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 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$661K - $778K
|
12.5K
$728K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 13.23% |
$643K - $757K
|
104K
$6.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.9K+ 62.45% |
$628K - $740K
|
30.9K
$1.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.8K+ 18.67% |
$626K - $737K
|
75.2K
$4.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.8K+ 875.78% |
$625K - $736K
|
13.2K
$767K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.4K+ 327.11% |
$603K - $710K
|
14.9K
$867K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
11.3K+ 13.52% |
$596K - $702K
|
94.7K
$5.51M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
11.2K+ 39.22% |
$590K - $694K
|
39.6K
$2.31M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.1K+ 1841.82% |
$589K - $693K
|
11.7K
$684K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.9K+ 21.88% |
$577K - $679K
|
60.8K
$3.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 139.01% |
$562K - $661K
|
18.3K
$1.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
10.5KNew |
$554K - $652K
|
10.5K
$610K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
10.1KNew |
$534K - $629K
|
10.1K
$588K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10K+ 10.72% |
$530K - $624K
|
104K
$6.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.95K+ 108.65% |
$526K - $619K
|
19.1K
$1.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.93K+ 45.55% |
$525K - $618K
|
31.7K
$1.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
9.75K+ 120.28% |
$515K - $607K
|
17.9K
$1.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
9.71KNew |
$513K - $605K
|
9.71K
$565K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.6K+ 31.32% |
$507K - $597K
|
40.2K
$2.34M
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.58K+ 16.01% |
$506K - $596K
|
69.4K
$4.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
9.5KNew |
$502K - $591K
|
9.5K
$553K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.43K+ 50.18% |
$499K - $587K
|
28.2K
$1.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
9.14K+ 42.72% |
$483K - $569K
|
30.5K
$1.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.88K+ 18.78% |
$469K - $552K
|
56.1K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8.71K+ 77.23% |
$461K - $542K
|
20K
$1.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.69KNew |
$459K - $541K
|
8.69K
$506K
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.63KNew |
$456K - $537K
|
8.63K
$502K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.55KNew |
$452K - $532K
|
8.55K
$498K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.45K+ 39.29% |
$447K - $526K
|
30K
$1.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
8.33K+ 123.81% |
$440K - $518K
|
15.1K
$876K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.26K+ 5.86% |
$437K - $514K
|
149K
$8.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
8.2KNew |
$433K - $510K
|
8.2K
$477K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
8.16KNew |
$431K - $508K
|
8.16K
$475K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.11K+ 22.25% |
$429K - $505K
|
44.6K
$2.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
8.06K+ 51.69% |
$426K - $501K
|
23.6K
$1.38M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.95K+ 23.78% |
$420K - $495K
|
41.4K
$2.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.71KNew |
$407K - $480K
|
7.71K
$448K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
7.66KNew |
$405K - $477K
|
7.66K
$446K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.64K+ 72.04% |
$404K - $475K
|
18.2K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7.47K+ 31.0% |
$395K - $465K
|
31.5K
$1.84M
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
7.44K+ 532.97% |
$393K - $463K
|
8.83K
$514K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.39KNew |
$390K - $460K
|
7.39K
$430K
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.24KNew |
$383K - $450K
|
7.24K
$421K
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.22K+ 94.38% |
$381K - $449K
|
14.9K
$865K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.18K+ 66.34% |
$379K - $447K
|
18K
$1.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.09KNew |
$375K - $441K
|
7.09K
$413K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$370K - $436K
|
7K
$407K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7KNew |
$370K - $436K
|
7K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.88KNew |
$364K - $428K
|
6.88K
$400K
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
6.8KNew |
$359K - $423K
|
6.8K
$396K
|