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 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
172KNew |
$9.25M - $9.51M
|
172K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 24.02% |
$9.22M - $9.49M
|
885K
$52.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
164K+ 345.87% |
$8.83M - $9.08M
|
211K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
158K+ 19.98% |
$8.49M - $8.73M
|
946K
$55.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
153K+ 182.63% |
$8.23M - $8.47M
|
236K
$13.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
150K+ 34.02% |
$8.08M - $8.31M
|
591K
$34.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
134K+ 13.67% |
$7.21M - $7.42M
|
1.11M
$65.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
132K+ 3314.56% |
$7.11M - $7.31M
|
136K
$8.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
124K+ 25.23% |
$6.66M - $6.86M
|
614K
$36.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
122K+ 183.52% |
$6.56M - $6.75M
|
188K
$11.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
107KNew |
$5.78M - $5.95M
|
107K
$6.33M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107K+ 61.5% |
$5.77M - $5.94M
|
282K
$16.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
107K+ 173.27% |
$5.76M - $5.93M
|
169K
$9.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
103KNew |
$5.56M - $5.72M
|
103K
$6.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
102K+ 161.35% |
$5.5M - $5.66M
|
165K
$9.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
99.7K+ 35.31% |
$5.37M - $5.52M
|
382K
$22.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
98.4K+ 59.26% |
$5.3M - $5.45M
|
264K
$15.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
98.1K+ 19.7% |
$5.28M - $5.43M
|
596K
$35.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
92.7K+ 45.19% |
$4.99M - $5.13M
|
298K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92.5K+ 17.01% |
$4.98M - $5.12M
|
636K
$37.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
92.2KNew |
$4.96M - $5.11M
|
92.2K
$5.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
91.4K+ 27.82% |
$4.92M - $5.06M
|
420K
$24.8M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
87.4KNew |
$4.71M - $4.84M
|
87.4K
$5.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
84.7K+ 128.93% |
$4.56M - $4.69M
|
150K
$8.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
84.3K+ 143.48% |
$4.54M - $4.67M
|
143K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
84K+ 121.28% |
$4.52M - $4.65M
|
153K
$9.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
83.8KNew |
$4.52M - $4.65M
|
83.8K
$4.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
83.6K+ 1672460.0% |
$4.5M - $4.63M
|
83.6K
$4.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
82.4K+ 7.67% |
$4.44M - $4.56M
|
1.16M
$68.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
82.2K+ 88.22% |
$4.43M - $4.56M
|
175K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
71.8K+ 288.6% |
$3.87M - $3.98M
|
96.7K
$5.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71KNew |
$3.82M - $3.93M
|
71K
$4.18M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70.9K+ 43.69% |
$3.82M - $3.93M
|
233K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
70.6K+ 104.99% |
$3.8M - $3.91M
|
138K
$8.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
68.6K+ 12.32% |
$3.69M - $3.8M
|
625K
$36.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.7K+ 9.39% |
$3.48M - $3.58M
|
754K
$44.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
64.2K+ 24.58% |
$3.46M - $3.56M
|
325K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62.7KNew |
$3.37M - $3.47M
|
62.7K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
62.3KNew |
$3.36M - $3.45M
|
62.3K
$3.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
61.6K+ 9.64% |
$3.32M - $3.41M
|
700K
$41.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61K+ 93.84% |
$3.28M - $3.38M
|
126K
$7.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59.4K+ 57622.33% |
$3.2M - $3.29M
|
59.5K
$3.51M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
59.3K+ 13.05% |
$3.19M - $3.28M
|
513K
$30.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
58.9K+ 17.18% |
$3.17M - $3.26M
|
402K
$23.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
57.8K+ 38.7% |
$3.11M - $3.2M
|
207K
$12.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
56.5KNew |
$3.04M - $3.13M
|
56.5K
$3.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
56.1K+ 437.68% |
$3.02M - $3.11M
|
68.9K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
54.3K+ 29.6% |
$2.92M - $3.01M
|
238K
$14M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
51.8K+ 504.42% |
$2.79M - $2.87M
|
62K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51.5K+ 17.85% |
$2.77M - $2.85M
|
340K
$20M
|