Purchases and Sales Made in Q3 2023 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 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 14, 2023 Q3 2023
Nelson Capital Management, LLC

BUY
 -
900
+ 2.67%
$48.2K - $50.3K
34.6K $2.07M
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
882
+ 1.72%
$47.2K - $49.3K
52.1K $3.13M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
864
+ 17.35%
$46.2K - $48.3K
5.85K $351K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
850
+ 3.59%
$45.5K - $47.5K
24.6K $1.47M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
849
+ 0.51%
$45.4K - $47.5K
168K $10.1M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
847
+ 7.52%
$45.3K - $47.4K
12.1K $727K
Nov 13, 2023 Q3 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
833
+ 9.57%
$44.6K - $46.6K
9.53K $572K
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
811
+ 21.83%
$43.4K - $45.4K
4.53K $272K
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
789
+ 1.33%
$42.2K - $44.1K
59.9K $3.6M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
780
+ 94.32%
$41.7K - $43.6K
1.61K $96.5K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
734
+ 2.32%
$39.3K - $41K
32.4K $1.95M
Oct 18, 2023 Q3 2023
Cornerstone Wealth Group, LLC

BUY
 -
734
+ 0.96%
$39.3K - $41K
77.2K $4.63M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
728
+ 18.46%
$38.9K - $40.7K
4.67K $280K
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

BUY
 -
713
+ 3.74%
$38.1K - $39.9K
19.8K $1.19M
Oct 31, 2023 Q3 2023
Cutter & CO Brokerage, Inc.

BUY
 -
675
+ 10.2%
$36.1K - $37.7K
7.29K $438K
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
670
+ 8375.0%
$35.8K - $37.5K
678 $40.7K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
667
+ 0.47%
$35.7K - $37.3K
144K $8.63M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
651
+ 2.69%
$34.8K - $36.4K
24.9K $1.49M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
649
+ 24.6%
$34.7K - $36.3K
3.29K $197K
Oct 11, 2023 Q3 2023
Alliance Wealth Advisors, LLC

BUY
 -
622
+ 4.63%
$33.3K - $34.8K
14.1K $844K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
621
+ 27.75%
$33.2K - $34.7K
2.86K $172K
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
616
+ 6.61%
$33K - $34.4K
9.93K $596K
Nov 03, 2023 Q3 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
582
+ 3.53%
$31.1K - $32.5K
17.1K $1.02M
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
579
+ 2.41%
$31K - $32.4K
24.6K $1.48M
Oct 18, 2023 Q3 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
578
+ 1.76%
$30.9K - $32.3K
33.4K $2.01M
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
568
New
$30.4K - $31.8K
568 $34.1K
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
560
+ 9.1%
$30K - $31.3K
6.72K $403K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
558
+ 1.8%
$29.9K - $31.2K
31.6K $1.9M
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
557
+ 8.49%
$29.8K - $31.1K
7.12K $427K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
556
+ 2.57%
$29.7K - $31.1K
22.2K $1.33M
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

BUY
 -
551
+ 7.45%
$29.5K - $30.8K
7.95K $477K
Oct 19, 2023 Q3 2023
Chronos Wealth Management, LLC

BUY
 -
550
+ 2.23%
$29.4K - $30.8K
25.2K $1.51M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
537
+ 45.13%
$28.7K - $30K
1.73K $104K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
505
+ 8.46%
$27K - $28.2K
6.48K $389K
Oct 25, 2023 Q3 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
483
+ 4.2%
$25.8K - $27K
12K $720K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
483
+ 8.61%
$25.8K - $27K
6.09K $366K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
483
+ 0.67%
$25.8K - $27K
72.3K $4.34M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
480
+ 1.31%
$25.7K - $26.8K
37.2K $2.23M
Nov 07, 2023 Q3 2023
Pointe Capital Management LLC

BUY
 -
475
+ 3.12%
$25.4K - $26.6K
15.7K $942K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
465
+ 6.7%
$24.9K - $26K
7.4K $444K
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
446
+ 0.76%
$23.9K - $24.9K
59.4K $3.56M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
445
+ 7.06%
$23.8K - $24.9K
6.75K $405K
Oct 19, 2023 Q3 2023
Rezny Wealth Management, Inc.

BUY
 -
431
+ 0.35%
$23.1K - $24.1K
123K $7.41M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
421
+ 8.79%
$22.5K - $23.5K
5.21K $313K
Nov 13, 2023 Q3 2023
American Money Management, LLC

BUY
 -
401
+ 3.01%
$21.5K - $22.4K
13.7K $824K
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
400
+ 8.38%
$21.4K - $22.4K
5.17K $310K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
399
+ 88.08%
$21.3K - $22.3K
852 $51.1K
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
376
+ 1.21%
$20.1K - $21K
31.4K $1.89M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
368
+ 75.56%
$19.7K - $20.6K
855 $51.3K

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