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 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.72KClosed |
$333K - $361K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-5.73K- 13.42% |
$333K - $361K
|
37K
$2.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-6.28K- 9.7% |
$365K - $396K
|
58.4K
$3.33M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.56KClosed |
$381K - $414K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.96K- 85.69% |
$463K - $502K
|
1.33K
$75.9K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.08K- 90.04% |
$528K - $572K
|
1K
$57.3K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.58KClosed |
$557K - $604K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-12.2KClosed |
$707K - $767K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13.1K- 28.02% |
$761K - $826K
|
33.6K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.8KClosed |
$857K - $930K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19.3K- 29.87% |
$1.12M - $1.22M
|
45.4K
$2.59M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20.9K- 8.71% |
$1.21M - $1.32M
|
219K
$12.5M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 57.86% |
$1.23M - $1.34M
|
15.5K
$883K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-30.2K- 14.95% |
$1.75M - $1.9M
|
172K
$9.79M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-39.6K- 81.29% |
$2.3M - $2.5M
|
9.12K
$520K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43.9K- 91.04% |
$2.55M - $2.77M
|
4.32K
$247K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-44KClosed |
$2.56M - $2.77M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-45.1K- 31.34% |
$2.62M - $2.84M
|
98.7K
$5.63M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.6KClosed |
$3.12M - $3.38M
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-67.7K- 66.18% |
$3.93M - $4.26M
|
34.6K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-70.6K- 45.75% |
$4.11M - $4.45M
|
83.8K
$4.78M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-72.6K- 43.55% |
$4.22M - $4.58M
|
94.1K
$5.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-96.3KClosed |
$5.6M - $6.07M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-117K- 67.72% |
$6.78M - $7.35M
|
55.6K
$3.17M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-152KClosed |
$8.85M - $9.6M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-363K- 19.15% |
$21.1M - $22.9M
|
1.53M
$87.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-445K- 96.43% |
$25.8M - $28M
|
16.4K
$938K
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-740K- 97.46% |
$43M - $46.6M
|
19.3K
$1.1M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.58M- 18.3% |
$208M - $226M
|
16M
$913M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.6M- 49.75% |
$384M - $416M
|
6.67M
$381M
|