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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 11.54% |
$1.74K - $1.89K
|
290
$16.5K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
17+ 0.06% |
$988 - $1.07K
|
29.4K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.58% |
$291 - $315
|
870
$49.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5+ 0.03% |
$291 - $315
|
15.6K
$889K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.22% |
$174 - $189
|
1.35K
$77K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 22.22% |
$116 - $126
|
11
$628
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.23% |
$58.1 - $63
|
429
$24.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-15- 0.26% |
$872 - $946
|
5.86K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-56- 0.8% |
$3.25K - $3.53K
|
6.97K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-67- 0.11% |
$3.89K - $4.22K
|
59.9K
$3.42M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-70Closed |
$4.07K - $4.41K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-71- 5.27% |
$4.13K - $4.48K
|
1.28K
$72.8K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-101Closed |
$5.87K - $6.37K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-142- 1.47% |
$8.25K - $8.95K
|
9.49K
$541K
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-202- 1.17% |
$11.7K - $12.7K
|
17.1K
$978K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-224Closed |
$13K - $14.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-279- 1.09% |
$16.2K - $17.6K
|
25.3K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-300- 35.29% |
$17.4K - $18.9K
|
550
$31.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-300Closed |
$17.4K - $18.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-438- 6.55% |
$25.5K - $27.6K
|
6.25K
$357K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-459- 12.88% |
$26.7K - $28.9K
|
3.11K
$177K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-480- 4.03% |
$27.9K - $30.3K
|
11.4K
$652K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-569- 4.79% |
$33.1K - $35.9K
|
11.3K
$645K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-799- 3.92% |
$46.4K - $50.4K
|
19.6K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-804- 6.92% |
$46.7K - $50.7K
|
10.8K
$617K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1KClosed |
$58.1K - $63K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 14.29% |
$58.1K - $63K
|
6K
$342K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.02KClosed |
$59.1K - $64.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-1.04K- 14.05% |
$60.3K - $65.4K
|
6.34K
$362K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 23.62% |
$62.7K - $68K
|
3.49K
$199K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.14K- 4.99% |
$66K - $71.6K
|
21.6K
$1.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.27K- 27.11% |
$73.7K - $80K
|
3.41K
$195K
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.3K- 12.35% |
$75.5K - $82K
|
9.23K
$526K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.4K- 1.9% |
$81.4K - $88.3K
|
72.3K
$4.12M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 1.9% |
$81.4K - $88.3K
|
72.3K
$4.12M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.41K- 12.86% |
$81.6K - $88.6K
|
9.52K
$543K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.54K- 86.06% |
$89.7K - $97.3K
|
250
$14.3K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 14.8% |
$91.2K - $99K
|
9.04K
$516K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.09K- 86.33% |
$122K - $132K
|
331
$18.9K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.16K- 4.57% |
$126K - $136K
|
45.1K
$2.57M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.26KClosed |
$131K - $143K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.37K- 1.46% |
$138K - $149K
|
160K
$9.11M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.5KClosed |
$145K - $158K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.6K- 7.82% |
$151K - $164K
|
30.6K
$1.75M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.05KClosed |
$177K - $192K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-3.2KClosed |
$186K - $202K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.53K- 20.0% |
$205K - $222K
|
14.1K
$805K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.23K- 4.97% |
$246K - $267K
|
80.9K
$4.62M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-4.3KClosed |
$250K - $271K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.7K- 3.38% |
$273K - $297K
|
135K
$7.68M
|