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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
2.5K+ 16.67% |
$128K - $145K
|
17.5K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.48K+ 62.82% |
$127K - $143K
|
6.42K
$386K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.46K+ 14.45% |
$126K - $142K
|
19.5K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 30.13% |
$124K - $139K
|
10.4K
$627K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 19.1% |
$122K - $138K
|
14.9K
$896K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.35K+ 3.87% |
$121K - $136K
|
63.2K
$3.8M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.3K+ 2.7% |
$118K - $133K
|
87.6K
$5.27M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.28K+ 4.22% |
$117K - $132K
|
56.3K
$3.39M
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.11K+ 25.64% |
$108K - $122K
|
10.4K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.07K+ 8.12% |
$106K - $120K
|
27.5K
$1.66M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.04KNew |
$105K - $118K
|
2.04K
$123K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.01K+ 5.1% |
$103K - $116K
|
41.5K
$2.49M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
2K+ 10.75% |
$102K - $116K
|
20.6K
$1.24M
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 28.57% |
$102K - $116K
|
9K
$541K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2K+ 61.73% |
$102K - $116K
|
5.24K
$315K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2KNew |
$102K - $116K
|
2K
$120K
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.95K+ 4.42% |
$100K - $113K
|
46.1K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.86K+ 49.22% |
$95K - $107K
|
5.62K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.77K+ 48.92% |
$90.8K - $102K
|
5.39K
$325K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.74K+ 56.29% |
$89.1K - $101K
|
4.83K
$291K
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.71K+ 2.48% |
$87.4K - $98.7K
|
70.4K
$4.24M
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.65K+ 7.58% |
$84.7K - $95.7K
|
23.5K
$1.41M
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.65K+ 21.52% |
$84.3K - $95.1K
|
9.29K
$559K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.63K+ 9.17% |
$83.5K - $94.3K
|
19.4K
$1.17M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.62K+ 174.09% |
$82.9K - $93.6K
|
2.55K
$153K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.62KNew |
$82.8K - $93.5K
|
1.62K
$97.3K
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.61K+ 22.29% |
$82.6K - $93.3K
|
8.85K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.61K+ 1.52% |
$82.4K - $93K
|
108K
$6.48M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
1.56K+ 17.71% |
$80.1K - $90.4K
|
10.4K
$625K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.54K+ 39.94% |
$79K - $89.2K
|
5.41K
$325K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 6.01% |
$77.8K - $87.8K
|
26.8K
$1.61M
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.51K+ 8.47% |
$77.5K - $87.4K
|
19.4K
$1.17M
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.5KNew |
$76.8K - $86.7K
|
1.5K
$90.2K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.41KNew |
$72.2K - $81.5K
|
1.41K
$84.8K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.47% |
$71K - $80.2K
|
57.5K
$3.46M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.38K+ 16.65% |
$70.6K - $79.7K
|
9.65K
$581K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.37K+ 9.53% |
$70.3K - $79.4K
|
15.8K
$949K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.35K+ 538.0% |
$68.9K - $77.8K
|
1.6K
$96K
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.29K+ 8.09% |
$66K - $74.5K
|
17.2K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.27K+ 29.56% |
$65.1K - $73.5K
|
5.57K
$335K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.24K+ 56.8% |
$63.7K - $71.9K
|
3.43K
$207K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21KNew |
$61.8K - $69.7K
|
1.21K
$72.6K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.19K+ 20.07% |
$60.8K - $68.6K
|
7.09K
$427K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.17K+ 17.03% |
$60K - $67.8K
|
8.05K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.17KNew |
$59.7K - $67.4K
|
1.17K
$70.1K
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.16K+ 0.27% |
$59.4K - $67K
|
428K
$25.7M
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
1.16K+ 29.85% |
$59.2K - $66.9K
|
5.03K
$303K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
1.15K+ 4.11% |
$58.7K - $66.3K
|
29K
$1.75M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 4.04% |
$58.4K - $65.9K
|
29.4K
$1.77M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.12K+ 13.6% |
$57.1K - $64.5K
|
9.32K
$560K
|