K
|
15.4K
$903K
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.37K- 5.33% |
$464K - $480K
|
149K
$8.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.37K- 13.43% |
$464K - $481K
|
54K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-8.55K- 47.26% |
$474K - $491K
|
9.54K
$561K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.7K- 28.38% |
$482K - $499K
|
22K
$1.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.93K- 4.21% |
$495K - $513K
|
203K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.19K- 48.38% |
$509K - $527K
|
9.8K
$576K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.29K- 4.5% |
$515K - $533K
|
197K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.32K- 2.3% |
$517K - $535K
|
395K
$23.2M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.41K- 13.76% |
$522K - $540K
|
59K
$3.47M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-9.77K- 63.61% |
$542K - $561K
|
5.59K
$329K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-10K- 20.44% |
$555K - $574K
|
38.9K
$2.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10.1K- 21.68% |
$560K - $579K
|
36.5K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.1K- 6.31% |
$560K - $580K
|
150K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.2K- 6.26% |
$563K - $583K
|
152K
$8.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-10.2K- 19.89% |
$564K - $584K
|
40.9K
$2.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10.3K- 9.71% |
$571K - $591K
|
95.7K
$5.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12.4K- 10.09% |
$686K - $710K
|
110K
$6.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-12.9K- 2.49% |
$713K - $738K
|
504K
$29.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-13.7K- 7.03% |
$760K - $787K
|
181K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.2K- 19.95% |
$790K - $817K
|
57.1K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.3K- 6.47% |
$791K - $819K
|
206K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.6K- 36.44% |
$812K - $841K
|
25.6K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15K- 31.58% |
$831K - $860K
|
32.5K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-15.3K- 33.66% |
$847K - $877K
|
30.1K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.5K- 2.13% |
$858K - $889K
|
710K
$41.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.2K- 10.64% |
$896K - $927K
|
136K
$7.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16.4K- 81.67% |
$908K - $940K
|
3.68K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-18K- 9.05% |
$1M - $1.03M
|
181K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.7K- 9.04% |
$1.04M - $1.07M
|
188K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20K- 3.82% |
$1.11M - $1.15M
|
504K
$29.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.2K- 65.22% |
$1.12M - $1.16M
|
10.8K
$634K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-20.6K- 3.8% |
$1.14M - $1.18M
|
522K
$30.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-21.3K- 85.21% |
$1.18M - $1.23M
|
3.71K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-23.5KClosed |
$1.3M - $1.35M
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24.6K- 13.97% |
$1.37M - $1.41M
|
152K
$8.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-26.6K- 20.43% |
$1.47M - $1.53M
|
104K
$6.09M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-27.9K- 22.29% |
$1.55M - $1.6M
|
97.3K
$5.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28.4K- 35.16% |
$1.58M - $1.63M
|
52.4K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29.6K- 31.43% |
$1.64M - $1.7M
|
64.6K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-30.8K- 18.31% |
$1.71M - $1.77M
|
137K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-33K- 17.73% |
$1.83M - $1.9M
|
153K
$9.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.5K- 17.15% |
$1.91M - $1.98M
|
167K
$9.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.4K- 42.11% |
$1.96M - $2.03M
|
48.7K
$2.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-35.6K- 25.47% |
$1.97M - $2.04M
|
104K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-36.8K- 15.45% |
$2.04M - $2.11M
|
201K
$11.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37.3K- 55.94% |
$2.07M - $2.14M
|
29.4K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-41.6K- 6.01% |
$2.31M - $2.39M
|
651K
$38.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-42.1K- 30.61% |
$2.33M - $2.42M
|
95.5K
$5.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-43K- 58.97% |
$2.38M - $2.47M
|
29.9K
$1.76M
|