Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
560KNew |
$32.4M - $34M
|
560K
$33.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
315K+ 545.57% |
$18.2M - $19.1M
|
373K
$22.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
311K+ 522.4% |
$18M - $18.9M
|
371K
$22.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
294K+ 41.71% |
$17M - $17.8M
|
1M
$60M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
245KNew |
$14.2M - $14.9M
|
245K
$14.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244KNew |
$14.2M - $14.8M
|
244K
$14.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
230K+ 52.87% |
$13.3M - $13.9M
|
664K
$39.9M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
146K+ 1237.98% |
$8.42M - $8.82M
|
157K
$9.44M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141K+ 427.91% |
$8.16M - $8.54M
|
174K
$10.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
118KNew |
$6.81M - $7.12M
|
118K
$7.06M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.9K+ 66.25% |
$3.87M - $4.05M
|
168K
$10.1M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
BUY
|
- |
54.7K+ 57.52% |
$3.17M - $3.31M
|
150K
$8.99M
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
54.1K+ 68.81% |
$3.13M - $3.28M
|
133K
$7.97M
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
47.4K+ 403.12% |
$2.74M - $2.87M
|
59.1K
$3.55M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38.3K+ 37.57% |
$2.22M - $2.32M
|
140K
$8.42M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.9KNew |
$2.13M - $2.23M
|
36.9K
$2.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.3KNew |
$1.98M - $2.08M
|
34.3K
$2.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
34.3KNew |
$1.98M - $2.08M
|
34.3K
$2.06M
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.3K+ 467.71% |
$1.87M - $1.96M
|
39.2K
$2.35M
|
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
30.8KNew |
$1.78M - $1.87M
|
30.8K
$1.85M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
29.2KNew |
$1.69M - $1.77M
|
29.2K
$1.76M
|
|
|
Aug 10, 2021
Q2 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
27.6K+ 183.26% |
$1.6M - $1.67M
|
42.7K
$2.56M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.2K+ 197.28% |
$1.57M - $1.65M
|
40.9K
$2.46M
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 149.11% |
$1.51M - $1.58M
|
43.7K
$2.62M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.1K+ 164.54% |
$1.51M - $1.58M
|
41.9K
$2.52M
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
26K+ 38.65% |
$1.51M - $1.58M
|
93.3K
$5.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.9K+ 508.92% |
$1.44M - $1.51M
|
29.8K
$1.79M
|
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23.6K+ 20.45% |
$1.36M - $1.43M
|
139K
$8.33M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
23.3KNew |
$1.35M - $1.41M
|
23.3K
$1.4M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.6K+ 589.57% |
$1.31M - $1.37M
|
26.4K
$1.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.4KNew |
$1.3M - $1.36M
|
22.4K
$1.35M
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.6K+ 55.89% |
$1.25M - $1.31M
|
60.4K
$3.62M
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.6KNew |
$1.25M - $1.31M
|
21.6K
$1.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21KNew |
$1.21M - $1.27M
|
21K
$1.26M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
20K+ 609.64% |
$1.16M - $1.21M
|
23.3K
$1.4M
|
|
|
Aug 05, 2021
Q2 2021
|
Grant
|
BUY
|
- |
19.5KNew |
$1.13M - $1.18M
|
19.5K
$1.17M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
19.3K+ 20.61% |
$1.12M - $1.17M
|
113K
$6.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.1K+ 514.77% |
$1.11M - $1.16M
|
22.9K
$1.37M
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
17KNew |
$984K - $1.03M
|
17K
$1.02M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6K+ 214.92% |
$960K - $1M
|
24.3K
$1.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
15.1KNew |
$873K - $913K
|
15.1K
$905K
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 96.4% |
$861K - $901K
|
30.3K
$1.82M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4KNew |
$776K - $812K
|
13.4K
$805K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.3K+ 301.75% |
$769K - $805K
|
17.7K
$1.06M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$768K - $804K
|
13.3K
$796K
|
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
12.9K+ 60.15% |
$749K - $783K
|
34.4K
$2.07M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 78.93% |
$739K - $773K
|
28.9K
$1.74M
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.4KNew |
$717K - $750K
|
12.4K
$743K
|
|
|
Aug 16, 2021
Q2 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12.1KNew |
$699K - $731K
|
12.1K
$725K
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$699K - $731K
|
12.1K
$725K
|