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 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
23.4KNew |
$1.19M - $1.33M
|
23.4K
$1.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
22.8K+ 116.92% |
$1.16M - $1.29M
|
42.3K
$2.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
22.3K+ 56.4% |
$1.14M - $1.27M
|
61.9K
$3.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22K+ 17.15% |
$1.12M - $1.25M
|
150K
$9.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
22KNew |
$1.12M - $1.25M
|
22K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
21.8K+ 87.38% |
$1.11M - $1.24M
|
46.7K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
21.6K+ 17.8% |
$1.1M - $1.23M
|
143K
$8.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
21.6K+ 21.39% |
$1.1M - $1.22M
|
122K
$7.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.5K+ 48.4% |
$1.09M - $1.22M
|
66K
$3.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
21.5K+ 9.56% |
$1.09M - $1.22M
|
246K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$1.05M - $1.17M
|
20.7K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
20.5KNew |
$1.04M - $1.16M
|
20.5K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.5KNew |
$1.04M - $1.16M
|
20.5K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
20.2K+ 35.3% |
$1.03M - $1.14M
|
77.3K
$4.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 45.5% |
$1.02M - $1.14M
|
64K
$3.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
19.9K+ 218.3% |
$1.01M - $1.13M
|
29K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
19.5KNew |
$992K - $1.11M
|
19.5K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3KNew |
$984K - $1.1M
|
19.3K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.2K+ 23.9% |
$978K - $1.09M
|
99.6K
$5.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19KNew |
$968K - $1.08M
|
19K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18.7KNew |
$953K - $1.06M
|
18.7K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.6K+ 7.63% |
$948K - $1.06M
|
263K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18.4K+ 152.33% |
$938K - $1.05M
|
30.5K
$1.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.3K+ 10.68% |
$931K - $1.04M
|
190K
$11.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
17.9K+ 51.53% |
$910K - $1.02M
|
52.6K
$3.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17.7K+ 6006.8% |
$899K - $1M
|
18K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
17.5KNew |
$890K - $993K
|
17.5K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
17.4K+ 5.59% |
$886K - $988K
|
329K
$19.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
17.2K+ 145.79% |
$877K - $979K
|
29.1K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
16.9K+ 3.97% |
$860K - $959K
|
442K
$26.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$852K - $951K
|
16.7K
$1.01M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
16.5KNew |
$841K - $939K
|
16.5K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16.5K+ 113.55% |
$841K - $939K
|
31.1K
$1.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
16.2KNew |
$826K - $922K
|
16.2K
$977K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
15.8KNew |
$805K - $898K
|
15.8K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
15.7KNew |
$800K - $893K
|
15.7K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
15.6K+ 52.21% |
$791K - $883K
|
45.3K
$2.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.5K+ 25.24% |
$787K - $878K
|
76.7K
$4.62M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.4KNew |
$785K - $876K
|
15.4K
$928K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 10.3% |
$778K - $868K
|
164K
$9.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15K+ 35.51% |
$763K - $852K
|
57.2K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14.8K+ 143.27% |
$755K - $842K
|
25.2K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.6K+ 73.91% |
$743K - $830K
|
34.4K
$2.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 86.62% |
$736K - $821K
|
31.2K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14KNew |
$713K - $795K
|
14K
$843K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14K+ 14.42% |
$713K - $795K
|
111K
$6.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
13.9K+ 9.37% |
$709K - $791K
|
162K
$9.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13.9K+ 3.23% |
$707K - $789K
|
444K
$26.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
13.6KNew |
$694K - $774K
|
13.6K
$820K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
13.6K+ 29.11% |
$691K - $771K
|
60.2K
$3.62M
|