Purchases and Sales Made in Q3 2022 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 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 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
18.9K
+ 91.8%
$970K - $1.1M
39.6K $2.35M
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
18K
+ 28.81%
$921K - $1.04M
80.4K $4.78M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
17.4K
+ 43.18%
$890K - $1M
57.6K $3.43M
Nov 14, 2022 Q3 2022
Masso Torrence Wealth Management Inc.

BUY
 -
16.8K
+ 24.18%
$860K - $971K
86.2K $5.13M
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
16.7K
+ 218.52%
$858K - $968K
24.4K $1.45M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
16.5K
+ 26.66%
$847K - $956K
78.6K $4.67M
Oct 12, 2022 Q3 2022
Howard Financial Services, Ltd.

BUY
 -
16.5K
+ 131.46%
$843K - $952K
29K $1.72M
Oct 13, 2022 Q3 2022
Pennsylvania Capital Management Inc

BUY
 -
16.4K
+ 29.75%
$840K - $948K
71.5K $4.25M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
16K
+ 15.46%
$821K - $926K
120K $7.12M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
16K
+ 214.25%
$820K - $925K
23.5K $1.4M
Oct 14, 2022 Q3 2022
Meadow Creek Wealth Advisors LLC

BUY
 -
15.2K
New
$779K - $879K
15.2K $904K
Nov 01, 2022 Q3 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
15K
+ 13.57%
$770K - $869K
126K $7.49M
Nov 01, 2022 Q3 2022
Signature Wealth Management Partners, LLC

BUY
 -
14.4K
New
$736K - $831K
14.4K $855K
Oct 26, 2022 Q3 2022
Avestar Capital, LLC

BUY
 -
14.3K
+ 21.53%
$735K - $829K
81K $4.82M
Oct 20, 2022 Q3 2022
Vigilare Wealth Management

BUY
 -
14.3K
+ 135.63%
$732K - $827K
24.8K $1.48M
Oct 20, 2022 Q3 2022
Beam Wealth Advisors, Inc.

BUY
 -
14.3K
+ 105.38%
$730K - $824K
27.8K $1.65M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
14K
+ 46.94%
$719K - $811K
43.9K $2.61M
Nov 03, 2022 Q3 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
13.8K
+ 141.95%
$706K - $797K
23.5K $1.4M
Nov 14, 2022 Q3 2022
Wealth Effects LLC

BUY
 -
13.5K
New
$691K - $780K
13.5K $802K
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
13.2K
+ 23.79%
$678K - $766K
68.9K $4.1M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
13.2K
+ 87.92%
$677K - $765K
28.3K $1.68M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
13K
+ 356.66%
$665K - $751K
16.6K $988K
Oct 21, 2022 Q3 2022
Alpha Star Capital Management, LLC

BUY
 -
12.8K
New
$657K - $741K
12.8K $762K
Oct 21, 2022 Q3 2022
Lake Street Financial LLC

BUY
 -
12.7K
+ 9.37%
$652K - $736K
149K $8.84M
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
12.6K
+ 18.01%
$644K - $727K
82.4K $4.9M
Nov 02, 2022 Q3 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
12.5K
+ 302.77%
$639K - $722K
16.6K $987K
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
12.4K
New
$635K - $717K
12.4K $737K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
11.8K
+ 248.82%
$607K - $685K
16.6K $988K
Oct 17, 2022 Q3 2022
Prosperity Consulting Group, LLC

BUY
 -
11.8K
New
$606K - $684K
11.8K $703K
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
11.8K
+ 25.7%
$604K - $682K
57.7K $3.43M
Nov 01, 2022 Q3 2022
Fagan Associates, Inc.

BUY
 -
11.8K
+ 12.44%
$604K - $681K
107K $6.34M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.2K
+ 140.6%
$576K - $650K
19.2K $1.14M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.2K
+ 140.6%
$576K - $650K
19.2K $1.14M
Sep 11, 2024 Q3 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
11.2K
+ 19.84%
$575K - $649K
67.8K $4.03M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
11.1K
+ 32.52%
$567K - $640K
45.1K $2.68M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
11K
+ 305.71%
$562K - $635K
14.6K $866K
Oct 13, 2022 Q3 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
10.8K
+ 35.96%
$552K - $623K
40.8K $2.42M
Oct 06, 2022 Q3 2022
Lowe Wealth Advisors, LLC

BUY
 -
10.6K
+ 21.58%
$541K - $611K
59.5K $3.54M
Nov 10, 2022 Q3 2022
Sage Advisory Services, Ltd.Co.

BUY
 -
10.4K
+ 9.21%
$535K - $604K
124K $7.36M
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

BUY
 -
10.4K
+ 75.23%
$530K - $599K
24.1K $1.43M
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
9.96K
+ 49.47%
$510K - $576K
30.1K $1.79M
Oct 11, 2022 Q3 2022
Novare Capital Management LLC

BUY
 -
9.77K
+ 213.09%
$501K - $565K
14.4K $854K
Nov 01, 2022 Q3 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
9.65K
New
$494K - $558K
9.65K $574K
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
9.59K
+ 32.91%
$491K - $554K
38.7K $2.3M
Nov 02, 2022 Q3 2022
Westshore Wealth, LLC

BUY
 -
9.53K
+ 9.91%
$488K - $551K
106K $6.29M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
9.46K
+ 36.08%
$485K - $547K
35.7K $2.12M
Oct 31, 2022 Q3 2022
Concorde Asset Management, LLC

BUY
 -
9.26K
New
$474K - $535K
9.26K $551K
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
9.25K
+ 20.45%
$474K - $535K
54.5K $3.24M
Oct 19, 2022 Q3 2022
Patten & Patten Inc

BUY
 -
9.2K
+ 4.53%
$471K - $532K
212K $12.6M

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