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 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.59K+ 99.07% |
$239K - $256K
|
9.23K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
4.57K+ 106.27% |
$238K - $255K
|
8.88K
$534K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.55KNew |
$237K - $254K
|
4.55K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.52K+ 7.75% |
$236K - $252K
|
62.8K
$3.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
4.51KNew |
$235K - $251K
|
4.51K
$271K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.49K+ 13.25% |
$234K - $250K
|
38.4K
$2.31M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.49K+ 71.72% |
$234K - $250K
|
10.7K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
4.49K+ 80.23% |
$234K - $250K
|
10.1K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.47KNew |
$233K - $249K
|
4.47K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.43KNew |
$231K - $247K
|
4.43K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.43KNew |
$231K - $247K
|
4.43K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$228K - $244K
|
4.37K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37KNew |
$228K - $244K
|
4.37K
$263K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37KNew |
$228K - $244K
|
4.37K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.34K+ 84.51% |
$226K - $242K
|
9.47K
$570K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.3K+ 27.84% |
$224K - $239K
|
19.7K
$1.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.28K+ 20.78% |
$223K - $238K
|
24.9K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.25KNew |
$222K - $237K
|
4.25K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.22KNew |
$220K - $235K
|
4.22K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
4.21KNew |
$219K - $234K
|
4.21K
$253K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.2KNew |
$219K - $234K
|
4.2K
$252K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.16K+ 9.49% |
$217K - $231K
|
48K
$2.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.14K+ 41.16% |
$216K - $230K
|
14.2K
$854K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
4K+ 3.75% |
$209K - $223K
|
111K
$6.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.98KNew |
$208K - $222K
|
3.98K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.97K+ 10.55% |
$207K - $221K
|
41.6K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.87K+ 8.89% |
$202K - $216K
|
47.4K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.85K+ 50.66% |
$201K - $214K
|
11.5K
$689K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.83K+ 14.24% |
$200K - $213K
|
30.7K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.82K+ 4.95% |
$199K - $213K
|
81.1K
$4.88M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.8KNew |
$198K - $212K
|
3.8K
$229K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.78K+ 14.47% |
$197K - $211K
|
29.9K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3.77K+ 16.68% |
$197K - $210K
|
26.4K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.77KNew |
$196K - $210K
|
3.77K
$227K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.75K+ 15.43% |
$195K - $209K
|
28K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.75K+ 88.48% |
$195K - $209K
|
7.98K
$480K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.74KNew |
$195K - $208K
|
3.74K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.73KNew |
$194K - $207K
|
3.73K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.7KNew |
$193K - $206K
|
3.7K
$223K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
3.69KNew |
$192K - $206K
|
3.69K
$222K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.69K+ 87.22% |
$192K - $205K
|
7.91K
$476K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.67K+ 61.31% |
$191K - $204K
|
9.65K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.59K+ 14.74% |
$187K - $200K
|
27.9K
$1.68M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.57K+ 39.54% |
$186K - $199K
|
12.6K
$759K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.56K+ 20.04% |
$186K - $198K
|
21.3K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.54K+ 19.7% |
$184K - $197K
|
21.5K
$1.29M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.49K+ 4.48% |
$182K - $194K
|
81.3K
$4.89M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.45KNew |
$180K - $192K
|
3.45K
$208K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.36K+ 16.92% |
$175K - $187K
|
23.2K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.33K+ 1912.07% |
$173K - $185K
|
3.5K
$211K
|