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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
367New |
$19.6K - $20.5K
|
367
$22K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
366+ 7.27% |
$19.6K - $20.5K
|
5.4K
$324K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
365+ 2.36% |
$19.5K - $20.4K
|
15.8K
$950K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
361+ 0.41% |
$19.3K - $20.2K
|
89K
$5.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
356+ 0.45% |
$19K - $19.9K
|
79.6K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
331+ 7.48% |
$17.7K - $18.5K
|
4.76K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
324New |
$17.3K - $18.1K
|
324
$19.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
317+ 1.56% |
$17K - $17.7K
|
20.6K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
312+ 3.21% |
$16.7K - $17.4K
|
10K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
306+ 13.52% |
$16.4K - $17.1K
|
2.57K
$154K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
300+ 16.42% |
$16.1K - $16.8K
|
2.13K
$128K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
298+ 0.8% |
$15.9K - $16.7K
|
37.4K
$2.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
292+ 1.57% |
$15.6K - $16.3K
|
18.9K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
290New |
$15.5K - $16.2K
|
290
$17.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
290New |
$15.5K - $16.2K
|
290
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
289New |
$15.5K - $16.2K
|
289
$17.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
275+ 1.96% |
$14.7K - $15.4K
|
14.3K
$858K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$14.7K - $15.4K
|
275
$16.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
269New |
$14.4K - $15K
|
269
$16.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
261+ 7.2% |
$14K - $14.6K
|
3.89K
$233K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
261+ 7.2% |
$14K - $14.6K
|
3.89K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
253+ 3.24% |
$13.5K - $14.1K
|
8.06K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
250+ 29.62% |
$13.4K - $14K
|
1.09K
$65.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
250+ 2.73% |
$13.4K - $14K
|
9.4K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
241+ 1.13% |
$12.9K - $13.5K
|
21.5K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
235+ 4.98% |
$12.6K - $13.1K
|
4.96K
$298K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
226+ 3.62% |
$12.1K - $12.6K
|
6.47K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
217+ 0.44% |
$11.6K - $12.1K
|
50K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
214+ 5.76% |
$11.4K - $12K
|
3.93K
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206New |
$11K - $11.5K
|
206
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200+ 44.44% |
$10.7K - $11.2K
|
650
$39K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$10.7K - $11.2K
|
200
$12K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
190+ 0.36% |
$10.2K - $10.6K
|
53.6K
$3.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
180+ 22.5% |
$9.63K - $10.1K
|
980
$58.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
161+ 1.37% |
$8.61K - $9K
|
11.9K
$713K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
157+ 7.29% |
$8.4K - $8.78K
|
2.31K
$139K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
157+ 0.41% |
$8.4K - $8.78K
|
38.4K
$2.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
150New |
$8.03K - $8.39K
|
150
$9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
138+ 0.87% |
$7.38K - $7.72K
|
16.1K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
133+ 1.44% |
$7.12K - $7.44K
|
9.36K
$562K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
129+ 9.75% |
$6.9K - $7.21K
|
1.45K
$87.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
127+ 1.3% |
$6.79K - $7.1K
|
9.88K
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
122+ 1.8% |
$6.53K - $6.82K
|
6.89K
$414K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
105+ 5.24% |
$5.62K - $5.87K
|
2.11K
$127K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.24% |
$5.56K - $5.82K
|
42.8K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
102+ 1.81% |
$5.46K - $5.7K
|
5.74K
$345K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
92+ 1.61% |
$4.92K - $5.14K
|
5.8K
$348K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
91+ 10.9% |
$4.87K - $5.09K
|
926
$55.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
90+ 2.37% |
$4.82K - $5.03K
|
3.9K
$234K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
89+ 2.34% |
$4.76K - $4.98K
|
3.89K
$234K
|