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 05, 2023 Q1 2023
Coulter & Justus Financial Services, LLC

BUY
 -
6.47K
+ 22.44%
$337K - $361K
35.3K $2.14M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
6.46K
New
$337K - $360K
6.46K $392K
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
6.45K
New
$336K - $359K
6.45K $391K
Apr 18, 2023 Q1 2023
Financial Services Advisory Inc

BUY
 -
6.33K
+ 1.54%
$330K - $352K
416K $25.3M
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
6.31K
+ 47.84%
$329K - $351K
19.5K $1.18M
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
6.31K
+ 132.3%
$329K - $351K
11.1K $672K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
6.27K
New
$327K - $349K
6.27K $381K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.19K
+ 6.0%
$323K - $345K
109K $6.63M
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
6.18K
+ 27.82%
$322K - $344K
28.4K $1.72M
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
6.06K
New
$316K - $337K
6.06K $367K
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
5.94K
+ 24.23%
$309K - $331K
30.4K $1.85M
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
5.93K
New
$309K - $330K
5.93K $360K
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
5.93K
New
$309K - $330K
5.93K $360K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
5.9K
+ 118.88%
$308K - $329K
10.9K $659K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
5.82K
New
$303K - $324K
5.82K $353K
Jun 13, 2023 Q1 2023
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
5.75K
New
$300K - $320K
5.75K $349K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
5.75K
+ 27.78%
$300K - $320K
26.4K $1.6M
Apr 20, 2023 Q1 2023
Seven Bridge Financial Group, LLC

BUY
 -
5.72K
+ 36.12%
$298K - $318K
21.5K $1.31M
May 05, 2023 Q1 2023
Bellwether Advisors, LLC

BUY
 -
5.68K
+ 35.21%
$296K - $316K
21.8K $1.32M
Apr 27, 2023 Q1 2023
Defender Capital, Llc.

BUY
 -
5.63K
New
$293K - $313K
5.63K $341K
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
5.59K
New
$291K - $311K
5.59K $339K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
5.58K
+ 120.18%
$291K - $311K
10.2K $620K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
5.57K
+ 190.97%
$290K - $310K
8.48K $515K
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
5.55K
+ 113.25%
$289K - $309K
10.4K $634K
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
5.54K
+ 52.29%
$289K - $308K
16.1K $979K
Apr 21, 2023 Q1 2023
Atlas Brown,Inc.

BUY
 -
5.52K
New
$288K - $308K
5.52K $335K
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
5.51K
New
$287K - $307K
5.51K $334K
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
5.5K
New
$287K - $306K
5.5K $334K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
5.49K
New
$286K - $306K
5.49K $333K
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
5.38K
+ 1.22%
$280K - $299K
448K $27.2M
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
5.36K
+ 4.0%
$280K - $299K
139K $8.46M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
5.35K
+ 29.53%
$279K - $298K
23.5K $1.42M
Apr 18, 2023 Q1 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
5.34K
New
$278K - $297K
5.34K $324K
Apr 19, 2023 Q1 2023
Mcdonald Partners LLC

BUY
 -
5.15K
+ 18.26%
$268K - $287K
33.4K $2.02M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
5.12K
+ 0.87%
$267K - $285K
595K $36.1M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
5.1K
+ 8.45%
$266K - $284K
65.5K $3.98M
Apr 05, 2023 Q1 2023
Lowe Wealth Advisors, LLC

BUY
 -
5.07K
+ 7.53%
$264K - $283K
72.5K $4.4M
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
5.06K
+ 51.37%
$264K - $282K
14.9K $905K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
5K
New
$261K - $279K
5K $303K
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
4.96K
New
$259K - $276K
4.96K $301K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
4.95K
+ 5.14%
$258K - $275K
101K $6.13M
Apr 14, 2023 Q1 2023
John W. Brooker & Co., Cp As

BUY
 -
4.92K
New
$256K - $274K
4.92K $298K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
4.88K
New
$254K - $272K
4.88K $296K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
4.82K
+ 86.01%
$251K - $268K
10.4K $632K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
4.82K
+ 78.46%
$251K - $268K
11K $665K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.8K
+ 8.15%
$250K - $267K
63.7K $3.87M
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
4.79K
+ 20.45%
$249K - $267K
28.2K $1.71M
May 04, 2023 Q1 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
4.79K
+ 27.36%
$249K - $267K
22.3K $1.35M
May 02, 2023 Q1 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
4.74K
New
$247K - $264K
4.74K $288K

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