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 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59.3K+ 15.53% |
$3.09M - $3.3M
|
441K
$25.9M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
58.1KNew |
$3.03M - $3.24M
|
58.1K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
58.1K+ 8.11% |
$3.03M - $3.24M
|
774K
$45.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
56.4KNew |
$2.94M - $3.14M
|
56.4K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
56.1K+ 154.39% |
$2.92M - $3.12M
|
92.4K
$5.43M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
55.8K+ 17.11% |
$2.91M - $3.11M
|
382K
$22.5M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
55.4KNew |
$2.89M - $3.08M
|
55.4K
$3.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
54.7K+ 32.09% |
$2.85M - $3.05M
|
225K
$13.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
53.7KNew |
$2.8M - $2.99M
|
53.7K
$3.16M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
52.9KNew |
$2.76M - $2.95M
|
52.9K
$3.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
52.8K+ 9.01% |
$2.75M - $2.94M
|
639K
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
51.3K+ 590.02% |
$2.68M - $2.86M
|
60K
$3.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50.7K+ 162.84% |
$2.64M - $2.83M
|
81.9K
$4.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
50.3K+ 32.6% |
$2.62M - $2.8M
|
204K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
49.5KNew |
$2.58M - $2.76M
|
49.5K
$2.91M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.5K+ 126.03% |
$2.48M - $2.65M
|
85.2K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.9K+ 10.35% |
$2.44M - $2.61M
|
500K
$29.4M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
46.4K+ 78.8% |
$2.42M - $2.59M
|
105K
$6.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
45.5KNew |
$2.37M - $2.54M
|
45.5K
$2.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
45.3K+ 8.87% |
$2.36M - $2.52M
|
556K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
45.2K+ 28.25% |
$2.35M - $2.52M
|
205K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
43.2K+ 106.19% |
$2.25M - $2.41M
|
83.9K
$4.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
43K+ 86.54% |
$2.24M - $2.39M
|
92.6K
$5.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
42K+ 103.7% |
$2.19M - $2.34M
|
82.4K
$4.85M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
41.4KNew |
$2.16M - $2.31M
|
41.4K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
40.9KNew |
$2.13M - $2.28M
|
40.9K
$2.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
39KNew |
$2.03M - $2.17M
|
39K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
38.4KNew |
$2M - $2.14M
|
38.4K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
BUY
|
- |
37.7K+ 22.17% |
$1.96M - $2.1M
|
208K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
37.5K+ 12.78% |
$1.95M - $2.09M
|
331K
$19.4M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
36.8K+ 5.86% |
$1.92M - $2.05M
|
665K
$39.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36.8K+ 11.77% |
$1.92M - $2.05M
|
349K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
36.7KNew |
$1.91M - $2.05M
|
36.7K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36.2K+ 11.82% |
$1.89M - $2.02M
|
343K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
36.2K+ 68.83% |
$1.89M - $2.02M
|
88.7K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 48.95% |
$1.87M - $1.99M
|
109K
$6.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
35.4K+ 20.99% |
$1.85M - $1.97M
|
204K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
33.9K+ 21.5% |
$1.77M - $1.89M
|
191K
$11.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
33.1K+ 32.65% |
$1.73M - $1.85M
|
135K
$7.92M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33K+ 41.71% |
$1.72M - $1.84M
|
112K
$6.6M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
33K+ 40.94% |
$1.72M - $1.84M
|
114K
$6.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
32.8K+ 242.03% |
$1.71M - $1.83M
|
46.4K
$2.73M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
32.7K+ 569.34% |
$1.7M - $1.82M
|
38.4K
$2.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32.6K+ 7.42% |
$1.7M - $1.82M
|
472K
$27.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
32.3KNew |
$1.68M - $1.8M
|
32.3K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
31.9K+ 93.75% |
$1.66M - $1.78M
|
66K
$3.88M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
31.9K+ 20.74% |
$1.66M - $1.78M
|
186K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
31.8K+ 21.01% |
$1.66M - $1.77M
|
183K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.1K+ 102.03% |
$1.62M - $1.73M
|
61.7K
$3.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31K+ 33.27% |
$1.61M - $1.72M
|
124K
$7.29M
|