Purchases and Sales Made in Q1 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 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 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.02K+ 22.13% |
$59K - $64K
|
5.61K
$326K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
900+ 112.5% |
$52.3K - $56.7K
|
1.7K
$98.9K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
878+ 10.94% |
$51K - $55.3K
|
8.9K
$518K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
873+ 21.46% |
$50.7K - $55K
|
4.94K
$288K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
850New |
$49.4K - $53.6K
|
850
$49.5K
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
848+ 10.7% |
$49.3K - $53.5K
|
8.78K
$511K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
827+ 2.64% |
$48.1K - $52.1K
|
32.2K
$1.87M
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
814+ 9.5% |
$47.3K - $51.3K
|
9.38K
$546K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
809+ 4.18% |
$47K - $51K
|
20.2K
$1.17M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
800+ 4.71% |
$46.5K - $50.4K
|
17.8K
$1.04M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
793+ 3.24% |
$46.1K - $50K
|
25.3K
$1.47M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
769+ 7.18% |
$44.7K - $48.5K
|
11.5K
$668K
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
582+ 0.65% |
$33.8K - $36.7K
|
90.3K
$5.26M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
577+ 0.37% |
$33.5K - $36.4K
|
155K
$9.03M
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
566+ 15.75% |
$32.9K - $35.7K
|
4.16K
$242K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
555+ 2.36% |
$32.3K - $35K
|
24.1K
$1.4M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
503+ 513.27% |
$29.2K - $31.7K
|
601
$35K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
487+ 3.29% |
$28.3K - $30.7K
|
15.3K
$890K
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
485+ 5.33% |
$28.2K - $30.6K
|
9.58K
$558K
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
479+ 14.26% |
$27.8K - $30.2K
|
3.84K
$223K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
477+ 11.24% |
$27.7K - $30.1K
|
4.72K
$275K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
449+ 12.98% |
$26.1K - $28.3K
|
3.91K
$228K
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
384+ 7.02% |
$22.3K - $24.2K
|
5.86K
$341K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
354+ 2.35% |
$20.6K - $22.3K
|
15.4K
$896K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
353+ 6.97% |
$20.5K - $22.3K
|
5.42K
$315K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
345+ 201.75% |
$20K - $21.7K
|
516
$30K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
300+ 3.89% |
$17.4K - $18.9K
|
8.02K
$467K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
300+ 28.57% |
$17.4K - $18.9K
|
1.35K
$78.6K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300+ 9.87% |
$17.4K - $18.9K
|
3.34K
$194K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
275New |
$16K - $17.3K
|
275
$16K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
273+ 21.08% |
$15.9K - $17.2K
|
1.57K
$91.3K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
253New |
$14.7K - $15.9K
|
253
$14.7K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250New |
$14.5K - $15.8K
|
250
$14.6K
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
250+ 3.84% |
$14.5K - $15.8K
|
6.76K
$393K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
236+ 37.46% |
$13.7K - $14.9K
|
866
$50.4K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
176New |
$10.2K - $11.1K
|
176
$10.2K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
167+ 1.87% |
$9.7K - $10.5K
|
9.11K
$530K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
150+ 97.4% |
$8.72K - $9.46K
|
304
$17.7K
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150+ 3.19% |
$8.72K - $9.46K
|
4.85K
$282K
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
129+ 1.11% |
$7.5K - $8.13K
|
11.8K
$684K
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
117+ 0.96% |
$6.8K - $7.38K
|
12.3K
$716K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
116New |
$6.74K - $7.31K
|
116
$6.75K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 0.53% |
$6.33K - $6.87K
|
20.6K
$1.2M
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
85+ 16.5% |
$4.94K - $5.36K
|
600
$34.9K
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
83+ 0.14% |
$4.82K - $5.23K
|
60K
$3.49M
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
70+ 2.15% |
$4.07K - $4.41K
|
3.32K
$193K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
58New |
$3.37K - $3.66K
|
58
$3.38K
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.93% |
$2.91K - $3.15K
|
5.43K
$316K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37+ 1.76% |
$2.15K - $2.33K
|
2.14K
$125K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36New |
$2.09K - $2.27K
|
36
$2.1K
|