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
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
12.5K
New
$661K - $778K
12.5K $745K
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
12.2K
+ 13.23%
$643K - $757K
104K $6.2M
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

BUY
 -
11.9K
+ 62.45%
$628K - $740K
30.9K $1.84M
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
11.8K
+ 18.67%
$626K - $737K
75.2K $4.48M
Aug 05, 2022 Q2 2022
Sterling Investment Advisors, Ltd.

BUY
 -
11.8K
+ 875.78%
$625K - $736K
13.2K $785K
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
11.4K
+ 327.11%
$603K - $710K
14.9K $888K
Aug 03, 2022 Q2 2022
Fagan Associates, Inc.

BUY
 -
11.3K
+ 13.52%
$596K - $702K
94.7K $5.65M
Jul 13, 2022 Q2 2022
Pfg Advisors

BUY
 -
11.2K
+ 39.22%
$590K - $694K
39.6K $2.36M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
11.1K
+ 1841.82%
$589K - $693K
11.7K $700K
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
10.9K
+ 21.88%
$577K - $679K
60.8K $3.62M
Jul 19, 2022 Q2 2022
Econ Financial Services Corp

BUY
 -
10.5K
New
$554K - $652K
10.5K $624K
Aug 08, 2022 Q2 2022
Truepoint, Inc.

BUY
 -
10.1K
New
$534K - $629K
10.1K $602K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
10K
+ 10.72%
$530K - $624K
104K $6.17M
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
9.95K
+ 108.65%
$526K - $619K
19.1K $1.14M
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
9.93K
+ 45.55%
$525K - $618K
31.7K $1.89M
Aug 08, 2022 Q2 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
9.75K
+ 120.28%
$515K - $607K
17.9K $1.06M
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
9.71K
New
$513K - $605K
9.71K $579K
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
9.6K
+ 31.32%
$507K - $597K
40.2K $2.4M
Jul 28, 2022 Q2 2022
Masso Torrence Wealth Management Inc.

BUY
 -
9.58K
+ 16.01%
$506K - $596K
69.4K $4.14M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
9.5K
New
$502K - $591K
9.5K $566K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
9.43K
+ 50.18%
$499K - $587K
28.2K $1.68M
Aug 10, 2022 Q2 2022
Members Advisory Group LLC

Williamsville, NY
BUY
 -
9.14K
+ 42.72%
$483K - $569K
30.5K $1.82M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
8.88K
+ 18.78%
$469K - $552K
56.1K $3.35M
Aug 12, 2022 Q2 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
8.71K
+ 77.23%
$461K - $542K
20K $1.19M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

BUY
 -
8.69K
New
$459K - $541K
8.69K $518K
Aug 26, 2022 Q2 2022
Goepper Burkhardt LLC

BUY
 -
8.63K
New
$456K - $537K
8.63K $514K
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
8.55K
New
$452K - $532K
8.55K $510K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.45K
+ 39.29%
$447K - $526K
30K $1.78M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
8.33K
+ 123.81%
$440K - $518K
15.1K $897K
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

BUY
 -
8.26K
+ 5.86%
$437K - $514K
149K $8.89M
Aug 12, 2022 Q2 2022
Cadence Bank

Tupelo, MS
BUY
 -
8.2K
New
$433K - $510K
8.2K $489K
Jul 19, 2022 Q2 2022
J2 Capital Management Inc

BUY
 -
8.16K
New
$431K - $508K
8.16K $486K
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
8.11K
+ 22.25%
$429K - $505K
44.6K $2.66M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
8.06K
+ 51.69%
$426K - $501K
23.6K $1.41M
Aug 10, 2022 Q2 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
7.95K
+ 23.78%
$420K - $495K
41.4K $2.47M
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
7.71K
New
$407K - $480K
7.71K $459K
Jul 08, 2022 Q2 2022
Appleton Partners Inc

BUY
 -
7.66K
New
$405K - $477K
7.66K $457K
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
7.64K
+ 72.04%
$404K - $475K
18.2K $1.09M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
7.47K
+ 31.0%
$395K - $465K
31.5K $1.88M
Jul 06, 2022 Q2 2022
Trust CO

BUY
 -
7.44K
+ 532.97%
$393K - $463K
8.83K $526K
Jul 26, 2022 Q2 2022
Aprio Wealth Management, LLC

BUY
 -
7.39K
New
$390K - $460K
7.39K $440K
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
7.24K
New
$383K - $450K
7.24K $431K
Jul 19, 2022 Q2 2022
Spinnaker Investment Group, LLC

BUY
 -
7.18K
+ 66.34%
$379K - $447K
18K $1.07M
Jul 19, 2022 Q2 2022
Sawtooth Solutions, LLC

BUY
 -
7.09K
New
$375K - $441K
7.09K $423K
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7K
New
$370K - $436K
7K $417K
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7K
New
$370K - $436K
7K $417K
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
6.88K
New
$364K - $428K
6.88K $410K
Aug 15, 2022 Q2 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
6.8K
New
$359K - $423K
6.8K $405K
Jul 11, 2022 Q2 2022
Fusion Family Wealth LLC

BUY
 -
6.66K
New
$352K - $414K
6.66K $397K

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