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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$176K - $189K
|
3.41K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 12.9% |
$174K - $187K
|
29.5K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.37KNew |
$174K - $186K
|
3.37K
$199K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.35K+ 11.52% |
$173K - $186K
|
32.5K
$1.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.27K+ 14.97% |
$168K - $181K
|
25.1K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.22K+ 5.36% |
$166K - $178K
|
63.3K
$3.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.16K+ 7.67% |
$163K - $175K
|
44.3K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.13K+ 19.9% |
$161K - $173K
|
18.8K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.12K+ 61.85% |
$161K - $173K
|
8.18K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12K+ 41.48% |
$161K - $173K
|
10.6K
$628K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.11K+ 1.76% |
$160K - $172K
|
179K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.11K+ 2.15% |
$160K - $172K
|
147K
$8.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3K+ 32.09% |
$155K - $166K
|
12.4K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
3K+ 7.66% |
$155K - $166K
|
42.2K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.96K+ 3.21% |
$153K - $164K
|
95.1K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.95K+ 29540.0% |
$152K - $163K
|
2.96K
$175K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.9K+ 4.89% |
$150K - $161K
|
62.3K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.9K+ 22.77% |
$149K - $160K
|
15.6K
$923K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.89K+ 10.15% |
$149K - $160K
|
31.4K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.88K+ 52.86% |
$148K - $159K
|
8.33K
$492K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.88K+ 52.86% |
$148K - $159K
|
8.33K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.84K+ 9.32% |
$146K - $157K
|
33.3K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.83K+ 46.46% |
$146K - $157K
|
8.92K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.79K+ 22.97% |
$144K - $154K
|
14.9K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.78K+ 5.75% |
$143K - $154K
|
51K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.77K+ 63.08% |
$143K - $153K
|
7.16K
$423K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.72K+ 4540.0% |
$140K - $151K
|
2.78K
$164K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.72K+ 2.71% |
$140K - $150K
|
103K
$6.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.68K+ 4.0% |
$138K - $148K
|
69.7K
$4.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.66K+ 8.27% |
$137K - $147K
|
34.8K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.65K+ 10.67% |
$137K - $147K
|
27.5K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
2.63K+ 12.56% |
$135K - $146K
|
23.6K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.61K+ 4.15% |
$134K - $144K
|
65.4K
$3.86M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.54KNew |
$131K - $141K
|
2.54K
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.51K+ 1.74% |
$129K - $139K
|
146K
$8.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.47KNew |
$127K - $136K
|
2.47K
$146K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
2.44K+ 1.39% |
$126K - $135K
|
179K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.42K+ 39.72% |
$125K - $134K
|
8.51K
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.4K+ 0.55% |
$124K - $133K
|
440K
$26M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.36K+ 28.96% |
$122K - $131K
|
10.5K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.36K+ 25.86% |
$122K - $131K
|
11.5K
$679K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.29KNew |
$118K - $127K
|
2.29K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.29KNew |
$118K - $127K
|
2.29K
$135K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.28K+ 10.4% |
$117K - $126K
|
24.2K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.21K+ 762.98% |
$114K - $122K
|
2.49K
$147K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.19K+ 4.38% |
$113K - $121K
|
52.2K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.11K+ 0.29% |
$109K - $117K
|
720K
$42.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.08K+ 5.72% |
$107K - $115K
|
38.4K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.04K+ 1.96% |
$105K - $113K
|
106K
$6.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2KNew |
$103K - $111K
|
2K
$118K
|