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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.87K+ 13.88% |
$316K - $325K
|
48.2K
$2.83M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.87K+ 86.38% |
$316K - $325K
|
12.7K
$744K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.81K+ 7.2% |
$313K - $322K
|
86.4K
$5.08M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.76K+ 7.08% |
$310K - $319K
|
87.1K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 37.98% |
$307K - $316K
|
20.7K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.68K+ 6.34% |
$306K - $315K
|
95.3K
$5.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.67K+ 6.45% |
$305K - $314K
|
93.5K
$5.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.64K+ 24.03% |
$303K - $312K
|
29.1K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.62K+ 30.25% |
$303K - $311K
|
24.2K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.61KNew |
$302K - $311K
|
5.61K
$330K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.5K+ 8.33% |
$296K - $305K
|
71.5K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.48KNew |
$295K - $304K
|
5.48K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.4K+ 2699.0% |
$291K - $299K
|
5.6K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5.35KNew |
$288K - $296K
|
5.35K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.33K+ 12.83% |
$287K - $295K
|
46.9K
$2.76M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.3KNew |
$285K - $294K
|
5.3K
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
5.25KNew |
$282K - $291K
|
5.25K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.21KNew |
$281K - $289K
|
5.21K
$306K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.21K+ 11.03% |
$280K - $288K
|
52.4K
$3.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.2K+ 3.88% |
$280K - $288K
|
139K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.15K+ 51.12% |
$277K - $285K
|
15.2K
$895K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.14K+ 23.92% |
$277K - $285K
|
26.6K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.13KNew |
$276K - $284K
|
5.13K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.12K+ 5.77% |
$275K - $283K
|
93.9K
$5.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.12K+ 40.55% |
$275K - $283K
|
17.7K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.1KNew |
$275K - $283K
|
5.1K
$300K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.03KNew |
$271K - $279K
|
5.03K
$296K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 8.15% |
$270K - $278K
|
66.5K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
5KNew |
$269K - $277K
|
5K
$294K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5KNew |
$269K - $277K
|
5K
$294K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
5KNew |
$269K - $277K
|
5K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.99K+ 58.57% |
$269K - $276K
|
13.5K
$794K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.98KNew |
$268K - $276K
|
4.98K
$293K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.93K+ 17.47% |
$266K - $273K
|
33.2K
$1.95M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.91K+ 93.66% |
$264K - $272K
|
10.1K
$596K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.89K+ 7.01% |
$263K - $271K
|
74.7K
$4.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.86K+ 29.47% |
$261K - $269K
|
21.3K
$1.25M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.84KNew |
$260K - $268K
|
4.84K
$284K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
4.83KNew |
$260K - $268K
|
4.83K
$284K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.83K+ 26.96% |
$260K - $267K
|
22.7K
$1.34M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.81K+ 16.45% |
$259K - $267K
|
34.1K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.8KNew |
$258K - $266K
|
4.8K
$282K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.79KNew |
$258K - $265K
|
4.79K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.78K+ 5.46% |
$258K - $265K
|
92.4K
$5.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
4.77KNew |
$257K - $264K
|
4.77K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.76K+ 10.49% |
$256K - $264K
|
50.2K
$2.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.75K+ 23.49% |
$256K - $263K
|
25K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.74K+ 12.89% |
$255K - $263K
|
41.5K
$2.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
4.68KNew |
$252K - $259K
|
4.68K
$275K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.63K+ 362.03% |
$250K - $257K
|
5.91K
$348K
|