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
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.25K
+ 5.43%
$444K - $457K
160K $9.44M
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
8K
+ 7.82%
$431K - $443K
110K $6.51M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
7.97K
+ 3.9%
$429K - $441K
212K $12.5M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
7.93K
+ 59.49%
$427K - $439K
21.3K $1.25M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
7.91K
+ 33.03%
$426K - $438K
31.8K $1.88M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
7.9K
+ 96.57%
$425K - $438K
16.1K $948K
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
7.81K
New
$421K - $433K
7.81K $461K
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
7.76K
+ 141.15%
$418K - $430K
13.3K $782K
Aug 14, 2023 Q2 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
7.7K
+ 71.89%
$415K - $427K
18.4K $1.09M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.7K
+ 10.69%
$415K - $427K
79.8K $4.7M
Jul 06, 2023 Q2 2023
Lowe Wealth Advisors, LLC

BUY
 -
7.59K
+ 10.48%
$409K - $421K
80K $4.72M
Aug 11, 2023 Q2 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
7.57K
+ 9.64%
$408K - $420K
86.2K $5.08M
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
7.52K
+ 18.07%
$405K - $417K
49.1K $2.9M
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
7.52K
+ 5.39%
$405K - $417K
147K $8.67M
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
7.51K
+ 50.73%
$404K - $416K
22.3K $1.32M
Aug 09, 2023 Q2 2023
Cannell & Co.

New York, NY
BUY
 -
7.5K
New
$404K - $416K
7.5K $442K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
7.47K
+ 58.34%
$402K - $414K
20.3K $1.2M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
7.47K
+ 9.58%
$402K - $414K
85.4K $5.04M
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
7.46K
New
$402K - $413K
7.46K $440K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
7.39K
New
$398K - $410K
7.39K $436K
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

BUY
 -
7.39K
+ 12.41%
$398K - $410K
67K $3.95M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
7.28K
+ 21.73%
$392K - $403K
40.7K $2.4M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
7.27K
+ 67.68%
$392K - $403K
18K $1.06M
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
7.2K
+ 24.74%
$388K - $399K
36.3K $2.14M
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
7.09K
+ 6.24%
$382K - $393K
121K $7.13M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
7.04K
New
$379K - $390K
7.04K $415K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
6.94K
New
$374K - $384K
6.94K $409K
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
6.89K
+ 106.95%
$371K - $382K
13.3K $787K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.84K
New
$368K - $379K
6.84K $403K
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
6.81K
+ 17.74%
$367K - $377K
45.2K $2.66M
Jul 19, 2023 Q2 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
6.7K
+ 13.25%
$361K - $371K
57.3K $3.38M
Aug 03, 2023 Q2 2023
Private Wealth Partners, LLC

BUY
 -
6.58K
+ 32.26%
$354K - $365K
27K $1.59M
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
6.54K
New
$352K - $362K
6.54K $386K
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
6.52K
+ 4.85%
$351K - $361K
141K $8.31M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
6.5K
+ 22.31%
$350K - $360K
35.6K $2.1M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
6.38K
+ 488.0%
$344K - $354K
7.69K $454K
Jul 17, 2023 Q2 2023
Hixon Zuercher, LLC

BUY
 -
6.37K
New
$343K - $353K
6.37K $376K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
6.28K
+ 30.81%
$338K - $348K
26.6K $1.57M
Jul 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
6.18K
+ 3.06%
$333K - $342K
208K $12.3M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
6.17K
+ 32.68%
$332K - $342K
25K $1.48M
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
6.17K
New
$332K - $342K
6.17K $364K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
6.16K
+ 9.98%
$332K - $341K
67.8K $4M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
6.12K
+ 73.33%
$330K - $339K
14.5K $853K
Aug 07, 2023 Q2 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
6.09K
+ 44.44%
$328K - $337K
19.8K $1.17M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.04K
+ 61.0%
$325K - $335K
15.9K $940K
Aug 14, 2023 Q2 2023
Cadence Bank

Tupelo, MS
BUY
 -
6K
+ 43.75%
$323K - $332K
19.7K $1.16M
Nov 20, 2023 Q2 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
6K
New
$323K - $332K
6K $354K
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
5.91K
New
$318K - $328K
5.91K $349K
Sep 01, 2023 Q2 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
5.88K
+ 1.34%
$317K - $326K
444K $26.2M

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