Purchases and Sales Made in Q1 2023 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Townsquare Capital LLC

BUY
 -
1.37K
+ 14.41%
$71.6K - $76.5K
10.9K $656K
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.36K
+ 3.24%
$71.1K - $76K
43.5K $2.62M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.33K
+ 1.7%
$69.1K - $73.9K
79.5K $4.78M
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.3K
+ 3.3%
$67.6K - $72.2K
40.6K $2.44M
Apr 17, 2023 Q1 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
1.28K
+ 3.32%
$66.7K - $71.2K
39.8K $2.39M
Apr 24, 2023 Q1 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
1.26K
+ 3.16%
$65.5K - $70K
41K $2.47M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
1.23K
+ 3.56%
$64.2K - $68.6K
35.8K $2.15M
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
1.21K
+ 94.18%
$63.3K - $67.6K
2.5K $151K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.19K
+ 595.0%
$62K - $66.3K
1.39K $83.6K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.18K
+ 3.2%
$61.5K - $65.7K
38.1K $2.29M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
1.14K
New
$59.2K - $63.3K
1.14K $68.3K
May 15, 2023 Q1 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
1.14K
New
$59.2K - $63.2K
1.14K $68.3K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.07K
+ 12.08%
$55.6K - $59.4K
9.9K $596K
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
1.06K
New
$55.5K - $59.3K
1.06K $64K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
1.06K
New
$55.1K - $58.9K
1.06K $63.6K
May 15, 2023 Q1 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
1.05K
+ 10.61%
$54.7K - $58.5K
11K $659K
May 11, 2023 Q1 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
1.03K
+ 26.45%
$53.4K - $57.1K
4.9K $295K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1K
New
$52.1K - $55.7K
1K $60.2K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1K
New
$52.1K - $55.7K
1K $60.2K
Apr 13, 2023 Q1 2023
Independent Investors Inc

BUY
 -
1K
+ 10.24%
$52.1K - $55.7K
10.8K $648K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
975
+ 9.64%
$50.8K - $54.3K
11.1K $667K
Apr 19, 2023 Q1 2023
Retirement Planning Group

BUY
 -
912
+ 12.55%
$47.5K - $50.8K
8.18K $492K
May 15, 2023 Q1 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
911
+ 23.04%
$47.5K - $50.7K
4.87K $293K
May 15, 2023 Q1 2023
Elco Management Co., LLC

New York, NY
BUY
 -
900
+ 4.09%
$46.9K - $50.1K
22.9K $1.38M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
886
+ 2.18%
$46.2K - $49.4K
41.5K $2.49M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
865
New
$45.1K - $48.2K
865 $52K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
836
New
$43.6K - $46.6K
836 $50.3K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
825
+ 3300.0%
$43K - $46K
850 $51.1K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
804
+ 2.72%
$41.9K - $44.8K
30.3K $1.82M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
800
New
$41.7K - $44.6K
800 $48.1K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
790
+ 98.5%
$41.2K - $44K
1.59K $95.8K
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
789
+ 1.87%
$41.1K - $43.9K
43.1K $2.59M
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
768
+ 3.34%
$40K - $42.8K
23.8K $1.43M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
766
+ 18.68%
$39.9K - $42.7K
4.87K $293K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
754
+ 22.66%
$39.3K - $42K
4.08K $246K
May 22, 2023 Q1 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
715
+ 3.72%
$37.3K - $39.8K
19.9K $1.2M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
702
New
$36.6K - $39.1K
702 $42.2K
May 15, 2023 Q1 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
696
+ 5.17%
$36.3K - $38.8K
14.1K $851K
May 09, 2023 Q1 2023
American Money Management, LLC

BUY
 -
692
+ 5.24%
$36.1K - $38.5K
13.9K $836K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
666
New
$34.7K - $37.1K
666 $40.1K
May 11, 2023 Q1 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
660
+ 13.91%
$34.4K - $36.8K
5.41K $325K
Apr 14, 2023 Q1 2023
Prentice Wealth Management LLC

BUY
 -
658
+ 0.55%
$34.3K - $36.7K
120K $7.22M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
645
+ 1.01%
$33.6K - $35.9K
64.6K $3.89M
Apr 19, 2023 Q1 2023
Seelaus Asset Management LLC

BUY
 -
630
+ 7.86%
$32.8K - $35.1K
8.65K $520K
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
622
New
$32.4K - $34.6K
622 $37.4K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
600
+ 200.0%
$31.3K - $33.4K
900 $54.1K
May 12, 2023 Q1 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
570
New
$29.7K - $31.7K
570 $34.3K
May 12, 2023 Q1 2023
Capital Market Strategies LLC

BUY
 -
532
+ 4.79%
$27.7K - $29.6K
11.6K $700K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
528
New
$27.5K - $29.4K
528 $31.8K

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