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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.03K- 99.9% |
$53.6K - $57.3K
|
1
$60.7
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.09K- 4.08% |
$56.8K - $60.7K
|
25.6K
$1.55M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.48K- 6.67% |
$77.3K - $82.5K
|
20.7K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.51K- 2.76% |
$78.6K - $83.9K
|
53.1K
$3.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.71K- 27.88% |
$89.2K - $95.4K
|
4.43K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.11K- 28.32% |
$110K - $117K
|
5.33K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.3K- 9.12% |
$120K - $128K
|
22.9K
$1.39M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 23.64% |
$125K - $133K
|
7.74K
$470K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.84K- 11.96% |
$148K - $158K
|
20.9K
$1.27M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.87K- 40.48% |
$150K - $160K
|
4.22K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.88K- 12.4% |
$150K - $160K
|
20.3K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.34K- 32.38% |
$174K - $186K
|
6.98K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.48K- 3.71% |
$181K - $194K
|
90.3K
$5.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.81K- 22.07% |
$199K - $212K
|
13.5K
$817K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.02K- 0.26% |
$209K - $224K
|
1.53M
$93M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.02K- 1.22% |
$210K - $224K
|
325K
$19.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.78K- 41.22% |
$249K - $266K
|
6.81K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.79K- 11.11% |
$250K - $267K
|
38.3K
$2.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.8K- 13.32% |
$250K - $267K
|
31.2K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.09K- 56.19% |
$266K - $284K
|
3.97K
$241K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.75K- 1.22% |
$300K - $320K
|
467K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.84K- 6.97% |
$304K - $325K
|
77.9K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-5.93K- 8.71% |
$309K - $330K
|
62.2K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.34K- 99.14% |
$330K - $353K
|
55
$3.34K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-6.77K- 3.41% |
$353K - $377K
|
192K
$11.6M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.68K- 28.96% |
$400K - $428K
|
18.8K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.78K- 6.77% |
$406K - $433K
|
107K
$6.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-9.05K- 7.02% |
$472K - $504K
|
120K
$7.28M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.44K- 1.75% |
$492K - $526K
|
529K
$32.1M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.63K- 30.57% |
$502K - $536K
|
21.9K
$1.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-9.7K- 16.18% |
$506K - $540K
|
50.3K
$3.05M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-11.2K- 5.56% |
$584K - $624K
|
191K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-12.1K- 1.48% |
$628K - $671K
|
803K
$48.7M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-13.3K- 27.12% |
$693K - $741K
|
35.8K
$2.17M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.5K- 23.29% |
$757K - $809K
|
47.8K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.8K- 35.62% |
$770K - $823K
|
26.7K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15K- 13.51% |
$783K - $837K
|
96.1K
$5.83M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-15.2K- 35.79% |
$791K - $845K
|
27.2K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-16.5K- 12.65% |
$859K - $918K
|
114K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.6K- 63.49% |
$867K - $927K
|
9.57K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.9K- 19.03% |
$883K - $943K
|
72.1K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19.4K- 36.98% |
$1.01M - $1.08M
|
33.1K
$2.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20K- 13.29% |
$1.04M - $1.11M
|
130K
$7.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-20.2K- 6.96% |
$1.05M - $1.13M
|
270K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.5K- 51.46% |
$1.12M - $1.2M
|
20.3K
$1.23M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-23.8K- 36.86% |
$1.24M - $1.32M
|
40.7K
$2.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-24.5K- 21.62% |
$1.28M - $1.36M
|
88.7K
$5.38M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-25.8K- 69.9% |
$1.35M - $1.44M
|
11.1K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.3K- 3.95% |
$1.48M - $1.58M
|
689K
$41.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-29.4K- 42.22% |
$1.53M - $1.64M
|
40.2K
$2.44M
|