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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130K- 21.83% |
$7M - $7.2M
|
465K
$25M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-130K- 56.0% |
$7.02M - $7.23M
|
103K
$5.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-142K- 91.05% |
$7.67M - $7.89M
|
14K
$753K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-145K- 28.98% |
$7.8M - $8.03M
|
355K
$19.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-167K- 50.4% |
$9M - $9.26M
|
164K
$8.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-211K- 47.84% |
$11.4M - $11.7M
|
230K
$12.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-286K- 96.06% |
$15.4M - $15.8M
|
11.7K
$630K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-426K- 91.18% |
$23M - $23.6M
|
41.2K
$2.22M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-779K- 25.91% |
$41.9M - $43.2M
|
2.23M
$120M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.12M- 15.52% |
$222M - $228M
|
22.5M
$1.21B
|