Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46+ 70.77% |
$2.74K - $2.88K
|
111
$6.49K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40New |
$2.38K - $2.51K
|
40
$2.34K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 5.6% |
$1.67K - $1.75K
|
528
$30.9K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13+ 0.38% |
$775 - $814
|
3.42K
$200K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.01% |
$119 - $125
|
23.3K
$1.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2+ 0.12% |
$119 - $125
|
1.73K
$101K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-135- 0.14% |
$8.05K - $8.46K
|
93.1K
$5.45M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-247- 2.51% |
$14.7K - $15.5K
|
9.61K
$562K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-305Closed |
$18.2K - $19.1K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-607- 37.77% |
$36.2K - $38K
|
1K
$58.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 1.56% |
$73.1K - $76.8K
|
77.5K
$4.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.1K- 20.99% |
$125K - $132K
|
7.91K
$462K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15K- 14.78% |
$128K - $135K
|
12.4K
$724K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.38K- 19.25% |
$142K - $149K
|
10K
$585K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.39K- 55.17% |
$143K - $150K
|
1.94K
$114K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.1KClosed |
$304K - $319K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-5.74K- 13.45% |
$342K - $359K
|
36.9K
$2.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.81KClosed |
$347K - $364K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-6.73KClosed |
$401K - $421K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.95KClosed |
$474K - $498K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$634K - $666K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 35.03% |
$928K - $975K
|
28.9K
$1.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-17KClosed |
$1.01M - $1.06M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-27.2K- 20.51% |
$1.62M - $1.71M
|
106K
$6.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.5KClosed |
$1.64M - $1.72M
|
0
$0
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43.1K- 78.4% |
$2.57M - $2.7M
|
11.9K
$694K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-64.4KClosed |
$3.84M - $4.03M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-97.5K- 95.33% |
$5.81M - $6.1M
|
4.77K
$279K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-118KClosed |
$7.01M - $7.36M
|
0
$0
|