Purchases and Sales Made in Q1 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.39M+ 192.81% |
$255M - $277M
|
6.67M
$390M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.93M+ 100.07% |
$170M - $185M
|
5.86M
$343M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21M+ 66.43% |
$70.6M - $76.6M
|
3.04M
$178M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
929K+ 258.43% |
$54M - $58.6M
|
1.29M
$75.3M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
921KNew |
$53.5M - $58M
|
921K
$53.8M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
741K+ 4143.99% |
$43.1M - $46.7M
|
759K
$44.4M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
491K+ 55.88% |
$28.5M - $31M
|
1.37M
$80.1M
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
451K+ 44.41% |
$26.2M - $28.5M
|
1.47M
$85.8M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
376K+ 179.54% |
$21.8M - $23.7M
|
585K
$34.2M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
339K+ 3296.3% |
$19.7M - $21.4M
|
349K
$20.4M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
334K+ 41.15% |
$19.4M - $21.1M
|
1.15M
$67.1M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
320KNew |
$18.6M - $20.2M
|
320K
$18.7M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$17.4M - $18.9M
|
300K
$17.5M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
239KNew |
$13.9M - $15.1M
|
239K
$14M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213K+ 171.92% |
$12.4M - $13.4M
|
336K
$19.7M
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
186KNew |
$10.8M - $11.7M
|
186K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
170KNew |
$9.89M - $10.7M
|
170K
$9.95M
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
158KNew |
$9.16M - $9.94M
|
158K
$9.22M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
148K+ 1346.89% |
$8.6M - $9.33M
|
159K
$9.3M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 12.85% |
$7.8M - $8.47M
|
1.18M
$69M
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
133K+ 5.43% |
$7.76M - $8.42M
|
2.59M
$152M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
124KNew |
$7.2M - $7.81M
|
124K
$7.25M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
120K+ 76.78% |
$6.97M - $7.56M
|
276K
$16.1M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 263.99% |
$6.86M - $7.44M
|
163K
$9.52M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 11.08% |
$6.75M - $7.33M
|
1.16M
$68.1M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 33.66% |
$6.75M - $7.32M
|
461K
$27M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
104KNew |
$6.02M - $6.53M
|
104K
$6.06M
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
102KNew |
$5.9M - $6.41M
|
102K
$5.94M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
95.8KNew |
$5.57M - $6.04M
|
95.8K
$5.6M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92.2K+ 1663.82% |
$5.36M - $5.81M
|
97.7K
$5.71M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
88.9K+ 71.98% |
$5.17M - $5.6M
|
212K
$12.4M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85.1K+ 269.87% |
$4.94M - $5.36M
|
117K
$6.82M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
78.3KNew |
$4.55M - $4.94M
|
78.3K
$4.58M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.5K+ 88.59% |
$4.44M - $4.82M
|
163K
$9.52M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.6K+ 92.88% |
$4.22M - $4.58M
|
151K
$8.81M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
72.1K+ 85.74% |
$4.19M - $4.55M
|
156K
$9.14M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
67.2K+ 311.69% |
$3.91M - $4.24M
|
88.8K
$5.19M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
65.1K+ 5.6% |
$3.78M - $4.1M
|
1.23M
$71.7M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.1K+ 171.91% |
$3.66M - $3.98M
|
99.7K
$5.83M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
57.5K+ 42.08% |
$3.34M - $3.63M
|
194K
$11.4M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55K+ 16614.8% |
$3.2M - $3.47M
|
55.3K
$3.23M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
54.9K+ 7.2% |
$3.19M - $3.46M
|
818K
$47.9M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
52.9K+ 1151.74% |
$3.07M - $3.33M
|
57.5K
$3.36M
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51.5K+ 222.52% |
$2.99M - $3.25M
|
74.7K
$4.37M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.1K+ 634.09% |
$2.97M - $3.22M
|
59.1K
$3.46M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
48.1K+ 136.11% |
$2.8M - $3.03M
|
83.5K
$4.88M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.3KNew |
$2.75M - $2.98M
|
47.3K
$2.76M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.5K+ 46.91% |
$2.7M - $2.93M
|
146K
$8.52M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
46K+ 126.03% |
$2.67M - $2.9M
|
82.5K
$4.82M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.1KNew |
$2.62M - $2.84M
|
45.1K
$2.64M
|