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 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.23KNew |
$268K - $302K
|
5.23K
$314K
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
5.21KNew |
$267K - $301K
|
5.21K
$313K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
5K+ 5.19% |
$256K - $289K
|
101K
$6.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
5KNew |
$256K - $289K
|
5K
$301K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4.99KNew |
$256K - $289K
|
4.99K
$300K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.91K+ 26.94% |
$252K - $284K
|
23.1K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.82KNew |
$247K - $279K
|
4.82K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.79KNew |
$245K - $277K
|
4.79K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.75KNew |
$243K - $274K
|
4.75K
$285K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.7KNew |
$241K - $272K
|
4.7K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.68KNew |
$240K - $271K
|
4.68K
$282K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
4.62KNew |
$237K - $267K
|
4.62K
$278K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.62KNew |
$237K - $267K
|
4.62K
$278K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.61K+ 30.45% |
$236K - $267K
|
19.8K
$1.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.5KNew |
$231K - $260K
|
4.5K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.49KNew |
$230K - $259K
|
4.49K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.42K+ 4.24% |
$226K - $256K
|
109K
$6.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.42KNew |
$226K - $255K
|
4.42K
$266K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.4K+ 2417.58% |
$225K - $254K
|
4.58K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.39K+ 56.98% |
$225K - $254K
|
12.1K
$728K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.35KNew |
$223K - $252K
|
4.35K
$262K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.34K+ 115.51% |
$222K - $251K
|
8.1K
$487K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.26K+ 17.04% |
$218K - $246K
|
29.2K
$1.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.23KNew |
$216K - $244K
|
4.23K
$254K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.21K+ 8.74% |
$215K - $243K
|
52.4K
$3.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
4.13KNew |
$212K - $239K
|
4.13K
$249K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
4.13K+ 82.5% |
$211K - $239K
|
9.13K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.1KNew |
$210K - $237K
|
4.1K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.04KNew |
$207K - $234K
|
4.04K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.03KNew |
$207K - $233K
|
4.03K
$243K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
4.02KNew |
$206K - $233K
|
4.02K
$242K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.99KNew |
$204K - $231K
|
3.99K
$240K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
3.98KNew |
$204K - $230K
|
3.98K
$239K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.97K+ 12.41% |
$203K - $229K
|
35.9K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.9K+ 80.0% |
$200K - $225K
|
8.77K
$527K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.87K+ 6.16% |
$198K - $224K
|
66.8K
$4.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.87K+ 9.04% |
$198K - $224K
|
46.6K
$2.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.84K+ 54.1% |
$197K - $222K
|
10.9K
$657K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.51K+ 6.5% |
$180K - $203K
|
57.5K
$3.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 23.58% |
$177K - $200K
|
18.1K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.39K+ 11.09% |
$174K - $196K
|
33.9K
$2.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.22KNew |
$165K - $186K
|
3.22K
$193K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.19K+ 43.16% |
$163K - $184K
|
10.6K
$636K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.1K+ 15.52% |
$159K - $179K
|
23.1K
$1.39M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.85K+ 45.64% |
$146K - $165K
|
9.09K
$547K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.81K+ 16.63% |
$144K - $163K
|
19.7K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.76K+ 5.16% |
$142K - $160K
|
56.3K
$3.39M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
2.57K+ 14.86% |
$132K - $149K
|
19.9K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.55K+ 53.68% |
$131K - $147K
|
7.3K
$439K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.54K+ 27.94% |
$130K - $147K
|
11.6K
$698K
|