Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.6M+ 99.0% |
$349M - $411M
|
13.3M
$773M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.6M+ 99.0% |
$349M - $411M
|
13.3M
$773M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.34M+ 74.0% |
$229M - $270M
|
10.2M
$594M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.41M+ 46.42% |
$74.7M - $87.9M
|
4.46M
$259M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29M+ 94.35% |
$68.3M - $80.4M
|
2.66M
$155M
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.27M+ 48.79% |
$66.9M - $78.8M
|
3.86M
$225M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 81.12% |
$65.7M - $77.3M
|
2.77M
$161M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
801KNew |
$42.3M - $49.8M
|
801K
$46.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
719K+ 55.8% |
$38M - $44.7M
|
2.01M
$117M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
430KNew |
$22.7M - $26.8M
|
430K
$25M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
426KNew |
$22.5M - $26.5M
|
426K
$24.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
412K+ 34.96% |
$21.8M - $25.7M
|
1.59M
$92.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
355K+ 30.5% |
$18.8M - $22.1M
|
1.52M
$88.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
309KNew |
$16.3M - $19.2M
|
309K
$18M
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
305K+ 20.78% |
$16.1M - $19M
|
1.77M
$103M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$15.9M - $18.7M
|
300K
$17.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
256K+ 10611.28% |
$13.5M - $15.9M
|
258K
$15M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
256KNew |
$13.5M - $15.9M
|
256K
$14.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
246K+ 419.62% |
$13M - $15.3M
|
305K
$17.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
232K+ 142.8% |
$12.3M - $14.5M
|
395K
$23M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
223K+ 45.49% |
$11.8M - $13.9M
|
712K
$41.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
220K+ 554.08% |
$11.6M - $13.7M
|
259K
$15.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
214K+ 142.29% |
$11.3M - $13.3M
|
365K
$21.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
212K+ 1371.72% |
$11.2M - $13.2M
|
228K
$13.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
203K+ 17.68% |
$10.7M - $12.6M
|
1.35M
$78.6M
|
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
195K+ 285.15% |
$10.3M - $12.1M
|
264K
$15.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
194KNew |
$10.2M - $12.1M
|
194K
$11.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
193K+ 1658.59% |
$10.2M - $12M
|
204K
$11.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
163K+ 38.78% |
$8.61M - $10.1M
|
583K
$33.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
162K+ 94.11% |
$8.54M - $10.1M
|
333K
$19.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158K+ 285.18% |
$8.34M - $9.82M
|
213K
$12.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
156K+ 107.29% |
$8.27M - $9.73M
|
302K
$17.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
151K+ 95.24% |
$8M - $9.42M
|
310K
$18.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 957.22% |
$7.96M - $9.37M
|
166K
$9.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 28.3% |
$6.9M - $8.12M
|
592K
$34.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
122K+ 44.23% |
$6.46M - $7.6M
|
398K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121K+ 95.16% |
$6.37M - $7.5M
|
247K
$14.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
112K+ 52.78% |
$5.93M - $6.98M
|
324K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
103K+ 305.13% |
$5.43M - $6.39M
|
136K
$7.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100KNew |
$5.29M - $6.22M
|
100K
$5.82M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
99.7KNew |
$5.27M - $6.21M
|
99.7K
$5.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
97.4K+ 50.12% |
$5.15M - $6.06M
|
292K
$17M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.3K+ 41.33% |
$5.09M - $5.99M
|
329K
$19.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
87.3K+ 1557.08% |
$4.62M - $5.43M
|
92.9K
$5.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85.3K+ 174.69% |
$4.51M - $5.31M
|
134K
$7.81M
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
81.2K+ 79.9% |
$4.29M - $5.05M
|
183K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.1K+ 33.7% |
$4.29M - $5.05M
|
322K
$18.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
78.3KNew |
$4.14M - $4.87M
|
78.3K
$4.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75.6K+ 44.44% |
$4M - $4.71M
|
246K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
74.2K+ 688.18% |
$3.92M - $4.62M
|
85K
$4.94M
|