Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.09M+ 40.08% |
$209M - $236M
|
14.3M
$850M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.53M+ 22.41% |
$181M - $204M
|
19.3M
$1.15B
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.34M+ 25.17% |
$171M - $193M
|
16.6M
$988M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.77M+ 62.04% |
$142M - $160M
|
7.22M
$430M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.53M+ 871533.5% |
$78.6M - $88.7M
|
1.53M
$91.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.07M+ 7085.58% |
$54.6M - $61.7M
|
1.08M
$64.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.06MNew |
$54.3M - $61.3M
|
1.06M
$63.1M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
812KNew |
$41.6M - $47M
|
812K
$48.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
699K+ 34.83% |
$35.8M - $40.4M
|
2.71M
$161M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
591K+ 149.45% |
$30.3M - $34.2M
|
986K
$58.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
569K+ 5885.71% |
$29.1M - $32.9M
|
578K
$34.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
552K+ 128946.03% |
$28.3M - $31.9M
|
552K
$32.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
437K+ 4802.64% |
$22.4M - $25.3M
|
446K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
432K+ 16.24% |
$22.2M - $25M
|
3.1M
$184M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
424K+ 1782.67% |
$21.7M - $24.5M
|
448K
$26.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
344KNew |
$17.6M - $19.9M
|
344K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
305K+ 51.47% |
$15.6M - $17.6M
|
896K
$53.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
287KNew |
$14.7M - $16.6M
|
287K
$17.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
275KNew |
$14.1M - $15.9M
|
275K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
274KNew |
$14M - $15.9M
|
274K
$16.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
273KNew |
$14M - $15.8M
|
273K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
265K+ 42.37% |
$13.6M - $15.3M
|
891K
$53M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
263K+ 874.06% |
$13.5M - $15.2M
|
293K
$17.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
259K+ 117.58% |
$13.3M - $15M
|
480K
$28.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
245K+ 13.79% |
$12.5M - $14.1M
|
2.02M
$120M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
244K+ 30.48% |
$12.5M - $14.1M
|
1.04M
$62.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
240K+ 240.0% |
$12.3M - $13.9M
|
340K
$20.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238K+ 17.64% |
$12.2M - $13.8M
|
1.59M
$94.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
236K+ 3115.78% |
$12.1M - $13.7M
|
244K
$14.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
232K+ 119.5% |
$11.9M - $13.4M
|
425K
$25.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
210K+ 669.87% |
$10.7M - $12.1M
|
241K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207K+ 97.17% |
$10.6M - $12M
|
420K
$25M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
190KNew |
$9.75M - $11M
|
190K
$11.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
181KNew |
$9.26M - $10.5M
|
181K
$10.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
171K+ 94.02% |
$8.75M - $9.87M
|
352K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
167K+ 64.74% |
$8.57M - $9.67M
|
426K
$25.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
158K+ 527.96% |
$8.1M - $9.14M
|
188K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
155K+ 58.82% |
$7.94M - $8.97M
|
419K
$24.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
153K+ 293.32% |
$7.81M - $8.82M
|
205K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
151K+ 826.26% |
$7.74M - $8.73M
|
169K
$10.1M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
150K+ 57.06% |
$7.66M - $8.65M
|
412K
$24.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146K+ 792.91% |
$7.45M - $8.42M
|
164K
$9.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
143KNew |
$7.3M - $8.24M
|
143K
$8.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
140K+ 13.04% |
$7.16M - $8.08M
|
1.21M
$72.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
132KNew |
$6.76M - $7.63M
|
132K
$7.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
125K+ 38.89% |
$6.41M - $7.24M
|
447K
$26.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
123KNew |
$6.33M - $7.14M
|
123K
$7.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
120K+ 35.23% |
$6.17M - $6.96M
|
462K
$27.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
120K+ 562.71% |
$6.15M - $6.94M
|
141K
$8.41M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
118KNew |
$6.05M - $6.83M
|
118K
$7.02M
|