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 14, 2022 Q1 2022
Minot Wealth Management LLC

BUY
 -
3.31K
New
$192K - $209K
3.31K $189K
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3.27K
New
$190K - $206K
3.27K $187K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3.26K
New
$189K - $205K
3.26K $186K
May 12, 2022 Q1 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
3.25K
New
$189K - $205K
3.25K $186K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
3.25K
+ 31.32%
$189K - $205K
13.6K $777K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
3.2K
+ 71.78%
$186K - $201K
7.65K $436K
May 05, 2022 Q1 2022
Community Bank, N.A.

BUY
 -
3.19K
+ 3.42%
$185K - $201K
96.3K $5.5M
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
3.15K
+ 20.16%
$183K - $199K
18.8K $1.07M
Apr 25, 2022 Q1 2022
Detalus Advisors, LLC

BUY
 -
3.11K
+ 7.37%
$180K - $196K
45.2K $2.58M
Apr 27, 2022 Q1 2022
Fortem Financial Group, LLC

BUY
 -
3.07K
+ 46.72%
$178K - $193K
9.64K $550K
Apr 18, 2022 Q1 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
3.05K
+ 2.86%
$177K - $192K
110K $6.27M
May 13, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
2.87K
+ 14.44%
$167K - $181K
22.7K $1.3M
May 10, 2022 Q1 2022
Amg National Trust Bank

BUY
 -
2.82K
+ 58.46%
$164K - $177K
7.63K $435K
May 13, 2022 Q1 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
2.75K
+ 8.97%
$160K - $173K
33.4K $1.91M
May 04, 2022 Q1 2022
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
2.7K
+ 33.34%
$157K - $170K
10.8K $615K
Nov 14, 2024 Q1 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
2.62K
+ 52.07%
$152K - $165K
7.65K $436K
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

BUY
 -
2.53K
+ 43.91%
$147K - $159K
8.28K $472K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
2.46K
+ 21.03%
$143K - $155K
14.2K $808K
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
2.43K
New
$141K - $153K
2.43K $139K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.41K
New
$140K - $152K
2.41K $138K
May 11, 2022 Q1 2022
Vicus Capital

State College, PA
BUY
 -
2.37K
+ 15.68%
$138K - $149K
17.5K $998K
Apr 13, 2022 Q1 2022
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
2.13K
+ 44.29%
$124K - $134K
6.94K $396K
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
2.08K
+ 22.31%
$121K - $131K
11.4K $651K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.07K
+ 4.44%
$121K - $131K
48.8K $2.79M
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
2.05K
+ 86.35%
$119K - $129K
4.42K $252K
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
2K
+ 24.1%
$116K - $126K
10.3K $588K
Apr 22, 2022 Q1 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
1.87K
+ 3.81%
$109K - $118K
50.8K $2.9M
May 05, 2022 Q1 2022
Haverford Trust CO

Radnor, PA
BUY
 -
1.87K
+ 9.82%
$108K - $118K
20.9K $1.19M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.85K
+ 21.12%
$107K - $116K
10.6K $605K
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
1.74K
+ 10.98%
$101K - $109K
17.5K $1M
May 13, 2022 Q1 2022
Zions Bancorporation, N.A.

BUY
 -
1.73K
New
$100K - $109K
1.73K $98.6K
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.72K
+ 30.8%
$99.8K - $108K
7.29K $416K
May 02, 2022 Q1 2022
Parsons Capital Management Inc

BUY
 -
1.69K
+ 25.57%
$97.9K - $106K
8.28K $472K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.65K
+ 5.34%
$95.6K - $104K
32.5K $1.85M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
1.63K
+ 3020.37%
$94.8K - $103K
1.69K $96.1K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.62K
+ 1258.14%
$94.3K - $102K
1.75K $100K
May 05, 2022 Q1 2022
Cambridge Advisors Inc.

BUY
 -
1.5K
+ 7.32%
$87.2K - $94.6K
22K $1.26M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.48K
+ 75.85%
$85.9K - $93.2K
3.43K $196K
May 13, 2022 Q1 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.4K
+ 3.98%
$81.2K - $88.1K
36.5K $2.08M
Apr 08, 2022 Q1 2022
Trust CO

BUY
 -
1.4K
New
$81.1K - $87.9K
1.4K $79.6K
May 12, 2022 Q1 2022
F3 Logic, LLC

BUY
 -
1.39K
+ 17.37%
$80.5K - $87.4K
9.36K $534K
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

BUY
 -
1.37K
+ 41.23%
$79.7K - $86.4K
4.7K $268K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
1.31K
New
$76.1K - $82.6K
1.31K $74.7K
May 10, 2022 Q1 2022
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
1.31K
+ 19.22%
$75.9K - $82.4K
8.11K $463K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
1.16K
+ 0.94%
$67.3K - $73.1K
124K $7.07M
Jul 28, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
1.16K
+ 5.1%
$67.3K - $73.1K
23.9K $1.36M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.14K
+ 16.73%
$66.2K - $71.8K
7.95K $453K
May 12, 2022 Q1 2022
American Money Management, LLC

BUY
 -
1.11K
+ 11.28%
$64.6K - $70.1K
11K $626K
May 13, 2022 Q1 2022
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
1.05K
+ 19.21%
$61K - $66.2K
6.52K $372K

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