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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.65K+ 16.19% |
$153K - $160K
|
19K
$1.12M
|
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.54K+ 2.99% |
$147K - $154K
|
87.4K
$5.14M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.51KNew |
$145K - $152K
|
2.51K
$148K
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.35K+ 51.82% |
$136K - $142K
|
6.89K
$405K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$131K - $137K
|
2.26K
$133K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 117.5% |
$122K - $128K
|
3.92K
$230K
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2KNew |
$116K - $121K
|
2K
$118K
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.8K+ 50.0% |
$104K - $109K
|
5.4K
$318K
|
|
Jul 21, 2021
Q2 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.76K+ 10.21% |
$102K - $107K
|
19K
$1.12M
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.73KNew |
$100K - $105K
|
1.73K
$102K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 39.39% |
$75.3K - $78.8K
|
4.6K
$271K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.29KNew |
$74.4K - $77.9K
|
1.29K
$75.7K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.17KNew |
$67.7K - $70.9K
|
1.17K
$68.8K
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.11K+ 27.44% |
$64.1K - $67.1K
|
5.15K
$303K
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
890+ 1.57% |
$51.5K - $53.9K
|
57.6K
$3.39M
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
743New |
$43K - $45K
|
743
$43.7K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
725+ 5.35% |
$42K - $43.9K
|
14.3K
$840K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
725New |
$42K - $43.9K
|
725
$42.7K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
607+ 60.7% |
$35.1K - $36.8K
|
1.61K
$94.5K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500New |
$28.9K - $30.3K
|
500
$29.4K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
421New |
$24.4K - $25.5K
|
421
$24.8K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
309+ 43.16% |
$17.9K - $18.7K
|
1.03K
$60.3K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
258+ 3.52% |
$14.9K - $15.6K
|
7.59K
$447K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
195New |
$11.3K - $11.8K
|
195
$11.5K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
85New |
$4.92K - $5.15K
|
85
$5K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65New |
$3.76K - $3.94K
|
65
$3.82K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
50New |
$2.89K - $3.03K
|
50
$2.94K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 113.64% |
$1.45K - $1.51K
|
47
$2.77K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$753 - $788
|
4.66K
$274K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5+ 1.67% |
$289 - $303
|
305
$17.9K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-90Closed |
$5.21K - $5.45K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-192Closed |
$11.1K - $11.6K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-603- 2.14% |
$34.9K - $36.5K
|
27.5K
$1.62M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-604Closed |
$35K - $36.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.23K- 2.07% |
$71.3K - $74.6K
|
58.3K
$3.43M
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
SELL
|
- |
-2.82K- 17.21% |
$163K - $171K
|
13.6K
$798K
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.05K- 6.42% |
$176K - $185K
|
44.5K
$2.62M
|
|
Jul 20, 2021
Q2 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-4.49KClosed |
$260K - $272K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-8.67KClosed |
$502K - $525K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.05K- 13.44% |
$524K - $548K
|
58.3K
$3.43M
|
|
Jul 15, 2021
Q2 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-9.44KClosed |
$547K - $572K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-9.57KClosed |
$554K - $579K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-10K- 40.0% |
$579K - $606K
|
15K
$882K
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-13.1K- 66.15% |
$761K - $796K
|
6.73K
$396K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.2K- 54.13% |
$993K - $1.04M
|
14.5K
$855K
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.4K- 83.95% |
$1.76M - $1.84M
|
5.8K
$341K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43.9K- 79.83% |
$2.54M - $2.66M
|
11.1K
$653K
|