Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
25+ 0.27% |
$1.35K - $1.39K
|
9.32K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21+ 0.38% |
$1.13K - $1.16K
|
5.61K
$302K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 2.31% |
$1.08K - $1.11K
|
885
$47.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
8New |
$431 - $443
|
8
$430
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.19% |
$377 - $388
|
3.71K
$199K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
6+ 0.11% |
$323 - $332
|
5.35K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.27% |
$269 - $277
|
1.82K
$98.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2+ 0.29% |
$108 - $111
|
693
$37.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.74% |
$108 - $111
|
117
$6.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$108 - $111
|
8.35K
$449K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 2.56% |
$108 - $111
|
80
$4.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.04% |
$53.9 - $55.4
|
2.64K
$142K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 0.12% |
$53.9 - $55.4
|
835
$44.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$108 - $111
|
8.43K
$453K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-25- 0.08% |
$1.35K - $1.39K
|
30.4K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-32- 0.38% |
$1.72K - $1.77K
|
8.44K
$454K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-45- 6.27% |
$2.42K - $2.49K
|
673
$36.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-72- 2.09% |
$3.88K - $3.99K
|
3.38K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-102- 2.09% |
$5.49K - $5.65K
|
4.77K
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-109- 0.28% |
$5.87K - $6.04K
|
38.2K
$2.05M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-161- 1.38% |
$8.67K - $8.92K
|
11.5K
$617K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-168- 1.31% |
$9.05K - $9.31K
|
12.6K
$679K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-172- 4.13% |
$9.26K - $9.53K
|
3.99K
$214K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-172- 2.12% |
$9.26K - $9.53K
|
7.93K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 4.08% |
$10.8K - $11.1K
|
4.7K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-216- 2.99% |
$11.6K - $12K
|
7.02K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-225- 5.84% |
$12.1K - $12.5K
|
3.63K
$195K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-250- 0.75% |
$13.5K - $13.9K
|
33.1K
$1.78M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-263- 1.39% |
$14.2K - $14.6K
|
18.6K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-331- 1.75% |
$17.8K - $18.3K
|
18.6K
$1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-346- 7.81% |
$18.6K - $19.2K
|
4.08K
$219K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-350- 13.98% |
$18.8K - $19.4K
|
2.15K
$116K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-394- 1.23% |
$21.2K - $21.8K
|
31.7K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-404- 3.47% |
$21.8K - $22.4K
|
11.2K
$604K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-410- 7.53% |
$22.1K - $22.7K
|
5.04K
$271K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-424- 2.4% |
$22.8K - $23.5K
|
17.2K
$926K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-425- 6.24% |
$22.9K - $23.5K
|
6.39K
$343K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-428- 0.67% |
$23K - $23.7K
|
63.2K
$3.4M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-450- 23.99% |
$24.2K - $24.9K
|
1.43K
$76.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-523- 0.73% |
$28.2K - $29K
|
71.4K
$3.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-524- 0.88% |
$28.2K - $29K
|
58.9K
$3.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-542- 1.75% |
$29.2K - $30K
|
30.3K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-569- 4.09% |
$30.6K - $31.5K
|
13.3K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-570- 6.29% |
$30.7K - $31.6K
|
8.5K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-571- 1.44% |
$30.7K - $31.6K
|
39.2K
$2.11M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 7.55% |
$31.4K - $32.4K
|
7.16K
$385K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-584- 7.55% |
$31.4K - $32.4K
|
7.16K
$385K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-680- 6.67% |
$36.6K - $37.7K
|
9.51K
$511K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-684- 2.06% |
$36.8K - $37.9K
|
32.5K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-705- 1.25% |
$38K - $39.1K
|
55.7K
$2.99M
|