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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
38.3K+ 22.62% |
$1.95M - $2.17M
|
208K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
38.1KNew |
$1.94M - $2.16M
|
38.1K
$2.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
38K+ 15.04% |
$1.93M - $2.16M
|
290K
$17.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
37.2KNew |
$1.89M - $2.11M
|
37.2K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
36.9K+ 7.36% |
$1.88M - $2.1M
|
538K
$32.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
36.6K+ 27.66% |
$1.86M - $2.08M
|
169K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
36.2KNew |
$1.84M - $2.06M
|
36.2K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
35.7K+ 1786.07% |
$1.81M - $2.02M
|
37.6K
$2.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
35.5K+ 122.21% |
$1.8M - $2.01M
|
64.5K
$3.91M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
35.2KNew |
$1.79M - $2M
|
35.2K
$2.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.2K+ 16.19% |
$1.79M - $2M
|
253K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.1KNew |
$1.78M - $1.99M
|
35.1K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
34.8K+ 587.75% |
$1.77M - $1.98M
|
40.7K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.7K+ 29.03% |
$1.77M - $1.97M
|
154K
$9.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
34KNew |
$1.73M - $1.93M
|
34K
$2.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
33.7K+ 6.09% |
$1.71M - $1.91M
|
586K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
33K+ 16.25% |
$1.68M - $1.87M
|
236K
$14.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
32.8K+ 354.68% |
$1.67M - $1.86M
|
42.1K
$2.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
32.2K+ 22.76% |
$1.64M - $1.83M
|
174K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
31.8K+ 662.96% |
$1.62M - $1.8M
|
36.5K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
31.7K+ 247.04% |
$1.61M - $1.8M
|
44.5K
$2.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
30.9K+ 106.64% |
$1.57M - $1.76M
|
60K
$3.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
30.9K+ 35.04% |
$1.57M - $1.76M
|
119K
$7.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
30.6KNew |
$1.56M - $1.74M
|
30.6K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
30.4KNew |
$1.55M - $1.73M
|
30.4K
$1.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30K+ 47.49% |
$1.52M - $1.7M
|
93K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.7KNew |
$1.51M - $1.69M
|
29.7K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
29.5K+ 13.92% |
$1.5M - $1.68M
|
242K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29.5K+ 145.06% |
$1.5M - $1.68M
|
49.9K
$3.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
29.5K+ 120.88% |
$1.5M - $1.68M
|
53.9K
$3.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29.5K+ 34.33% |
$1.5M - $1.67M
|
115K
$6.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29K+ 20.51% |
$1.48M - $1.65M
|
170K
$10.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
28.9KNew |
$1.47M - $1.64M
|
28.9K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
28.9KNew |
$1.47M - $1.64M
|
28.9K
$1.75M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28.5KNew |
$1.45M - $1.62M
|
28.5K
$1.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
26.5K+ 5307.8% |
$1.35M - $1.51M
|
27K
$1.64M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
26.4K+ 21.76% |
$1.34M - $1.5M
|
148K
$8.96M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.3K+ 122.64% |
$1.34M - $1.49M
|
47.8K
$2.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
26.1K+ 32.23% |
$1.33M - $1.48M
|
107K
$6.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
25.9K+ 45.01% |
$1.32M - $1.47M
|
83.5K
$5.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
25.8KNew |
$1.31M - $1.46M
|
25.8K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.3K+ 39.69% |
$1.29M - $1.44M
|
89K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.2K+ 151.54% |
$1.28M - $1.43M
|
41.8K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25K+ 1696.21% |
$1.27M - $1.42M
|
26.5K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
24.5K+ 542.26% |
$1.25M - $1.39M
|
29.1K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
24.3KNew |
$1.24M - $1.38M
|
24.3K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24.3K+ 29.67% |
$1.24M - $1.38M
|
106K
$6.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24.3KNew |
$1.24M - $1.38M
|
24.3K
$1.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
24.3K+ 43.08% |
$1.23M - $1.38M
|
80.6K
$4.89M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23.7KNew |
$1.21M - $1.35M
|
23.7K
$1.44M
|