Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 27, 2022 Q2 2022
Country Club Bank

BUY
 -
72.4K
New
$3.83M - $4.51M
72.4K $4.32M
Jul 29, 2022 Q2 2022
Beck Bode, LLC

BUY
 -
69.4K
New
$3.67M - $4.32M
69.4K $4.14M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
69.4K
+ 61.81%
$3.67M - $4.32M
182K $10.8M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
68.4K
+ 44.93%
$3.62M - $4.26M
221K $13.1M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
64.7K
+ 1549.25%
$3.42M - $4.03M
68.9K $4.11M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
62.9K
New
$3.32M - $3.91M
62.9K $3.75M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
58.8K
+ 175.43%
$3.11M - $3.66M
92.2K $5.5M
Aug 04, 2022 Q2 2022
Slate Stone Wealth, LLC

BUY
 -
57.1K
+ 597.22%
$3.02M - $3.55M
66.6K $3.97M
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
56.3K
+ 75.4%
$2.98M - $3.5M
131K $7.81M
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
55.7K
New
$2.94M - $3.46M
55.7K $3.32M
Jul 21, 2022 Q2 2022
Derbend Asset Management

BUY
 -
52.5K
+ 52.84%
$2.77M - $3.27M
152K $9.05M
Jul 11, 2022 Q2 2022
Mjp Associates Inc

BUY
 -
49.8K
+ 262.66%
$2.63M - $3.1M
68.7K $4.09M
Jul 13, 2022 Q2 2022
Mechanics Bank Trust Department

BUY
 -
48.9K
New
$2.59M - $3.04M
48.9K $2.91M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
48.6K
+ 49.58%
$2.57M - $3.02M
146K $8.73M
Aug 12, 2022 Q2 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
48K
+ 29640.12%
$2.54M - $2.99M
48.2K $2.87M
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
47.2K
+ 80.03%
$2.49M - $2.93M
106K $6.32M
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
46.6K
+ 241.49%
$2.46M - $2.9M
65.9K $3.93M
Aug 09, 2022 Q2 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
46.4K
+ 5.04%
$2.45M - $2.89M
967K $57.6M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
45.9K
+ 56.31%
$2.43M - $2.86M
128K $7.6M
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
45.9K
New
$2.43M - $2.85M
45.9K $2.73M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
45.4K
+ 15.3%
$2.4M - $2.82M
342K $20.4M
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

BUY
 -
43.5K
+ 19.9%
$2.3M - $2.71M
262K $15.6M
Jul 12, 2022 Q2 2022
Rothschild Investment Corp

BUY
 -
42.4K
New
$2.24M - $2.64M
42.4K $2.53M
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
42.4K
+ 58.61%
$2.24M - $2.64M
115K $6.83M
Jul 27, 2022 Q2 2022
Fortress Wealth Management, Inc.

BUY
 -
42.2K
New
$2.23M - $2.62M
42.2K $2.51M
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
42K
+ 47.33%
$2.22M - $2.61M
131K $7.79M
Aug 02, 2022 Q2 2022
Patten & Patten Inc

BUY
 -
41.6K
+ 25.8%
$2.2M - $2.59M
203K $12.1M
Aug 12, 2022 Q2 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
40.7K
+ 6.96%
$2.15M - $2.53M
626K $37.3M
Aug 08, 2022 Q2 2022
Sfmg, LLC

BUY
 -
40.5K
+ 313.84%
$2.14M - $2.52M
53.4K $3.18M
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
39.8K
+ 119.1%
$2.11M - $2.48M
73.3K $4.37M
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
38.6K
+ 263.44%
$2.04M - $2.4M
53.3K $3.18M
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
37.7K
+ 116.95%
$1.99M - $2.34M
69.9K $4.16M
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
36.9K
+ 186.86%
$1.95M - $2.29M
56.6K $3.37M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
36.5K
+ 598.56%
$1.93M - $2.27M
42.6K $2.54M
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
36.3K
+ 134.36%
$1.92M - $2.26M
63.3K $3.77M
Aug 15, 2022 Q2 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
36.2K
+ 50.15%
$1.92M - $2.26M
109K $6.47M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
36.1K
New
$1.91M - $2.24M
36.1K $2.15M
Jul 22, 2022 Q2 2022
Retirement Guys Formula LLC

BUY
 -
35.7K
New
$1.89M - $2.22M
35.7K $2.13M
Aug 05, 2022 Q2 2022
Beta Wealth Group, Inc.

BUY
 -
35.5K
+ 39.34%
$1.88M - $2.21M
126K $7.5M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
35.5K
+ 17.01%
$1.88M - $2.21M
244K $14.6M
Aug 04, 2022 Q2 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
35.4K
New
$1.87M - $2.2M
35.4K $2.11M
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

BUY
 -
34.6K
+ 325.65%
$1.83M - $2.15M
45.2K $2.7M
Aug 17, 2022 Q2 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
34K
+ 288.67%
$1.8M - $2.11M
45.7K $2.73M
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
33.5K
New
$1.77M - $2.08M
33.5K $2M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
32.4K
New
$1.71M - $2.02M
32.4K $1.93M
Jul 12, 2022 Q2 2022
Lake Street Financial LLC

BUY
 -
32.2K
+ 31.08%
$1.7M - $2M
136K $8.1M
Aug 05, 2022 Q2 2022
Coastal Bridge Advisors, LLC

BUY
 -
31.3K
New
$1.65M - $1.95M
31.3K $1.87M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
31.2K
+ 181.28%
$1.65M - $1.94M
48.4K $2.88M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
30.2K
+ 94.77%
$1.6M - $1.88M
62K $3.7M

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