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 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5K+ 8.77% |
$912K - $944K
|
204K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
16.4K+ 28.92% |
$909K - $941K
|
73K
$4.31M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 7.6% |
$900K - $931K
|
230K
$13.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.1K+ 8.04% |
$892K - $924K
|
216K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
15.8K+ 23.64% |
$876K - $907K
|
82.6K
$4.88M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 1.96% |
$874K - $905K
|
822K
$48.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
15.4KNew |
$856K - $886K
|
15.4K
$912K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
15.4K+ 183.99% |
$856K - $886K
|
23.8K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
15.3K+ 29.27% |
$849K - $879K
|
67.6K
$3.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.2K+ 23.01% |
$844K - $873K
|
81.3K
$4.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.8KNew |
$821K - $850K
|
14.8K
$875K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
14.8KNew |
$820K - $849K
|
14.8K
$874K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.6K+ 66.41% |
$812K - $840K
|
36.7K
$2.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
14.5K+ 26.04% |
$803K - $831K
|
70.1K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.4K+ 12.48% |
$798K - $825K
|
130K
$7.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.1K+ 9.31% |
$783K - $810K
|
166K
$9.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14K+ 21.71% |
$778K - $805K
|
78.7K
$4.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
14K+ 8.08% |
$775K - $802K
|
187K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
13.9K+ 6.9% |
$772K - $799K
|
216K
$12.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.8KNew |
$763K - $790K
|
13.8K
$813K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.7KNew |
$760K - $786K
|
13.7K
$809K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.7KNew |
$757K - $783K
|
13.7K
$806K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$749K - $776K
|
13.5K
$798K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
13.5K+ 17.67% |
$749K - $775K
|
89.9K
$5.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.4K+ 32.89% |
$741K - $767K
|
54K
$3.19M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.2K+ 88.46% |
$734K - $759K
|
28.2K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12.9K+ 10.19% |
$717K - $742K
|
140K
$8.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.8K+ 32.19% |
$709K - $734K
|
52.5K
$3.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.6K+ 3.63% |
$700K - $725K
|
360K
$21.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.5K+ 10.73% |
$692K - $716K
|
129K
$7.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
12.4K+ 8.82% |
$685K - $709K
|
152K
$9M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 15.6% |
$674K - $698K
|
90.1K
$5.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
12K+ 20.5% |
$666K - $689K
|
70.6K
$4.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
12K+ 49.0% |
$664K - $687K
|
36.4K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
11.7K+ 74.21% |
$649K - $672K
|
27.5K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.5K+ 55.9% |
$639K - $662K
|
32.2K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
11.5K+ 30.82% |
$635K - $657K
|
48.6K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4K+ 3.14% |
$631K - $653K
|
373K
$22.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.4K+ 8.24% |
$630K - $652K
|
149K
$8.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 8.03% |
$626K - $648K
|
152K
$8.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.1K+ 17.12% |
$616K - $638K
|
76K
$4.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.1K+ 115.63% |
$615K - $636K
|
20.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.1K+ 7.08% |
$614K - $635K
|
167K
$9.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
11K+ 8.12% |
$609K - $630K
|
146K
$8.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 88.42% |
$600K - $621K
|
23.1K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10.8K+ 1.68% |
$598K - $619K
|
652K
$38.5M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7KNew |
$592K - $613K
|
10.7K
$631K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
10.6K+ 10.85% |
$590K - $610K
|
109K
$6.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
10.6K+ 8.1% |
$589K - $609K
|
142K
$8.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10.5K+ 19.34% |
$585K - $605K
|
65.1K
$3.84M
|