Purchases and Sales Made in Q3 2023 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 2023. 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 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.88K+ 26.64% |
$100K - $105K
|
8.91K
$535K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$96.7K - $101K
|
1.81K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.79K+ 33.07% |
$95.6K - $99.9K
|
7.19K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.76K+ 11.02% |
$94.3K - $98.6K
|
17.8K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.67K+ 13.2% |
$89.4K - $93.4K
|
14.3K
$860K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
1.67K+ 2.15% |
$89.2K - $93.2K
|
79.1K
$4.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.64K+ 8.1% |
$87.8K - $91.8K
|
21.9K
$1.32M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.62K+ 16.98% |
$86.9K - $90.8K
|
11.2K
$672K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.55K+ 4.77% |
$82.8K - $86.5K
|
34K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.53K+ 8.61% |
$81.9K - $85.6K
|
19.3K
$1.16M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.51K+ 27.54% |
$80.8K - $84.4K
|
6.99K
$420K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.42% |
$80K - $83.6K
|
29.1K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.49K+ 37.49% |
$79.5K - $83.1K
|
5.45K
$327K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.49K+ 37.49% |
$79.5K - $83.1K
|
5.45K
$327K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 3.1% |
$79.1K - $82.6K
|
49.1K
$2.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.46K+ 5.02% |
$77.9K - $81.5K
|
30.5K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.45K+ 2.77% |
$77.6K - $81.1K
|
53.9K
$3.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.41K+ 2.32% |
$75.6K - $79.1K
|
62.3K
$3.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.38K+ 5.11% |
$74K - $77.3K
|
28.5K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.38K+ 18.6% |
$73.6K - $76.9K
|
8.77K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.36K+ 3.4% |
$73K - $76.3K
|
41.5K
$2.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.35K+ 0.19% |
$72.3K - $75.5K
|
717K
$43M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 7.1% |
$72.2K - $75.5K
|
20.4K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
1.32K+ 15.38% |
$70.4K - $73.6K
|
9.87K
$592K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3K+ 238.49% |
$69.3K - $72.4K
|
1.84K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.25K+ 5.21% |
$66.7K - $69.7K
|
25.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.22K+ 3.33% |
$65.4K - $68.4K
|
37.9K
$2.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.22K+ 0.39% |
$65.4K - $68.3K
|
311K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.21K+ 9.34% |
$64.9K - $67.9K
|
14.2K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.21KNew |
$64.9K - $67.8K
|
1.21K
$72.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.19K+ 14.07% |
$63.5K - $66.4K
|
9.63K
$578K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.14K+ 1.73% |
$60.8K - $63.5K
|
67K
$4.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.12K+ 25.82% |
$59.7K - $62.4K
|
5.44K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05K+ 24.22% |
$56K - $58.5K
|
5.36K
$322K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.04K+ 14.84% |
$55.9K - $58.4K
|
8.08K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 3.74% |
$55.1K - $57.6K
|
28.5K
$1.71M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
1K+ 8.82% |
$53.7K - $56.1K
|
12.4K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1K+ 11.99% |
$53.6K - $56K
|
9.36K
$562K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1KNew |
$53.5K - $55.9K
|
1K
$60K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$53.5K - $55.9K
|
1K
$60K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
993+ 20.65% |
$53.1K - $55.5K
|
5.8K
$348K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
992+ 46.88% |
$53.1K - $55.5K
|
3.11K
$187K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
992+ 6.13% |
$53.1K - $55.5K
|
17.2K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
983+ 2.86% |
$52.6K - $55K
|
35.3K
$2.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
982+ 21.96% |
$52.5K - $54.9K
|
5.45K
$327K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
972+ 8.0% |
$52K - $54.4K
|
13.1K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
947+ 12.26% |
$50.7K - $53K
|
8.67K
$520K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
939+ 19.82% |
$50.2K - $52.5K
|
5.68K
$341K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
922New |
$49.3K - $51.6K
|
922
$55.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
904+ 8.74% |
$48.4K - $50.6K
|
11.2K
$675K
|