Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.75M+ 41.49% |
$341M - $365M
|
19.6M
$1.15B
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.28M+ 126906.02% |
$135M - $145M
|
2.28M
$133M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68M+ 135.21% |
$100M - $107M
|
2.93M
$171M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 188.11% |
$73.4M - $78.7M
|
1.89M
$111M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02M+ 124.84% |
$60.3M - $64.6M
|
1.83M
$107M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
962K+ 64.23% |
$57.1M - $61.2M
|
2.46M
$144M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
431K+ 1437.37% |
$25.6M - $27.4M
|
461K
$27M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
399KNew |
$23.7M - $25.4M
|
399K
$23.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
335K+ 47.19% |
$19.9M - $21.3M
|
1.05M
$61.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
316K+ 45.09% |
$18.7M - $20.1M
|
1.02M
$59.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
293K+ 38.7% |
$17.4M - $18.6M
|
1.05M
$61.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 36.51% |
$13.9M - $15M
|
879K
$51.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220K+ 37.21% |
$13.1M - $14M
|
813K
$47.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
209KNew |
$12.4M - $13.3M
|
209K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
176K+ 562.27% |
$10.5M - $11.2M
|
208K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
157KNew |
$9.34M - $10M
|
157K
$9.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
151K+ 14026.72% |
$8.97M - $9.62M
|
152K
$8.9M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151K+ 316.01% |
$8.94M - $9.58M
|
198K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
147K+ 47.27% |
$8.71M - $9.33M
|
457K
$26.7M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
139KNew |
$8.27M - $8.86M
|
139K
$8.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
139KNew |
$8.24M - $8.84M
|
139K
$8.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
137KNew |
$8.11M - $8.7M
|
137K
$8M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
124KNew |
$7.34M - $7.87M
|
124K
$7.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
122KNew |
$7.22M - $7.73M
|
122K
$7.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
112K+ 402.9% |
$6.64M - $7.12M
|
140K
$8.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
107KNew |
$6.34M - $6.8M
|
107K
$6.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
96.7KNew |
$5.74M - $6.15M
|
96.7K
$5.65M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
88.4K+ 13.1% |
$5.25M - $5.63M
|
763K
$44.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
88.1KNew |
$5.23M - $5.6M
|
88.1K
$5.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86.3KNew |
$5.12M - $5.49M
|
86.3K
$5.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.1K+ 94.87% |
$4.51M - $4.84M
|
156K
$9.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
75.2KNew |
$4.46M - $4.78M
|
75.2K
$4.4M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68.7K+ 6.29% |
$4.08M - $4.37M
|
1.16M
$67.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66.8K+ 386.37% |
$3.97M - $4.25M
|
84.1K
$4.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
61.2K+ 57.95% |
$3.63M - $3.89M
|
167K
$9.75M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
60.1KNew |
$3.56M - $3.82M
|
60.1K
$3.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.6K+ 20.04% |
$3.42M - $3.66M
|
345K
$20.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
55.3K+ 589.5% |
$3.28M - $3.52M
|
64.7K
$3.78M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
54.1K+ 128.08% |
$3.21M - $3.44M
|
96.3K
$5.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.6KNew |
$3.18M - $3.41M
|
53.6K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.3K+ 21.87% |
$3.1M - $3.32M
|
291K
$17M
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
47.3KNew |
$2.81M - $3.01M
|
47.3K
$2.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.1K+ 97.02% |
$2.79M - $2.99M
|
95.6K
$5.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
46.2KNew |
$2.74M - $2.94M
|
46.2K
$2.7M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
46.1KNew |
$2.74M - $2.93M
|
46.1K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45.4K+ 84.47% |
$2.7M - $2.89M
|
99.2K
$5.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
45.3K+ 386.73% |
$2.69M - $2.88M
|
57K
$3.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
44.2K+ 55.79% |
$2.62M - $2.81M
|
123K
$7.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.8K+ 127.23% |
$2.6M - $2.78M
|
78.2K
$4.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.3K+ 38.97% |
$2.57M - $2.75M
|
154K
$9.03M
|