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
Oct 20, 2023 Q3 2023
Walter & Keenan Wealth Management LLC

BUY
 -
33.2K
New
$1.78M - $1.86M
33.2K $1.98M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
33.1K
+ 31.49%
$1.77M - $1.85M
138K $8.24M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
33.1K
+ 92.81%
$1.77M - $1.85M
68.7K $4.1M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
32.4K
+ 6.5%
$1.74M - $1.81M
532K $31.7M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
31.8K
New
$1.7M - $1.78M
31.8K $1.9M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
31.4K
New
$1.68M - $1.76M
31.4K $1.87M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
31.4K
+ 45.58%
$1.68M - $1.75M
100K $5.97M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
31.2K
+ 22.34%
$1.67M - $1.74M
171K $10.2M
Nov 01, 2023 Q3 2023
Calton & Associates, Inc.

BUY
 -
31K
New
$1.66M - $1.73M
31K $1.85M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
30.8K
+ 20.49%
$1.65M - $1.72M
181K $10.8M
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
29.8K
+ 68.74%
$1.59M - $1.67M
73.1K $4.36M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
29.1K
New
$1.56M - $1.63M
29.1K $1.73M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
29K
+ 72.48%
$1.55M - $1.62M
69.1K $4.12M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
28.6K
+ 4.09%
$1.53M - $1.6M
729K $43.4M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
28.6K
+ 14.49%
$1.53M - $1.6M
226K $13.5M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
27.8K
+ 24.37%
$1.49M - $1.55M
142K $8.45M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
27.6K
+ 19.97%
$1.47M - $1.54M
166K $9.87M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
27.5K
New
$1.47M - $1.54M
27.5K $1.64M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
27.2K
+ 28.16%
$1.46M - $1.52M
124K $7.39M
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
26.9K
+ 151.89%
$1.44M - $1.51M
44.7K $2.66M
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
26.9K
+ 4.69%
$1.44M - $1.51M
601K $35.8M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
26.6K
+ 18.36%
$1.43M - $1.49M
172K $10.2M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
26.5K
+ 52.37%
$1.42M - $1.48M
77.1K $4.59M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
25.8K
+ 17.16%
$1.38M - $1.44M
176K $10.5M
Oct 30, 2023 Q3 2023
Cfo4 Life Group, LLC

BUY
 -
25.8K
+ 5.19%
$1.38M - $1.44M
523K $31.2M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
25.6K
+ 13.63%
$1.37M - $1.43M
214K $12.7M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
25.5K
+ 15.14%
$1.37M - $1.43M
194K $11.6M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
25.1K
+ 5.1%
$1.34M - $1.41M
518K $30.9M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
24.9K
+ 11.39%
$1.33M - $1.39M
244K $14.5M
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
24.9K
+ 11.39%
$1.33M - $1.39M
243K $14.5M
Oct 10, 2023 Q3 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
24.5K
New
$1.31M - $1.37M
24.5K $1.46M
Oct 05, 2023 Q3 2023
Ivc Wealth Advisors LLC

BUY
 -
23.8K
+ 19.72%
$1.27M - $1.33M
144K $8.6M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
23.1K
+ 202.69%
$1.23M - $1.29M
34.4K $2.05M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
23K
+ 0.96%
$1.23M - $1.29M
2.42M $144M
Oct 31, 2023 Q3 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
22.5K
+ 70.62%
$1.2M - $1.26M
54.3K $3.24M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
22.3K
+ 17.5%
$1.2M - $1.25M
150K $8.94M
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
22.3K
+ 35.92%
$1.19M - $1.25M
84.3K $5.02M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
21.9K
+ 40.11%
$1.17M - $1.22M
76.4K $4.55M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
21.7K
+ 2.37%
$1.16M - $1.21M
936K $55.8M
Nov 02, 2023 Q3 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
21.5K
+ 3.67%
$1.15M - $1.2M
609K $36.3M
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

BUY
 -
21.5K
+ 16.04%
$1.15M - $1.2M
155K $9.25M
Oct 20, 2023 Q3 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
21.2K
New
$1.14M - $1.19M
21.2K $1.26M
Nov 14, 2023 Q3 2023
Newport Capital Group, LLC

BUY
 -
21.2K
+ 71.4%
$1.14M - $1.19M
50.9K $3.04M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
21K
+ 4.04%
$1.12M - $1.17M
540K $32.2M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
20.8K
+ 8.28%
$1.11M - $1.16M
272K $16.2M
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
20.7K
+ 179.98%
$1.11M - $1.16M
32.3K $1.92M
Oct 20, 2023 Q3 2023
Security National Bank

BUY
 -
20.6K
+ 206.62%
$1.1M - $1.15M
30.5K $1.82M
Nov 09, 2023 Q3 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
20.1K
+ 1.97%
$1.08M - $1.13M
1.04M $62M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
20.1K
+ 30.0%
$1.07M - $1.12M
87.1K $5.19M

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