Purchases and Sales Made in Q1 2022 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q1 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
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
43.9K
+ 40.5%
$2.55M - $2.77M
152K $8.86M
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

BUY
 -
43K
New
$2.5M - $2.71M
43K $2.5M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
41K
+ 57.64%
$2.38M - $2.59M
112K $6.53M
May 04, 2022 Q1 2022
Sage Advisory Services, Ltd.Co.

BUY
 -
40K
+ 45.41%
$2.32M - $2.52M
128K $7.45M
Apr 13, 2022 Q1 2022
Executive Wealth Management, LLC

BUY
 -
39.4K
New
$2.29M - $2.49M
39.4K $2.3M
Apr 26, 2022 Q1 2022
Avestar Capital, LLC

BUY
 -
38.1K
New
$2.21M - $2.4M
38.1K $2.22M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
36.4K
+ 1113.68%
$2.11M - $2.29M
39.7K $2.31M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
36K
+ 47.15%
$2.09M - $2.27M
112K $6.53M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
34.7K
+ 17.5%
$2.02M - $2.19M
233K $13.6M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
33.1K
+ 15.93%
$1.92M - $2.08M
241K $14M
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
32.4K
New
$1.89M - $2.05M
32.4K $1.89M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
31.6K
+ 37.04%
$1.84M - $1.99M
117K $6.81M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
31.1K
+ 32.59%
$1.81M - $1.96M
127K $7.37M
Apr 27, 2022 Q1 2022
Curran Financial Partners, LLC

BUY
 -
30.1K
+ 137.43%
$1.75M - $1.89M
51.9K $3.02M
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
30K
+ 280.2%
$1.74M - $1.89M
40.6K $2.37M
May 16, 2022 Q1 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
29.9K
+ 19.0%
$1.74M - $1.89M
187K $10.9M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
29.1K
+ 55.39%
$1.69M - $1.83M
81.6K $4.75M
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
27.8K
+ 126.07%
$1.62M - $1.75M
49.9K $2.9M
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
27.4K
+ 814.47%
$1.59M - $1.73M
30.8K $1.79M
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
27.3K
+ 38.7%
$1.59M - $1.72M
97.9K $5.7M
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
26.8K
New
$1.56M - $1.69M
26.8K $1.56M
May 13, 2022 Q1 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
24.4K
+ 54.82%
$1.42M - $1.54M
69K $4.02M
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
23.4K
+ 50.52%
$1.36M - $1.48M
69.8K $4.06M
Apr 25, 2022 Q1 2022
Patten & Patten Inc

BUY
 -
22.5K
+ 16.17%
$1.3M - $1.42M
161K $9.39M
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
22.4K
+ 491.5%
$1.3M - $1.42M
27K $1.57M
May 02, 2022 Q1 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
22.3K
+ 48.41%
$1.3M - $1.41M
68.4K $3.98M
Apr 25, 2022 Q1 2022
Hudson Capital Management LLC

BUY
 -
22.2K
+ 15.89%
$1.29M - $1.4M
162K $9.42M
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

BUY
 -
21.8K
New
$1.27M - $1.37M
21.8K $1.27M
May 06, 2022 Q1 2022
Members Advisory Group LLC

Williamsville, NY
BUY
 -
21.4K
New
$1.24M - $1.35M
21.4K $1.25M
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
21K
+ 5.25%
$1.22M - $1.32M
420K $24.4M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
20.9K
+ 9.0%
$1.21M - $1.32M
253K $14.7M
Apr 22, 2022 Q1 2022
Alpha Cubed Investments, LLC

BUY
 -
20K
New
$1.16M - $1.26M
20K $1.17M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
20K
New
$1.16M - $1.26M
20K $1.16M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
19.8K
New
$1.15M - $1.25M
19.8K $1.15M
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
19.4K
+ 15.97%
$1.13M - $1.22M
141K $8.21M
May 16, 2022 Q1 2022
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
19.4K
+ 20.08%
$1.13M - $1.22M
116K $6.76M
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
18.1K
New
$1.05M - $1.14M
18.1K $1.05M
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
18.1K
New
$1.05M - $1.14M
18.1K $1.05M
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

BUY
 -
17.9K
+ 131.95%
$1.04M - $1.13M
31.4K $1.83M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
17.9K
+ 13.8%
$1.04M - $1.13M
147K $8.57M
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
17.5K
+ 9.15%
$1.02M - $1.1M
209K $12.2M
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
17.4K
+ 1771.18%
$1.01M - $1.1M
18.4K $1.07M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
17.2K
New
$999K - $1.08M
17.2K $1M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
17K
+ 1098.45%
$988K - $1.07M
18.6K $1.08M
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
16.7K
+ 94.1%
$972K - $1.05M
34.5K $2.01M
May 13, 2022 Q1 2022
Interchange Capital Partners, LLC

BUY
 -
15.9K
New
$925K - $1M
15.9K $927K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
15.9K
+ 165.58%
$924K - $1M
25.5K $1.48M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
15.4K
+ 99.43%
$896K - $973K
30.9K $1.8M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
14.5K
+ 115.06%
$841K - $912K
27K $1.57M

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