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
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.51KNew |
$444K - $474K
|
8.51K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.43K+ 40.78% |
$440K - $470K
|
29.1K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8.38K+ 2.59% |
$437K - $466K
|
332K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.36KNew |
$436K - $465K
|
8.36K
$491K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
8.35KNew |
$435K - $465K
|
8.35K
$491K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.34KNew |
$435K - $464K
|
8.34K
$490K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
8.15KNew |
$425K - $454K
|
8.15K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.15K+ 398.39% |
$425K - $454K
|
10.2K
$599K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
8.11KNew |
$423K - $451K
|
8.11K
$476K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8.05KNew |
$420K - $448K
|
8.05K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.99KNew |
$417K - $445K
|
7.99K
$470K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
7.99K+ 4.12% |
$416K - $445K
|
202K
$11.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.88KNew |
$411K - $439K
|
7.88K
$463K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.83K+ 6.8% |
$408K - $436K
|
123K
$7.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
7.82K+ 14.5% |
$408K - $435K
|
61.7K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.81KNew |
$407K - $435K
|
7.81K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.77K+ 20.72% |
$405K - $433K
|
45.3K
$2.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.75K+ 44.29% |
$404K - $432K
|
25.3K
$1.48M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.74KNew |
$403K - $431K
|
7.74K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.65K+ 21.91% |
$399K - $426K
|
42.6K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.63KNew |
$398K - $425K
|
7.63K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.63K+ 86.21% |
$398K - $425K
|
16.5K
$969K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
7.54KNew |
$393K - $420K
|
7.54K
$443K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.48K+ 96.73% |
$390K - $417K
|
15.2K
$894K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.46K+ 14.85% |
$389K - $415K
|
57.6K
$3.39M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.4K+ 57.65% |
$386K - $412K
|
20.2K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.38K+ 8.4% |
$385K - $411K
|
95.3K
$5.6M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.36KNew |
$384K - $410K
|
7.36K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.33K+ 8.01% |
$382K - $408K
|
98.8K
$5.81M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.31K+ 7.7% |
$381K - $407K
|
102K
$6.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
7.26K+ 4.18% |
$379K - $404K
|
181K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.19K+ 7.1% |
$375K - $401K
|
108K
$6.38M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.17K+ 3.86% |
$374K - $399K
|
193K
$11.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.05KNew |
$367K - $392K
|
7.05K
$414K
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.04KNew |
$367K - $392K
|
7.04K
$414K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7.01K+ 18.43% |
$366K - $391K
|
45.1K
$2.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
7K+ 21.77% |
$365K - $390K
|
39.2K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
6.96KNew |
$363K - $388K
|
6.96K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6.93K+ 9.66% |
$361K - $386K
|
78.6K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.8K+ 98.34% |
$354K - $379K
|
13.7K
$806K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.79KNew |
$354K - $378K
|
6.79K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.78K+ 43.12% |
$354K - $378K
|
22.5K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.78K+ 88.71% |
$353K - $377K
|
14.4K
$847K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.75K+ 22.69% |
$352K - $376K
|
36.5K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.71K+ 17.33% |
$350K - $374K
|
45.4K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.67K+ 8.22% |
$347K - $371K
|
87.8K
$5.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.62K+ 11.6% |
$345K - $368K
|
63.7K
$3.74M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.6K+ 6.47% |
$344K - $368K
|
109K
$6.38M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.5K+ 33.33% |
$339K - $362K
|
26K
$1.53M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.5KNew |
$339K - $362K
|
6.5K
$382K
|