Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.14M+ 36.77% |
$372M - $398M
|
26.6M
$1.61B
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.01M+ 18.95% |
$209M - $224M
|
25.2M
$1.53B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.84M+ 20.0% |
$200M - $214M
|
23M
$1.4B
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.32MNew |
$173M - $185M
|
3.32M
$202M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.36MNew |
$123M - $132M
|
2.36M
$143M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.64M+ 18.67% |
$85.6M - $91.4M
|
10.4M
$633M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.25M+ 29.6% |
$65.4M - $69.8M
|
5.49M
$333M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.22M+ 49.95% |
$63.7M - $68.1M
|
3.67M
$223M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
888K+ 21.42% |
$46.3M - $49.5M
|
5.03M
$305M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
877KNew |
$45.7M - $48.9M
|
877K
$53.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
806K+ 65.25% |
$42M - $44.9M
|
2.04M
$124M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
687K+ 40.93% |
$35.8M - $38.2M
|
2.36M
$143M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
548K+ 37.31% |
$28.6M - $30.5M
|
2.02M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
530K+ 56.0% |
$27.7M - $29.5M
|
1.48M
$89.7M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
480K+ 501.73% |
$25M - $26.8M
|
576K
$35M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
473KNew |
$24.7M - $26.3M
|
473K
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
446K+ 48.83% |
$23.2M - $24.8M
|
1.36M
$82.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
443K+ 70.31% |
$23.1M - $24.7M
|
1.07M
$65.2M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
438KNew |
$22.8M - $24.4M
|
438K
$26.6M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
413K+ 3867.94% |
$21.5M - $23M
|
423K
$25.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
392K+ 185.04% |
$20.4M - $21.8M
|
604K
$36.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
382K+ 134.87% |
$19.9M - $21.3M
|
666K
$40.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
338K+ 90.2% |
$17.6M - $18.8M
|
713K
$43.3M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
313K+ 93.43% |
$16.3M - $17.4M
|
647K
$39.3M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
303KNew |
$15.8M - $16.9M
|
303K
$18.4M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
296KNew |
$15.4M - $16.5M
|
296K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
275K+ 65.17% |
$14.3M - $15.3M
|
697K
$42.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
240K+ 35.17% |
$12.5M - $13.4M
|
924K
$56.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
239K+ 1426.29% |
$12.5M - $13.3M
|
256K
$15.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
227K+ 3522.41% |
$11.8M - $12.6M
|
233K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
226K+ 13.31% |
$11.8M - $12.6M
|
1.92M
$117M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
215K+ 11.66% |
$11.2M - $12M
|
2.06M
$125M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
210K+ 17.19% |
$11M - $11.7M
|
1.43M
$87M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
209K+ 284.7% |
$10.9M - $11.6M
|
282K
$17.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
200KNew |
$10.4M - $11.2M
|
200K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
200KNew |
$10.4M - $11.1M
|
200K
$12.1M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
178K+ 114.95% |
$9.28M - $9.92M
|
333K
$20.2M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
177K+ 42.79% |
$9.24M - $9.87M
|
591K
$35.9M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
168K+ 102.54% |
$8.75M - $9.35M
|
332K
$20.1M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
162KNew |
$8.46M - $9.04M
|
162K
$9.85M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
162K+ 97.25% |
$8.44M - $9.02M
|
329K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
162K+ 12.09% |
$8.43M - $9M
|
1.5M
$91M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
160K+ 19.5% |
$8.34M - $8.91M
|
980K
$59.5M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
156KNew |
$8.15M - $8.71M
|
156K
$9.49M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
154K+ 34.61% |
$8.05M - $8.6M
|
600K
$36.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
149KNew |
$7.79M - $8.32M
|
149K
$9.07M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
144K+ 36.15% |
$7.53M - $8.04M
|
544K
$33M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
141K+ 18.32% |
$7.35M - $7.85M
|
911K
$55.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 4.9% |
$7.11M - $7.59M
|
2.92M
$177M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
135K+ 33.34% |
$7.04M - $7.52M
|
540K
$32.8M
|