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
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
30
New
$1.56K - $1.67K
30 $1.82K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
18
+ 3.42%
$938 - $1K
544 $33K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
16
New
$834 - $891
16 $971
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
16
New
$834 - $891
16 $971
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
13
New
$678 - $724
13 $789
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
7
+ 0.13%
$365 - $390
5.59K $339K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

BUY
 -
5
New
$261 - $279
5 $303
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
4
New
$209 - $223
4 $243
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
4
+ 44.44%
$209 - $223
13 $789
Apr 17, 2023 Q1 2023
Rba Wealth Management, LLC

BUY
 -
3
+ 0.06%
$156 - $167
5.35K $324K
Apr 12, 2023 Q1 2023
Piershale Financial Group, Inc.

BUY
 -
2
+ 2.63%
$104 - $111
78 $4.73K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
2
+ 1.77%
$104 - $111
115 $6.98K
Apr 20, 2023 Q1 2023
Accel Wealth Management

SELL
 -
-12
- 0.07%
$626 - $668
17.6K $1.07M
May 12, 2023 Q1 2023
Crewe Advisors LLC

SELL
 -
-13
- 0.14%
$678 - $724
9.05K $549K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-22
- 2.97%
$1.15K - $1.23K
718 $43.6K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-34
- 0.07%
$1.77K - $1.89K
48.4K $2.94M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-41
- 0.83%
$2.14K - $2.28K
4.87K $296K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-92
- 4.81%
$4.8K - $5.12K
1.82K $110K
Apr 10, 2023 Q1 2023
First Premier Bank

SELL
 -
-100
- 0.49%
$5.21K - $5.57K
20.5K $1.24M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

SELL
 -
-100
- 0.49%
$5.21K - $5.57K
20.4K $1.24M
May 22, 2023 Q1 2023
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-112
- 2.82%
$5.84K - $6.24K
3.86K $234K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

SELL
 -
-170
- 0.12%
$8.86K - $9.47K
148K $8.95M
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

SELL
 -
-200
- 2.99%
$10.4K - $11.1K
6.48K $393K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

SELL
 -
-251
- 58.37%
$13.1K - $14K
179 $10.9K
Apr 05, 2023 Q1 2023
Bts Asset Management, Inc.

SELL
 -
-266
- 2.74%
$13.9K - $14.8K
9.43K $572K
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
SELL
 -
-285
- 81.43%
$14.9K - $15.9K
65 $3.94K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-338
- 6.84%
$17.6K - $18.8K
4.6K $279K
May 10, 2023 Q1 2023
Ascent Group, LLC

SELL
 -
-388
- 6.72%
$20.2K - $21.6K
5.39K $327K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-450
- 69.23%
$23.5K - $25.1K
200 $12.1K
Apr 10, 2023 Q1 2023
Next Level Private LLC

Harrison, NY
SELL
 -
-461
- 2.42%
$24K - $25.7K
18.6K $1.13M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-476
- 3.07%
$24.8K - $26.5K
15K $912K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

SELL
 -
-481
- 2.4%
$25.1K - $26.8K
19.5K $1.19M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-500
- 7.3%
$26.1K - $27.9K
6.35K $385K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-501
- 5.77%
$26.1K - $27.9K
8.18K $497K
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-539
- 1.05%
$28.1K - $30K
50.6K $3.07M
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

SELL
 -
-555
- 1.4%
$28.9K - $30.9K
39.2K $2.38M
May 09, 2023 Q1 2023
Nelson Capital Management, LLC

SELL
 -
-561
- 1.49%
$29.2K - $31.2K
37K $2.24M
May 03, 2023 Q1 2023
Optimum Investment Advisors

SELL
 -
-600
- 66.67%
$31.3K - $33.4K
300 $18.2K
May 08, 2023 Q1 2023
Brighton Jones LLC

SELL
 -
-604
- 9.87%
$31.5K - $33.6K
5.52K $335K
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

SELL
 -
-614
- 2.46%
$32K - $34.2K
24.3K $1.48M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-641
- 10.31%
$33.4K - $35.7K
5.58K $338K
May 08, 2023 Q1 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-656
- 1.48%
$34.2K - $36.5K
43.6K $2.65M
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

SELL
 -
-707
- 3.6%
$36.9K - $39.4K
18.9K $1.15M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

SELL
 -
-736
- 12.12%
$38.4K - $41K
5.34K $324K
Apr 21, 2023 Q1 2023
Financial Management Network Inc

SELL
 -
-738
- 10.27%
$38.5K - $41.1K
6.45K $391K
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

SELL
 -
-881
- 7.48%
$45.9K - $49.1K
10.9K $661K
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-944
- 15.3%
$49.2K - $52.6K
5.23K $317K
May 15, 2023 Q1 2023
David R. Rahn & Associates Inc.

SELL
 -
-955
- 0.62%
$49.8K - $53.2K
154K $9.35M
May 10, 2023 Q1 2023
Cypress Capital Management LLC (Wy)

SELL
 -
-985
- 2.45%
$51.3K - $54.9K
39.3K $2.38M

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