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
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
13.9K
New
$805K - $873K
13.9K $791K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
13.8K
+ 60.03%
$800K - $867K
36.7K $2.09M
Apr 26, 2022 Q1 2022
Masso Torrence Wealth Management Inc.

BUY
 -
13.6K
+ 29.54%
$793K - $860K
59.8K $3.41M
Apr 19, 2022 Q1 2022
Kmg Fiduciary Partners, LLC

BUY
 -
13.6K
+ 248.43%
$789K - $856K
19K $1.09M
Sep 11, 2024 Q1 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
13.5K
+ 218.14%
$786K - $853K
19.7K $1.13M
May 12, 2022 Q1 2022
Jsf Financial, LLC

BUY
 -
13.5K
+ 318.68%
$783K - $850K
17.7K $1.01M
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

BUY
 -
13.3K
+ 73.22%
$775K - $841K
31.6K $1.8M
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

BUY
 -
13.3K
+ 29.4%
$775K - $840K
58.7K $3.35M
May 05, 2022 Q1 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
13.1K
+ 15.11%
$758K - $823K
99.4K $5.67M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
13K
+ 153.67%
$757K - $821K
21.5K $1.23M
Apr 14, 2022 Q1 2022
Strong Box Wealth, LLC

BUY
 -
12.8K
+ 32.96%
$746K - $810K
51.8K $2.96M
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
12.8K
+ 62.28%
$746K - $809K
33.5K $1.91M
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
12.7K
+ 25.07%
$738K - $801K
63.4K $3.62M
Apr 14, 2022 Q1 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
11.9K
New
$693K - $752K
11.9K $681K
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
11.6K
New
$676K - $733K
11.6K $663K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
11.2K
+ 11181.0%
$650K - $705K
11.3K $644K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
10.8K
+ 26.76%
$628K - $681K
51.2K $2.92M
May 06, 2022 Q1 2022
Accuvest Global Advisors

Provo, UT
BUY
 -
10.8K
+ 18.94%
$628K - $681K
67.8K $3.87M
Apr 19, 2022 Q1 2022
Pfg Advisors

BUY
 -
10.8K
+ 60.98%
$626K - $679K
28.4K $1.62M
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

BUY
 -
10.7K
+ 47.7%
$620K - $672K
33K $1.88M
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
10K
+ 128.35%
$584K - $633K
17.9K $1.02M
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
9.77K
+ 11.66%
$568K - $616K
93.6K $5.34M
Apr 29, 2022 Q1 2022
Moser Wealth Advisors, LLC

BUY
 -
9.7K
New
$564K - $611K
9.7K $553K
May 04, 2022 Q1 2022
Slate Stone Wealth, LLC

BUY
 -
9.56K
New
$555K - $603K
9.56K $545K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
9.51K
+ 39.66%
$553K - $600K
33.5K $1.91M
May 10, 2022 Q1 2022
Westshore Wealth, LLC

BUY
 -
9.43K
+ 15.7%
$548K - $595K
69.5K $3.97M
Apr 28, 2022 Q1 2022
Financial Counselors Inc

BUY
 -
9.33K
New
$542K - $588K
9.33K $532K
Apr 22, 2022 Q1 2022
Peak Financial Advisors LLC

BUY
 -
9.31K
New
$541K - $587K
9.31K $531K
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
9.25K
New
$537K - $583K
9.25K $528K
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
9.16K
New
$532K - $577K
9.16K $523K
Jun 13, 2022 Q1 2022
Rovin Capital

BUY
 -
9.15K
+ 50.08%
$531K - $577K
27.4K $1.56M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.91K
+ 38.87%
$518K - $562K
31.8K $1.82M
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
8.36K
+ 143.52%
$486K - $527K
14.2K $810K
Apr 28, 2022 Q1 2022
Townsquare Capital LLC

BUY
 -
8.31K
+ 226.87%
$483K - $524K
12K $683K
May 06, 2022 Q1 2022
Fagan Associates, Inc.

BUY
 -
8.28K
+ 11.01%
$481K - $522K
83.5K $4.76M
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
8.2K
+ 9.78%
$476K - $517K
92K $5.25M
May 05, 2022 Q1 2022
Inverness Counsel LLC

BUY
 -
8.07K
New
$469K - $509K
8.07K $461K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.83K
New
$455K - $493K
7.83K $447K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.65K
+ 94.81%
$445K - $482K
15.7K $897K
May 16, 2022 Q1 2022
Kraematon Investment Advisors, Inc

BUY
 -
7.62K
+ 52.15%
$443K - $480K
22.2K $1.27M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
7.53K
+ 34.62%
$437K - $474K
29.3K $1.67M
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
7.52K
+ 20.0%
$437K - $474K
45.1K $2.57M
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

BUY
 -
7.45K
New
$433K - $470K
7.45K $425K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
7.17K
+ 73.04%
$417K - $452K
17K $970K
May 13, 2022 Q1 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
7.16K
New
$416K - $451K
7.16K $409K
Apr 29, 2022 Q1 2022
C2 C Wealth Management, LLC

BUY
 -
7.03K
New
$409K - $443K
7.03K $401K
May 03, 2022 Q1 2022
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
7K
+ 56.16%
$407K - $441K
19.5K $1.11M
May 04, 2022 Q1 2022
Windsor Group LTD

BUY
 -
6.95K
New
$404K - $438K
6.95K $397K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
6.67K
+ 11908.93%
$388K - $420K
6.73K $384K

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