Purchases and Sales Made in Q1 2023 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 2023. 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, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
135K+ 10.55% |
$7.02M - $7.5M
|
1.41M
$83.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
133K+ 29.15% |
$6.94M - $7.41M
|
590K
$34.8M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
131K+ 20.01% |
$6.85M - $7.32M
|
789K
$46.6M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
129K+ 81.37% |
$6.74M - $7.21M
|
288K
$17M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
123K+ 42.46% |
$6.44M - $6.88M
|
414K
$24.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
121KNew |
$6.32M - $6.75M
|
121K
$7.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
120K+ 2964.04% |
$6.28M - $6.71M
|
124K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
120K+ 18.44% |
$6.25M - $6.68M
|
771K
$45.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
120K+ 26.16% |
$6.23M - $6.66M
|
577K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
119K+ 35.57% |
$6.21M - $6.64M
|
454K
$26.8M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
119KNew |
$6.19M - $6.61M
|
119K
$7.01M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
117KNew |
$6.1M - $6.52M
|
117K
$6.91M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
117K+ 40.52% |
$6.09M - $6.51M
|
405K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
116K+ 46.08% |
$6.07M - $6.48M
|
369K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110K+ 88.73% |
$5.73M - $6.12M
|
234K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
108K+ 45.61% |
$5.64M - $6.02M
|
345K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
105K+ 288.62% |
$5.5M - $5.88M
|
142K
$8.39M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
105K+ 125.74% |
$5.47M - $5.85M
|
188K
$11.1M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
100K+ 28.92% |
$5.21M - $5.57M
|
446K
$26.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.1K+ 29.0% |
$5.16M - $5.52M
|
441K
$26M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
98.9K+ 143.75% |
$5.15M - $5.51M
|
168K
$9.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
98.4K+ 24.51% |
$5.13M - $5.48M
|
500K
$29.5M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
96.4K+ 24.47% |
$5.03M - $5.37M
|
491K
$29M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.6K+ 10.92% |
$4.93M - $5.27M
|
961K
$56.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
93.2K+ 27.46% |
$4.86M - $5.19M
|
433K
$25.6M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93.2KNew |
$4.86M - $5.19M
|
93.2K
$5.5M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
87.6K+ 9.27% |
$4.56M - $4.88M
|
1.03M
$61M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
86.2K+ 31.63% |
$4.49M - $4.8M
|
359K
$21.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
82.9K+ 34.31% |
$4.32M - $4.62M
|
325K
$19.2M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
76.3KNew |
$3.98M - $4.25M
|
76.3K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
75K+ 21.43% |
$3.91M - $4.18M
|
425K
$25.1M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71.5K+ 69.47% |
$3.73M - $3.98M
|
174K
$10.3M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
70.3K+ 26.57% |
$3.66M - $3.91M
|
335K
$19.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
70.1K+ 8.3% |
$3.65M - $3.9M
|
915K
$54M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
69.9K+ 894.89% |
$3.65M - $3.9M
|
77.8K
$4.59M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68.8K+ 780.17% |
$3.59M - $3.83M
|
77.7K
$4.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
67.7K+ 14.79% |
$3.53M - $3.77M
|
526K
$31M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
67.5KNew |
$3.52M - $3.76M
|
67.5K
$3.99M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
67.3KNew |
$3.51M - $3.75M
|
67.3K
$3.97M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
67.1K+ 67.33% |
$3.5M - $3.74M
|
167K
$9.85M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
65.7KNew |
$3.43M - $3.66M
|
65.7K
$3.88M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
64.3K+ 108.35% |
$3.35M - $3.58M
|
124K
$7.31M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
63.9K+ 182.16% |
$3.33M - $3.56M
|
98.9K
$5.84M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63.4K+ 19.02% |
$3.31M - $3.53M
|
397K
$23.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
63.3KNew |
$3.3M - $3.53M
|
63.3K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.7K+ 285.79% |
$3.27M - $3.49M
|
84.6K
$5M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
62.5K+ 62.94% |
$3.26M - $3.48M
|
162K
$9.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
60.5K+ 528.0% |
$3.15M - $3.37M
|
71.9K
$4.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
59.9KNew |
$3.12M - $3.34M
|
59.9K
$3.54M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59.4K+ 172.92% |
$3.1M - $3.31M
|
93.8K
$5.54M
|