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 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
12.4K
+ 72.97%
$645K - $689K
29.3K $1.78M
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
12.2K
+ 2.57%
$637K - $680K
487K $29.5M
May 12, 2023 Q1 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
12.2K
New
$636K - $680K
12.2K $740K
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
12.2K
+ 17.77%
$634K - $677K
80.6K $4.89M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
12.1K
New
$632K - $676K
12.1K $736K
Apr 21, 2023 Q1 2023
Strong Box Wealth, LLC

BUY
 -
12K
+ 9.83%
$627K - $670K
134K $8.16M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.9K
+ 37.57%
$620K - $662K
43.5K $2.64M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.9K
+ 37.57%
$620K - $662K
43.5K $2.64M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
11.5K
+ 23.07%
$600K - $641K
61.4K $3.73M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
11.4K
+ 60.99%
$595K - $636K
30.1K $1.83M
Apr 28, 2023 Q1 2023
Herbst Group, LLC

Westport, CT
BUY
 -
11.2K
+ 53.79%
$582K - $621K
31.9K $1.94M
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
10.9K
+ 370.35%
$569K - $608K
13.9K $841K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
10.8K
+ 6.76%
$565K - $604K
171K $10.4M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
10.8K
+ 76.45%
$562K - $601K
24.9K $1.51M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
10.7K
+ 32.77%
$560K - $598K
43.5K $2.64M
May 15, 2023 Q1 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
10.7K
New
$559K - $597K
10.7K $650K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
10.6K
+ 3.3%
$555K - $593K
333K $20.2M
Apr 18, 2023 Q1 2023
Frg Family Wealth Advisors LLC

BUY
 -
10.6K
+ 40.25%
$551K - $588K
36.8K $2.23M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
10.5K
New
$549K - $587K
10.5K $639K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.5K
+ 26.4%
$545K - $583K
50.1K $3.04M
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
10.4K
New
$540K - $577K
10.4K $629K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
10.3K
New
$539K - $576K
10.3K $627K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
10.3K
+ 23.29%
$535K - $572K
54.4K $3.3M
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
10.3K
New
$535K - $572K
10.3K $623K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
10K
+ 25.29%
$523K - $559K
49.7K $3.02M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
10K
+ 87.42%
$523K - $558K
21.5K $1.3M
May 10, 2023 Q1 2023
N.E.W. Advisory Services LLC

BUY
 -
10K
+ 207.77%
$521K - $557K
14.8K $899K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
9.99K
+ 12.87%
$521K - $556K
87.6K $5.32M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
9.81K
+ 50.75%
$511K - $546K
29.1K $1.77M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
9.66K
+ 12.94%
$504K - $538K
84.3K $5.11M
May 12, 2023 Q1 2023
Westshore Wealth, LLC

BUY
 -
9.63K
+ 9.26%
$502K - $536K
114K $6.89M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
9.62K
+ 31.59%
$501K - $536K
40.1K $2.43M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
9.57K
+ 6.2%
$499K - $533K
164K $9.95M
May 15, 2023 Q1 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
9.48K
+ 10.31%
$494K - $528K
101K $6.15M
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
9.42K
+ 50.06%
$491K - $525K
28.2K $1.71M
Apr 21, 2023 Q1 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
9.42K
New
$491K - $525K
9.42K $571K
Apr 20, 2023 Q1 2023
Fortress Wealth Management, Inc.

BUY
 -
9.31K
+ 12.37%
$485K - $518K
84.6K $5.13M
May 15, 2023 Q1 2023
Meeder Asset Management Inc

BUY
 -
9.29K
New
$484K - $518K
9.29K $564K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.23K
+ 16.57%
$481K - $514K
65K $3.94M
Apr 06, 2023 Q1 2023
Trinity Legacy Partners, LLC

BUY
 -
9.21K
+ 6.89%
$480K - $513K
143K $8.67M
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
9.2K
+ 11.42%
$480K - $512K
89.7K $5.45M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
9.17K
+ 16.02%
$478K - $511K
66.4K $4.03M
May 15, 2023 Q1 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
9.16K
+ 201.87%
$477K - $510K
13.7K $831K
May 10, 2023 Q1 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
9.07K
New
$473K - $505K
9.07K $550K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
9.05K
+ 32.42%
$472K - $504K
37K $2.24M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
9.02K
+ 30.38%
$470K - $502K
38.7K $2.35M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
8.93K
New
$465K - $497K
8.93K $542K
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
8.8K
New
$459K - $490K
8.8K $534K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
8.59K
+ 73.0%
$448K - $479K
20.4K $1.24M

Track Institutional and Insider Activities on JEPI

Follow J P MORGAN EXCHANGE-TRADED FD and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JEPI shares.

Notify only if

Insider Trading

Get notified when an J P Morgan Exchange Traded Fd insider buys or sells JEPI shares.

Notify only if

News

Receive news related to J P MORGAN EXCHANGE-TRADED FD

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JEPI