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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31.5K- 87.19% |
$1.64M - $1.76M
|
4.63K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-31.7K- 71.19% |
$1.65M - $1.76M
|
12.8K
$778K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32.8K- 85.09% |
$1.71M - $1.82M
|
5.74K
$348K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33.1K- 82.67% |
$1.72M - $1.84M
|
6.94K
$421K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.9K- 11.14% |
$2.08M - $2.22M
|
319K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-45.1K- 68.07% |
$2.35M - $2.51M
|
21.2K
$1.29M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-45.7K- 22.02% |
$2.38M - $2.55M
|
162K
$9.82M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-46.5K- 19.72% |
$2.43M - $2.59M
|
189K
$11.5M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-47K- 15.06% |
$2.45M - $2.62M
|
265K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50.9K- 39.38% |
$2.65M - $2.84M
|
78.4K
$4.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-55.9K- 13.29% |
$2.91M - $3.11M
|
365K
$22.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66K- 69.29% |
$3.44M - $3.68M
|
29.2K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78.9K- 61.09% |
$4.11M - $4.4M
|
50.3K
$3.05M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-89K- 37.65% |
$4.64M - $4.96M
|
147K
$8.95M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-107K- 67.37% |
$5.6M - $5.98M
|
52K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-111K- 47.91% |
$5.76M - $6.16M
|
120K
$7.29M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117K- 17.84% |
$6.11M - $6.53M
|
540K
$32.8M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-131K- 85.92% |
$6.85M - $7.32M
|
21.5K
$1.31M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-135K- 25.0% |
$7.04M - $7.52M
|
405K
$24.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-135K- 30.51% |
$7.05M - $7.54M
|
308K
$18.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-189K- 84.36% |
$9.83M - $10.5M
|
35K
$2.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-283K- 75.82% |
$14.7M - $15.8M
|
90.2K
$5.47M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-367K- 90.5% |
$19.2M - $20.5M
|
38.6K
$2.34M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-408K- 58.53% |
$21.3M - $22.7M
|
289K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-409K- 49.25% |
$21.3M - $22.8M
|
422K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-445K- 85.73% |
$23.2M - $24.8M
|
74K
$4.49M
|