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 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35.1K- 54.92% |
$1.79M - $1.99M
|
28.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.8K- 62.8% |
$2.13M - $2.38M
|
24.8K
$1.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-50.9K- 14.0% |
$2.59M - $2.89M
|
313K
$19M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-51.7K- 85.58% |
$2.63M - $2.93M
|
8.7K
$528K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.5K- 3.46% |
$2.67M - $2.98M
|
1.47M
$89.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-52.9K- 62.21% |
$2.69M - $3M
|
32.2K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.7K- 7.41% |
$2.78M - $3.11M
|
684K
$41.5M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-98.6K- 23.55% |
$5.02M - $5.6M
|
320K
$19.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-102K- 69.82% |
$5.19M - $5.79M
|
44.1K
$2.68M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-104K- 11.3% |
$5.28M - $5.89M
|
815K
$49.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-168K- 58.45% |
$8.54M - $9.53M
|
119K
$7.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-169K- 8.39% |
$8.61M - $9.61M
|
1.85M
$112M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-180K- 49.22% |
$9.16M - $10.2M
|
186K
$11.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-200K- 19.16% |
$10.2M - $11.4M
|
845K
$51.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-252K- 38.38% |
$12.8M - $14.3M
|
405K
$24.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-259K- 94.56% |
$13.2M - $14.7M
|
14.9K
$903K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-313KClosed |
$15.9M - $17.8M
|
0
$0
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-687K- 29.04% |
$34.9M - $39M
|
1.68M
$102M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.44M- 99.93% |
$429M - $479M
|
5.55K
$337K
|