Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.44MNew |
$430M - $479M
|
8.44M
$494M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.88M+ 34.18% |
$249M - $277M
|
19.2M
$1.12B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.57M+ 27.48% |
$232M - $259M
|
21.2M
$1.24B
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57M+ 21.75% |
$79.9M - $89.2M
|
8.79M
$514M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44M+ 53.14% |
$73.2M - $81.7M
|
4.14M
$242M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.37M+ 126.25% |
$69.5M - $77.5M
|
2.45M
$143M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14M+ 36.83% |
$58M - $64.7M
|
4.24M
$248M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
833K+ 42.71% |
$42.4M - $47.3M
|
2.78M
$163M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
831KNew |
$42.3M - $47.2M
|
831K
$48.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
627K+ 18267.62% |
$31.9M - $35.6M
|
631K
$36.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
617K+ 58.19% |
$31.4M - $35M
|
1.68M
$98.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
519KNew |
$26.4M - $29.5M
|
519K
$30.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
500K+ 111.97% |
$25.5M - $28.4M
|
947K
$55.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
493K+ 117.24% |
$25.1M - $28M
|
913K
$53.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
485K+ 291.86% |
$24.7M - $27.5M
|
651K
$38M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
450K+ 182.25% |
$22.9M - $25.5M
|
697K
$40.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
446K+ 1649.24% |
$22.7M - $25.3M
|
473K
$27.7M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
436K+ 101.42% |
$22.2M - $24.8M
|
867K
$50.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
410KNew |
$20.9M - $23.3M
|
410K
$24M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
406KNew |
$20.7M - $23.1M
|
406K
$23.7M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
402KNew |
$20.4M - $22.8M
|
402K
$23.5M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
394KNew |
$20.1M - $22.4M
|
394K
$23M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
342K+ 80.04% |
$17.4M - $19.4M
|
770K
$45M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
339K+ 37.8% |
$17.2M - $19.2M
|
1.23M
$72.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
331K+ 37.18% |
$16.9M - $18.8M
|
1.22M
$71.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
329KNew |
$16.7M - $18.7M
|
329K
$19.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
302K+ 4182.42% |
$15.4M - $17.2M
|
309K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
292K+ 350.09% |
$14.8M - $16.6M
|
375K
$21.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
291KNew |
$14.8M - $16.5M
|
291K
$17M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
290K+ 234.45% |
$14.8M - $16.5M
|
414K
$24.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
289K+ 29.34% |
$14.7M - $16.4M
|
1.28M
$74.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
283KNew |
$14.4M - $16.1M
|
283K
$16.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
282KNew |
$14.4M - $16M
|
282K
$16.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
281KNew |
$14.3M - $16M
|
281K
$16.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
272K+ 667.29% |
$13.8M - $15.4M
|
313K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
271K+ 424.68% |
$13.8M - $15.4M
|
335K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
271K+ 431.93% |
$13.8M - $15.4M
|
333K
$19.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
259K+ 1736.59% |
$13.2M - $14.7M
|
273K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
258K+ 130.16% |
$13.1M - $14.7M
|
457K
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
255K+ 55.27% |
$13M - $14.5M
|
718K
$42M
|
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
237KNew |
$12.1M - $13.5M
|
237K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
236K+ 143.81% |
$12M - $13.4M
|
400K
$23.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
235K+ 159.23% |
$11.9M - $13.3M
|
382K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232K+ 54.39% |
$11.8M - $13.1M
|
657K
$38.4M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
224K+ 27.6% |
$11.4M - $12.7M
|
1.04M
$60.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
223KNew |
$11.4M - $12.7M
|
223K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
215K+ 272.58% |
$10.9M - $12.2M
|
293K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
195K+ 149.59% |
$9.95M - $11.1M
|
326K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
188K+ 65.46% |
$9.56M - $10.7M
|
475K
$27.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
175K+ 51.95% |
$8.89M - $9.92M
|
511K
$29.9M
|