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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
30.9K+ 17.32% |
$1.61M - $1.72M
|
209K
$12.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
30.5K+ 105.0% |
$1.59M - $1.7M
|
59.6K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
30.4KNew |
$1.59M - $1.69M
|
30.4K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
30K+ 49.82% |
$1.56M - $1.67M
|
90.2K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.5K+ 9.02% |
$1.54M - $1.64M
|
356K
$21.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.5K+ 25.17% |
$1.54M - $1.64M
|
147K
$8.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29.3K+ 157.99% |
$1.53M - $1.63M
|
47.8K
$2.88M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.2K+ 53080.0% |
$1.52M - $1.63M
|
29.2K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
29.1K+ 55.08% |
$1.52M - $1.62M
|
81.9K
$4.93M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
28.9K+ 20.2% |
$1.51M - $1.61M
|
172K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
28.2K+ 42.86% |
$1.47M - $1.57M
|
94.2K
$5.66M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.1K+ 9.08% |
$1.46M - $1.57M
|
338K
$20.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 658.69% |
$1.45M - $1.55M
|
32.1K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.5K+ 12.41% |
$1.44M - $1.53M
|
250K
$15M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
27.5K+ 12.27% |
$1.44M - $1.53M
|
252K
$15.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27.5K+ 44.25% |
$1.43M - $1.53M
|
89.6K
$5.39M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.2K+ 56.81% |
$1.42M - $1.51M
|
74.9K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
26.9K+ 117.61% |
$1.4M - $1.5M
|
49.8K
$3M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26.8K+ 41.28% |
$1.39M - $1.49M
|
91.6K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26.6KNew |
$1.39M - $1.48M
|
26.6K
$1.6M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.6K+ 34.56% |
$1.39M - $1.48M
|
104K
$6.23M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
26.5K+ 6.07% |
$1.38M - $1.47M
|
463K
$27.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 5.49% |
$1.35M - $1.44M
|
498K
$30M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.8K+ 19.0% |
$1.34M - $1.44M
|
161K
$9.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
25.7K+ 166.39% |
$1.34M - $1.43M
|
41.1K
$2.47M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25.1K+ 24.99% |
$1.31M - $1.4M
|
126K
$7.56M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
23.7KNew |
$1.24M - $1.32M
|
23.7K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
23.7K+ 169.02% |
$1.23M - $1.32M
|
37.7K
$2.27M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
23.3K+ 123.16% |
$1.22M - $1.3M
|
42.3K
$2.54M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
22.8K+ 117.1% |
$1.19M - $1.27M
|
42.3K
$2.55M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
22.7KNew |
$1.19M - $1.27M
|
22.7K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
22.7K+ 15.13% |
$1.18M - $1.27M
|
173K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
22.6K+ 166.01% |
$1.18M - $1.26M
|
36.3K
$2.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 58.05% |
$1.12M - $1.2M
|
58.7K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.6K+ 70.49% |
$1.12M - $1.2M
|
52.2K
$3.14M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.6K+ 18.0% |
$1.12M - $1.2M
|
141K
$8.5M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
21.4K+ 301.93% |
$1.12M - $1.19M
|
28.5K
$1.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
21.4K+ 20.0% |
$1.12M - $1.19M
|
128K
$7.73M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.2KNew |
$1.1M - $1.18M
|
21.2K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
20.8KNew |
$1.09M - $1.16M
|
20.8K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
20.7K+ 127.6% |
$1.08M - $1.15M
|
37K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.7K+ 19.44% |
$1.08M - $1.15M
|
127K
$7.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 15.1% |
$1.06M - $1.13M
|
155K
$9.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.1K+ 48.38% |
$1.05M - $1.12M
|
61.5K
$3.7M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.1K+ 32.2% |
$996K - $1.06M
|
78.4K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.9K+ 177.76% |
$985K - $1.05M
|
29.5K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18.9K+ 15.58% |
$984K - $1.05M
|
140K
$8.42M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
18.5KNew |
$966K - $1.03M
|
18.5K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
18.3K+ 6.49% |
$953K - $1.02M
|
300K
$18M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$947K - $1.01M
|
18.2K
$1.09M
|