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 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
497
+ 14.08%
$25.9K - $27.7K
4.03K $244K
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
470
+ 1.97%
$24.5K - $26.2K
24.3K $1.48M
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
470
+ 5.88%
$24.5K - $26.2K
8.47K $514K
May 15, 2023 Q1 2023
Family Management Corp

New York, NY
BUY
 -
455
New
$23.7K - $25.3K
455 $27.6K
May 15, 2023 Q1 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
427
+ 30.5%
$22.3K - $23.8K
1.83K $111K
May 15, 2023 Q1 2023
Laird Norton Trust Company, LLC

BUY
 -
397
+ 10.55%
$20.7K - $22.1K
4.16K $253K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
380
+ 27.36%
$19.8K - $21.2K
1.77K $107K
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
348
+ 3.34%
$18.1K - $19.4K
10.8K $654K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
346
New
$18K - $19.3K
346 $21K
May 12, 2023 Q1 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
333
+ 3.82%
$17.4K - $18.5K
9.05K $549K
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
298
+ 4.3%
$15.5K - $16.6K
7.23K $439K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
290
+ 19.75%
$15.1K - $16.2K
1.76K $107K
Apr 04, 2023 Q1 2023
Modus Advisors, LLC

BUY
 -
272
+ 1.71%
$14.2K - $15.2K
16.2K $985K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
269
+ 1681.25%
$14K - $15K
285 $17.3K
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
257
+ 2.46%
$13.4K - $14.3K
10.7K $649K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
250
New
$13K - $13.9K
250 $15.2K
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
245
+ 6.61%
$12.8K - $13.6K
3.95K $240K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
240
New
$12.5K - $13.4K
240 $14.6K
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
234
+ 5.65%
$12.2K - $13K
4.37K $265K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
220
+ 20.22%
$11.5K - $12.3K
1.31K $79.4K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
218
New
$11.4K - $12.1K
218 $13.2K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
208
New
$10.8K - $11.6K
208 $12.6K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
201
+ 18.63%
$10.5K - $11.2K
1.28K $77.7K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
200
New
$10.4K - $11.1K
200 $12.1K
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
200
+ 2.72%
$10.4K - $11.1K
7.54K $458K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
186
New
$9.7K - $10.4K
186 $11.3K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
177
New
$9.23K - $9.86K
177 $10.7K
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
175
+ 3.07%
$9.12K - $9.75K
5.88K $357K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
164
+ 7.13%
$8.55K - $9.13K
2.46K $150K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
151
+ 1.17%
$7.87K - $8.41K
13.1K $796K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
130
New
$6.78K - $7.24K
130 $7.89K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
129
New
$6.72K - $7.19K
129 $7.83K
Apr 11, 2023 Q1 2023
Bouvel Investment Partners, LLC

BUY
 -
129
+ 0.07%
$6.72K - $7.19K
190K $11.6M
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
120
New
$6.26K - $6.68K
120 $7.28K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
118
+ 3.38%
$6.15K - $6.57K
3.61K $219K
Apr 20, 2023 Q1 2023
Fusion Family Wealth LLC

BUY
 -
117
+ 1.74%
$6.1K - $6.52K
6.85K $416K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
115
+ 26.44%
$5.99K - $6.41K
550 $33.4K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
114
+ 0.04%
$5.94K - $6.35K
282K $17.1M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
103
New
$5.37K - $5.74K
103 $6.25K
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
101
+ 17.12%
$5.27K - $5.63K
691 $41.9K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
93
+ 98.94%
$4.85K - $5.18K
187 $11.3K
May 09, 2023 Q1 2023
Arcus Capital Partners, LLC

BUY
 -
83
+ 0.29%
$4.33K - $4.62K
29.2K $1.77M
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
77
New
$4.01K - $4.29K
77 $4.67K
Apr 17, 2023 Q1 2023
Paragon Private Wealth Management, LLC

BUY
 -
53
+ 0.63%
$2.76K - $2.95K
8.43K $512K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
50
New
$2.61K - $2.79K
50 $3.03K
May 04, 2023 Q1 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
45
+ 0.83%
$2.35K - $2.51K
5.45K $330K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
42
+ 0.82%
$2.19K - $2.34K
5.14K $312K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
37
+ 92.5%
$1.93K - $2.06K
77 $4.67K
May 04, 2023 Q1 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
33
+ 0.29%
$1.72K - $1.84K
11.5K $697K

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