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 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
6.11K
+ 6.41%
$327K - $342K
101K $5.45M
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
6.09K
New
$326K - $341K
6.09K $328K
Oct 27, 2023 Q3 2023
Hudson Capital Management LLC

BUY
 -
6.07K
+ 2.91%
$325K - $339K
214K $11.5M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
6.04K
+ 1.34%
$323K - $338K
457K $24.6M
Nov 09, 2023 Q3 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
5.95K
+ 32.31%
$318K - $333K
24.4K $1.31M
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
5.94K
+ 95.61%
$318K - $332K
12.2K $653K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.76K
+ 60.57%
$308K - $322K
15.3K $821K
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
5.74K
+ 10.35%
$307K - $321K
61.2K $3.29M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
5.73K
New
$306K - $320K
5.73K $308K
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
5.71K
+ 11.85%
$305K - $319K
53.9K $2.9M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
5.64K
+ 12.49%
$302K - $315K
50.8K $2.73M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
5.6K
+ 40.98%
$300K - $313K
19.3K $1.04M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
5.56K
+ 44.12%
$297K - $311K
18.2K $976K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
5.56K
+ 81.26%
$297K - $311K
12.4K $666K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
5.54K
+ 9.16%
$297K - $310K
66.1K $3.55M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
5.49K
New
$294K - $307K
5.49K $295K
Feb 13, 2025 Q3 2023
Ategra Capital Management, LLC

Vienna, VA
BUY
 -
5.46K
+ 20.64%
$292K - $306K
31.9K $1.72M
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
5.46K
+ 37.01%
$292K - $305K
20.2K $1.09M
Nov 07, 2023 Q3 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
5.43K
New
$291K - $304K
5.43K $292K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
5.39K
New
$288K - $301K
5.39K $290K
Nov 07, 2023 Q3 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
5.35K
+ 15.51%
$286K - $299K
39.8K $2.14M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
5.28K
+ 62.37%
$283K - $295K
13.8K $739K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
5.26K
New
$281K - $294K
5.26K $283K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
5.19K
New
$278K - $290K
5.19K $279K
Oct 23, 2023 Q3 2023
Financial Guidance Group, Inc.

BUY
 -
5.1K
+ 2.69%
$273K - $285K
195K $10.5M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
5.07K
+ 28.21%
$271K - $284K
23.1K $1.24M
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
5.05K
New
$270K - $282K
5.05K $272K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
5.04K
+ 8.38%
$270K - $282K
65.2K $3.5M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
5.03K
+ 27.93%
$269K - $282K
23.1K $1.24M
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

BUY
 -
4.96K
+ 41.1%
$265K - $277K
17K $915K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
4.92K
+ 7.25%
$263K - $275K
72.7K $3.91M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
4.89K
+ 7.66%
$262K - $274K
68.8K $3.7M
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
4.87K
+ 2.3%
$260K - $272K
216K $11.6M
Nov 09, 2023 Q3 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
4.84K
New
$259K - $271K
4.84K $260K
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
4.84K
+ 1.36%
$259K - $271K
360K $19.4M
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
4.84K
+ 107.18%
$259K - $270K
9.35K $503K
Nov 02, 2023 Q3 2023
Empirical Finance, LLC

BUY
 -
4.81K
New
$257K - $269K
4.81K $258K
Nov 13, 2023 Q3 2023
Mcia Inc

BUY
 -
4.73K
+ 28.13%
$253K - $264K
21.5K $1.16M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
4.62K
+ 2.35%
$247K - $258K
201K $10.8M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
4.54K
+ 20.35%
$243K - $254K
26.8K $1.44M
Nov 08, 2023 Q3 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
4.53K
+ 2.43%
$242K - $253K
191K $10.3M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
4.49K
+ 45.89%
$240K - $251K
14.3K $767K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.48K
+ 8.98%
$240K - $251K
54.4K $2.93M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
4.47K
New
$239K - $250K
4.47K $241K
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
4.47K
+ 50.37%
$239K - $250K
13.4K $718K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.47K
+ 8.9%
$239K - $250K
54.7K $2.94M
Oct 30, 2023 Q3 2023
Bell Bank

BUY
 -
4.42K
New
$236K - $247K
4.42K $237K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
4.39K
New
$235K - $245K
4.39K $236K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
4.39K
+ 3.14%
$235K - $245K
144K $7.73M

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