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 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.08K
+ 16.06%
$55.2K - $62.3K
7.78K $464K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.06K
+ 12.42%
$54.4K - $61.4K
9.62K $573K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.05K
+ 126.36%
$53.5K - $60.4K
1.87K $112K
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
962
+ 3.46%
$49.3K - $55.6K
28.7K $1.71M
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
956
+ 5.31%
$49K - $55.3K
19K $1.13M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
936
+ 173.33%
$48K - $54.1K
1.48K $88K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
931
+ 11.93%
$47.7K - $53.8K
8.74K $521K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
929
+ 0.97%
$47.6K - $53.7K
97.1K $5.79M
Oct 14, 2022 Q3 2022
Capital Market Strategies LLC

BUY
 -
822
+ 8.59%
$42.1K - $47.5K
10.4K $619K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
728
+ 81.43%
$37.3K - $42.1K
1.62K $96.7K
Nov 10, 2022 Q3 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
612
+ 1.27%
$31.4K - $35.4K
48.8K $2.91M
Nov 14, 2022 Q3 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
590
New
$30.2K - $34.1K
590 $35.2K
Nov 14, 2022 Q3 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
572
+ 14.47%
$29.3K - $33.1K
4.52K $270K
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
542
+ 4.99%
$27.8K - $31.3K
11.4K $679K
Oct 17, 2022 Q3 2022
Bridge Advisory, LLC

BUY
 -
537
+ 1.63%
$27.5K - $31.1K
33.5K $2M
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
514
+ 8.76%
$26.3K - $29.7K
6.38K $380K
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
509
New
$26.1K - $29.4K
509 $30.3K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
472
+ 39.07%
$24.2K - $27.3K
1.68K $100K
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
459
+ 4.17%
$23.5K - $26.5K
11.5K $683K
Oct 20, 2022 Q3 2022
Signature Estate & Investment Advisors LLC

BUY
 -
442
+ 5.09%
$22.6K - $25.6K
9.13K $544K
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
437
+ 2.32%
$22.4K - $25.3K
19.3K $1.15M
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
399
+ 2.09%
$20.4K - $23.1K
19.5K $1.16M
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
398
+ 12.66%
$20.4K - $23K
3.54K $211K
Nov 10, 2022 Q3 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
397
New
$20.3K - $23K
397 $23.7K
Nov 10, 2022 Q3 2022
Jsf Financial, LLC

BUY
 -
397
+ 4.08%
$20.3K - $23K
10.1K $604K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
380
New
$19.5K - $22K
380 $22.6K
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
370
+ 4.84%
$19K - $21.4K
8.02K $478K
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
355
+ 2.38%
$18.2K - $20.5K
15.3K $909K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
349
+ 0.02%
$17.9K - $20.2K
1.52M $90.6M
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
340
+ 170.0%
$17.4K - $19.7K
540 $32.2K
Oct 20, 2022 Q3 2022
Hanson & Doremus Investment Management

BUY
 -
337
+ 6.78%
$17.3K - $19.5K
5.31K $316K
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
333
New
$17.1K - $19.3K
333 $19.8K
Nov 01, 2022 Q3 2022
Personal Cfo Solutions, LLC

BUY
 -
320
+ 0.33%
$16.4K - $18.5K
98K $5.84M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
318
+ 13.67%
$16.3K - $18.4K
2.65K $158K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
300
+ 297.03%
$15.4K - $17.3K
401 $23.9K
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
297
+ 2.97%
$15.2K - $17.2K
10.3K $614K
Oct 21, 2022 Q3 2022
Mcdonald Partners LLC

BUY
 -
296
+ 1.37%
$15.2K - $17.1K
21.9K $1.31M
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
294
New
$15.1K - $17K
294 $17.5K
Nov 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
239
+ 0.32%
$12.2K - $13.8K
75.5K $4.5M
Nov 10, 2022 Q3 2022
American Money Management, LLC

BUY
 -
218
+ 1.67%
$11.2K - $12.6K
13.2K $789K
Nov 15, 2022 Q3 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
200
+ 3.52%
$10.2K - $11.6K
5.88K $350K
Oct 11, 2022 Q3 2022
Sugarloaf Wealth Management, LLC

BUY
 -
155
+ 53.08%
$7.94K - $8.96K
447 $26.6K
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
150
+ 1.4%
$7.68K - $8.67K
10.9K $648K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
130
New
$6.66K - $7.52K
130 $7.75K
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
111
New
$5.69K - $6.42K
111 $6.61K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
109
+ 1.79%
$5.58K - $6.3K
6.2K $369K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
83
+ 0.08%
$4.25K - $4.8K
103K $6.14M
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
78
+ 2.7%
$4K - $4.51K
2.97K $177K
Nov 14, 2022 Q3 2022
Retirement Group, LLC

BUY
 -
71
+ 41.76%
$3.64K - $4.11K
241 $14.4K

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