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 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
8.53K
+ 7.38%
$456K - $477K
124K $7.4M
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
8.5K
+ 63.76%
$455K - $476K
21.8K $1.3M
Nov 09, 2023 Q3 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
8.47K
+ 17.31%
$453K - $473K
57.4K $3.42M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
8.43K
+ 4.37%
$451K - $471K
201K $12M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
8.23K
+ 6.67%
$440K - $460K
132K $7.84M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
8.2K
New
$439K - $459K
8.2K $489K
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
8.2K
+ 12.95%
$438K - $458K
71.5K $4.26M
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
8.16K
New
$436K - $456K
8.16K $486K
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
8.15K
+ 32.54%
$436K - $456K
33.2K $1.98M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
8.09K
+ 2.9%
$433K - $452K
287K $17.1M
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
7.95K
+ 4.32%
$425K - $445K
192K $11.4M
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
7.92K
+ 31.74%
$424K - $443K
32.9K $1.96M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
7.92K
+ 49.23%
$424K - $443K
24K $1.43M
Oct 19, 2023 Q3 2023
Mendel Capital Management LLC

BUY
 -
7.91K
New
$423K - $442K
7.91K $471K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
7.86K
+ 476.35%
$420K - $439K
9.5K $566K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
7.85K
+ 5.34%
$420K - $439K
155K $9.23M
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
7.83K
New
$419K - $438K
7.83K $466K
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
7.71K
+ 23.66%
$413K - $431K
40.3K $2.4M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
7.68K
+ 152.6%
$411K - $429K
12.7K $757K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
7.58K
+ 37.58%
$405K - $424K
27.7K $1.65M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
7.5K
+ 42.32%
$401K - $420K
25.2K $1.5M
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
7.29K
+ 38.61%
$390K - $407K
26.2K $1.56M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
7.23K
+ 40.61%
$387K - $405K
25K $1.49M
Oct 25, 2023 Q3 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
7.21K
+ 25.79%
$386K - $403K
35.2K $2.1M
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
7.21K
+ 39.95%
$386K - $403K
25.2K $1.5M
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
6.95K
New
$372K - $389K
6.95K $414K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
6.94K
+ 8.58%
$371K - $388K
87.8K $5.23M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.87K
+ 32.19%
$367K - $384K
28.2K $1.68M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
6.85K
+ 6.98%
$367K - $383K
105K $6.26M
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
6.75K
+ 11.78%
$361K - $377K
64K $3.81M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
6.75K
New
$361K - $377K
6.75K $402K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
6.71K
+ 3.63%
$359K - $375K
192K $11.4M
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
6.64K
+ 18.28%
$355K - $371K
42.9K $2.56M
Oct 24, 2023 Q3 2023
Vera Bank, N.A.

BUY
 -
6.61K
+ 4.0%
$354K - $370K
172K $10.3M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
6.53K
New
$349K - $365K
6.53K $389K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
6.47K
+ 10.56%
$346K - $362K
67.7K $4.04M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.45K
+ 4.61%
$345K - $361K
146K $8.71M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
6.44K
New
$345K - $360K
6.44K $384K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.43K
+ 12.17%
$344K - $360K
59.3K $3.53M
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
6.41K
+ 1.53%
$343K - $358K
426K $25.4M
Oct 10, 2023 Q3 2023
C2 C Wealth Management, LLC

BUY
 -
6.33K
+ 34.94%
$339K - $354K
24.4K $1.46M
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
6.31K
New
$338K - $353K
6.31K $376K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
6.3K
New
$337K - $352K
6.3K $376K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
6.29K
+ 23.62%
$337K - $352K
32.9K $1.96M
Oct 05, 2023 Q3 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
6.27K
+ 11.1%
$335K - $351K
62.8K $3.74M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.27K
+ 406.02%
$335K - $351K
7.81K $466K
Nov 14, 2023 Q3 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
6.19K
New
$331K - $346K
6.19K $369K
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
6.11K
+ 6.41%
$327K - $342K
101K $6.04M
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
6.09K
New
$326K - $341K
6.09K $363K

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