Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-923- 11.61% |
$47.5K - $51.1K
|
7.03K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-949- 12.15% |
$48.9K - $52.5K
|
6.86K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-974- 0.43% |
$50.2K - $53.9K
|
225K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 3.14% |
$51.5K - $55.3K
|
30.9K
$1.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.05K- 0.57% |
$54.2K - $58.2K
|
185K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 3.37% |
$56.2K - $60.4K
|
31.3K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.14K- 2.4% |
$58.7K - $63.1K
|
46.3K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.18K- 25.0% |
$60.5K - $65K
|
3.53K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 69.31% |
$61.7K - $66.2K
|
530
$31.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.2K- 6.89% |
$61.8K - $66.3K
|
16.2K
$959K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.21K- 10.71% |
$62.1K - $66.7K
|
10K
$594K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 66.65% |
$63.1K - $67.8K
|
613
$36.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.25K- 19.16% |
$64.4K - $69.2K
|
5.28K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.33K- 9.68% |
$68.5K - $73.5K
|
12.4K
$734K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 9.05% |
$69.5K - $74.7K
|
13.6K
$803K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.39K- 13.66% |
$71.3K - $76.6K
|
8.76K
$518K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.39K- 13.66% |
$71.3K - $76.6K
|
8.76K
$518K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.44K- 7.7% |
$74.2K - $79.7K
|
17.3K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.45K- 7.11% |
$74.7K - $80.2K
|
18.9K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.45K- 4.42% |
$74.9K - $80.4K
|
31.4K
$1.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.48K- 3.83% |
$76.1K - $81.7K
|
37.1K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 10.8% |
$78.2K - $84K
|
12.5K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.52K- 7.9% |
$78.3K - $84.1K
|
17.7K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.54K- 4.45% |
$79.2K - $85K
|
33K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.58K- 15.14% |
$81.3K - $87.4K
|
8.85K
$523K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.59K- 21.12% |
$81.9K - $88K
|
5.94K
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.62K- 4.76% |
$83.3K - $89.5K
|
32.3K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.71K- 28.15% |
$87.9K - $94.4K
|
4.35K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.76K- 12.81% |
$90.6K - $97.3K
|
12K
$708K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.77K- 2.57% |
$91K - $97.7K
|
67K
$3.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.83K- 1.89% |
$94.1K - $101K
|
95K
$5.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.85K- 5.12% |
$95.1K - $102K
|
34.3K
$2.03M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.86K- 0.3% |
$95.7K - $103K
|
622K
$36.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.87K- 34.55% |
$96.1K - $103K
|
3.53K
$209K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.87K- 88.53% |
$96.2K - $103K
|
242
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.93K- 4.07% |
$99.2K - $107K
|
45.4K
$2.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.95K- 3.61% |
$100K - $108K
|
51.9K
$3.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.04K- 7.16% |
$105K - $113K
|
26.4K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.06K- 2.83% |
$106K - $114K
|
70.6K
$4.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.15K- 7.09% |
$111K - $119K
|
28.2K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.19K- 7.92% |
$113K - $121K
|
25.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.22K- 3.04% |
$115K - $123K
|
70.9K
$4.2M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.3K- 5.41% |
$118K - $127K
|
40.2K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 3.36% |
$119K - $127K
|
66.2K
$3.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.31K- 4.69% |
$119K - $128K
|
46.8K
$2.77M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.38K- 12.03% |
$123K - $132K
|
17.4K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.41K- 1.29% |
$124K - $133K
|
184K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.41K- 15.83% |
$124K - $133K
|
12.8K
$758K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.41K- 2.15% |
$124K - $134K
|
110K
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.44K- 2.36% |
$125K - $135K
|
101K
$5.97M
|