Purchases and Sales Made in Q2 2023 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 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
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
330
+ 154.93%
$17.8K - $18.3K
543 $29.2K
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
327
+ 0.61%
$17.6K - $18.1K
54K $2.9M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
321
+ 0.53%
$17.3K - $17.8K
60.4K $3.24M
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
321
+ 1.04%
$17.3K - $17.8K
31K $1.67M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
320
New
$17.2K - $17.7K
320 $17.2K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
310
+ 46.55%
$16.7K - $17.2K
976 $52.5K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
290
New
$15.6K - $16.1K
290 $15.6K
Jul 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
289
+ 4.88%
$15.6K - $16K
6.21K $334K
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
285
+ 438.46%
$15.3K - $15.8K
350 $18.8K
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
281
+ 3.6%
$15.1K - $15.6K
8.09K $435K
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
257
+ 0.52%
$13.8K - $14.2K
49.8K $2.68M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
235
+ 13.28%
$12.7K - $13K
2K $108K
Aug 08, 2023 Q2 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
231
+ 0.97%
$12.4K - $12.8K
23.9K $1.29M
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
230
+ 5.02%
$12.4K - $12.7K
4.81K $258K
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

BUY
 -
213
+ 0.9%
$11.5K - $11.8K
24K $1.29M
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
204
New
$11K - $11.3K
204 $11K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
200
New
$10.8K - $11.1K
200 $10.8K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
190
+ 19.0%
$10.2K - $10.5K
1.19K $64K
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
179
+ 1.7%
$9.64K - $9.92K
10.7K $576K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
163
+ 0.54%
$8.78K - $9.03K
30.3K $1.63M
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
157
+ 1.13%
$8.45K - $8.7K
14K $754K
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
150
+ 1.31%
$8.08K - $8.31K
11.6K $624K
Jul 07, 2023 Q2 2023
First Community Trust Na

BUY
 -
146
New
$7.86K - $8.09K
146 $7.85K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
144
New
$7.75K - $7.98K
144 $7.74K
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
143
+ 2.57%
$7.7K - $7.92K
5.71K $307K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
140
New
$7.54K - $7.76K
140 $7.53K
Aug 14, 2023 Q2 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
137
+ 2.82%
$7.38K - $7.59K
5K $269K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
135
+ 24.55%
$7.27K - $7.48K
685 $36.8K
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
126
+ 2.29%
$6.79K - $6.98K
5.64K $303K
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
125
+ 2.28%
$6.73K - $6.93K
5.61K $302K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
119
New
$6.41K - $6.59K
119 $6.4K
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
105
+ 0.05%
$5.65K - $5.82K
210K $11.3M
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
100
+ 35.09%
$5.39K - $5.54K
385 $20.7K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
99
+ 1.23%
$5.33K - $5.48K
8.15K $438K
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
98
+ 2.48%
$5.28K - $5.43K
4.05K $218K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
91
+ 0.11%
$4.9K - $5.04K
84.4K $4.54M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
78
+ 2.16%
$4.2K - $4.32K
3.69K $198K
Jul 18, 2023 Q2 2023
Arcus Capital Partners, LLC

BUY
 -
73
+ 0.25%
$3.93K - $4.04K
29.3K $1.57M
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
62
+ 1.66%
$3.34K - $3.43K
3.8K $204K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
59
+ 0.15%
$3.18K - $3.27K
38.8K $2.08M
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
55
+ 0.91%
$2.96K - $3.05K
6.11K $328K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
48
+ 0.12%
$2.58K - $2.66K
40.1K $2.15M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
42
+ 0.56%
$2.26K - $2.33K
7.59K $408K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
40
+ 7.35%
$2.15K - $2.22K
584 $31.4K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
36
New
$1.94K - $1.99K
36 $1.94K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
35
+ 194.44%
$1.88K - $1.94K
53 $2.85K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
29
+ 15.51%
$1.56K - $1.61K
216 $11.6K
Aug 02, 2023 Q2 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
28
+ 0.24%
$1.51K - $1.55K
11.5K $619K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
26
+ 2.29%
$1.4K - $1.44K
1.16K $62.5K

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