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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13.5K+ 15.38% |
$687K - $767K
|
101K
$6.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
13.2KNew |
$671K - $749K
|
13.2K
$793K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12.6K+ 15.24% |
$639K - $713K
|
95K
$5.72M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.4K+ 64.42% |
$631K - $704K
|
31.6K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.4K+ 64.42% |
$631K - $704K
|
31.6K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.2K+ 16.39% |
$623K - $695K
|
87K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.2K+ 22.46% |
$623K - $695K
|
66.7K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
12.2K+ 232.32% |
$622K - $695K
|
17.5K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12.2K+ 17.72% |
$621K - $693K
|
81.1K
$4.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
11.8K+ 18.54% |
$599K - $668K
|
75.3K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
11.6K+ 259.42% |
$592K - $661K
|
16.1K
$970K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
11.6K+ 11.21% |
$590K - $658K
|
115K
$6.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.5KNew |
$584K - $651K
|
11.5K
$690K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.4KNew |
$579K - $646K
|
11.4K
$684K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.3K+ 19.57% |
$573K - $639K
|
68.8K
$4.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 9.45% |
$568K - $634K
|
129K
$7.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9K+ 28.25% |
$557K - $621K
|
49.7K
$2.99M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
10.7K+ 5.86% |
$547K - $610K
|
194K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
10.7K+ 152342.86% |
$543K - $606K
|
10.7K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.7K+ 34.59% |
$542K - $605K
|
41.5K
$2.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10.4K+ 44.31% |
$530K - $591K
|
33.9K
$2.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 35.45% |
$530K - $591K
|
39.8K
$2.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.2K+ 12.51% |
$520K - $580K
|
91.9K
$5.53M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.2K+ 8.23% |
$517K - $577K
|
134K
$8.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.2K+ 57.13% |
$517K - $576K
|
27.9K
$1.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 256.44% |
$516K - $576K
|
14.1K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.1K+ 3.25% |
$516K - $576K
|
323K
$19.4M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10K+ 14.78% |
$510K - $569K
|
77.8K
$4.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$602K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$602K
|
|
|
Dec 14, 2023
Q4 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
10KNew |
$509K - $568K
|
10K
$602K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10K+ 2.94% |
$509K - $568K
|
350K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
9.9KNew |
$504K - $562K
|
9.9K
$596K
|
|
|
Feb 02, 2023
Q4 2022
|
Independent Investors Inc
|
BUY
|
- |
9.77KNew |
$497K - $555K
|
9.77K
$588K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
9.74K+ 33.89% |
$496K - $553K
|
38.5K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.59K+ 57.73% |
$488K - $545K
|
26.2K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.52K+ 242.38% |
$485K - $541K
|
13.5K
$809K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
9.5K+ 66.14% |
$483K - $539K
|
23.9K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.85K+ 104.91% |
$450K - $502K
|
17.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.85KNew |
$450K - $502K
|
8.85K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.84K+ 22.3% |
$450K - $502K
|
48.5K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.7KNew |
$443K - $494K
|
8.7K
$523K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.43K+ 9.66% |
$429K - $479K
|
95.7K
$5.76M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.39K+ 55.01% |
$427K - $477K
|
23.7K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.35KNew |
$425K - $474K
|
8.35K
$502K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8.13K+ 75.31% |
$414K - $462K
|
18.9K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8.13K+ 78.02% |
$413K - $461K
|
18.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.95K+ 11.33% |
$405K - $451K
|
78.1K
$4.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 13.25% |
$401K - $448K
|
67.4K
$4.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.82K+ 85.65% |
$398K - $444K
|
16.9K
$1.02M
|