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 |
---|---|---|---|---|---|---|---|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
30KNew |
$1.58M - $1.87M
|
30K
$1.71M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.3K+ 29.47% |
$1.55M - $1.82M
|
129K
$7.35M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
28.5K+ 74.85% |
$1.51M - $1.77M
|
66.6K
$3.8M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28K+ 17.95% |
$1.48M - $1.75M
|
184K
$10.5M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
27.1K+ 11.3% |
$1.43M - $1.68M
|
267K
$15.2M
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
26.7K+ 38.41% |
$1.41M - $1.66M
|
96.2K
$5.49M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.7K+ 156.94% |
$1.41M - $1.66M
|
43.7K
$2.49M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
26.5K+ 219.38% |
$1.4M - $1.65M
|
38.6K
$2.2M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
26K+ 8.11% |
$1.37M - $1.62M
|
346K
$19.8M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
25.8K+ 140.42% |
$1.36M - $1.61M
|
44.2K
$2.52M
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
25.6K+ 49.27% |
$1.35M - $1.59M
|
77.5K
$4.42M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
25.5K+ 36.6% |
$1.35M - $1.59M
|
95.3K
$5.44M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.3K+ 549.34% |
$1.34M - $1.57M
|
29.9K
$1.71M
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
24.6K+ 47.56% |
$1.3M - $1.53M
|
76.5K
$4.36M
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
24.5KNew |
$1.3M - $1.53M
|
24.5K
$1.4M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.3K+ 50.51% |
$1.28M - $1.51M
|
72.4K
$4.13M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.3K+ 513.7% |
$1.28M - $1.51M
|
29K
$1.65M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
23.8K+ 443.79% |
$1.26M - $1.48M
|
29.1K
$1.66M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.7K+ 28.1% |
$1.2M - $1.41M
|
104K
$5.91M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
22K+ 69.66% |
$1.16M - $1.37M
|
53.6K
$3.06M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.9KNew |
$1.16M - $1.36M
|
21.9K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.8K+ 53.62% |
$1.15M - $1.36M
|
62.4K
$3.56M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
21.8K+ 98.97% |
$1.15M - $1.36M
|
43.8K
$2.5M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 104.06% |
$1.13M - $1.33M
|
42.1K
$2.4M
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
21.3KNew |
$1.13M - $1.33M
|
21.3K
$1.22M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
21.1K+ 97.77% |
$1.12M - $1.32M
|
42.8K
$2.44M
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
20.6K+ 9.53% |
$1.09M - $1.28M
|
237K
$13.5M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.2K+ 145.49% |
$1.07M - $1.25M
|
34K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
19.1K+ 22.84% |
$1.01M - $1.19M
|
103K
$5.85M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
18.7K+ 366.47% |
$988K - $1.16M
|
23.8K
$1.36M
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
18.2K+ 49.16% |
$960K - $1.13M
|
55.1K
$3.14M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.7K+ 56.24% |
$935K - $1.1M
|
49.1K
$2.8M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
16.7K+ 122.44% |
$882K - $1.04M
|
30.3K
$1.73M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.2K+ 13.91% |
$857K - $1.01M
|
133K
$7.58M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1K+ 42.34% |
$849K - $1M
|
54K
$3.08M
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
15.3K+ 9.48% |
$811K - $955K
|
177K
$10.1M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15KNew |
$795K - $936K
|
15K
$858K
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 41.77% |
$762K - $897K
|
48.9K
$2.79M
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.3K+ 70.96% |
$756K - $890K
|
34.5K
$1.97M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.8KNew |
$727K - $856K
|
13.8K
$785K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
13.7K+ 412.52% |
$724K - $853K
|
17K
$972K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
13.7K+ 196.91% |
$723K - $851K
|
20.6K
$1.18M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.5K+ 43.98% |
$715K - $842K
|
44.3K
$2.53M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
13.4KNew |
$710K - $835K
|
13.4K
$766K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.3K+ 137.91% |
$705K - $830K
|
23K
$1.31M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
13.3K+ 3.8% |
$702K - $827K
|
363K
$20.7M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13.1K+ 82.4% |
$694K - $816K
|
29K
$1.66M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
13.1K+ 139.88% |
$690K - $812K
|
22.4K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 140.93% |
$673K - $793K
|
21.8K
$1.24M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.6K+ 11.26% |
$668K - $786K
|
125K
$7.12M
|