Purchases and Sales Made in Q2 2022 in J P Morgan Exchange Traded Fd (JEPI)

JEPI Quotes by TradingView

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
Jul 11, 2022 Q2 2022
Fusion Family Wealth LLC

BUY
 -
6.66K
New
$352K - $414K
6.66K $387K
Jul 29, 2022 Q2 2022
Meridian Financial Partners LLC

BUY
 -
6.65K
+ 17.74%
$352K - $414K
44.1K $2.57M
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
6.48K
+ 22.16%
$343K - $403K
35.7K $2.08M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
6.48K
+ 424.79%
$342K - $403K
8K $466K
Jul 19, 2022 Q2 2022
Clarity Wealth Advisors, LLC

BUY
 -
6.4K
+ 68.74%
$338K - $398K
15.7K $914K
Aug 12, 2022 Q2 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
6.3K
New
$333K - $392K
6.3K $366K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
6.27K
+ 0.77%
$332K - $390K
825K $48M
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
6.24K
New
$330K - $388K
6.24K $363K
Jul 18, 2022 Q2 2022
Howard Financial Services, Ltd.

BUY
 -
6.03K
+ 92.87%
$319K - $375K
12.5K $729K
Jul 27, 2022 Q2 2022
Emfo, LLC

BUY
 -
6K
+ 66.67%
$317K - $373K
15K $873K
Aug 15, 2022 Q2 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
5.76K
+ 8.35%
$305K - $359K
74.8K $4.35M
Jul 14, 2022 Q2 2022
Peak Financial Advisors LLC

BUY
 -
5.75K
+ 61.73%
$304K - $358K
15.1K $876K
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.52K
New
$292K - $343K
5.52K $321K
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

BUY
 -
5.5K
+ 31.37%
$291K - $342K
23K $1.34M
Jul 27, 2022 Q2 2022
Columbus Macro, LLC

BUY
 -
5.42K
+ 148.51%
$286K - $337K
9.07K $528K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.41K
+ 25.96%
$286K - $336K
26.2K $1.53M
Jul 06, 2022 Q2 2022
Wiley Bros. Aintree Capital, LLC

BUY
 -
5.34K
New
$282K - $332K
5.34K $311K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
5.25K
+ 45.73%
$278K - $327K
16.7K $974K
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
5.1K
New
$269K - $317K
5.1K $297K
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
5.01K
New
$265K - $312K
5.01K $292K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
5K
New
$264K - $311K
5K $291K
Aug 02, 2022 Q2 2022
Moser Wealth Advisors, LLC

BUY
 -
4.93K
+ 50.82%
$261K - $307K
14.6K $851K
Aug 16, 2022 Q2 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
4.91K
+ 14.2%
$259K - $305K
39.5K $2.3M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.74K
+ 18.75%
$251K - $295K
30K $1.75M
Aug 10, 2022 Q2 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
4.67K
New
$247K - $290K
4.67K $272K
Jul 12, 2022 Q2 2022
Iam Advisory, LLC

BUY
 -
4.62K
+ 72.81%
$244K - $287K
11K $638K
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.6K
+ 73.63%
$243K - $287K
10.9K $632K
Aug 08, 2022 Q2 2022
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
4.6K
New
$243K - $286K
4.6K $268K
Jul 26, 2022 Q2 2022
David R. Rahn & Associates Inc.

BUY
 -
4.59K
+ 2.87%
$243K - $286K
164K $9.56M
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

BUY
 -
4.59K
New
$242K - $285K
4.59K $267K
Aug 04, 2022 Q2 2022
Princeton Global Asset Management LLC

BUY
 -
4.55K
+ 49.22%
$241K - $283K
13.8K $803K
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

BUY
 -
4.55K
+ 35.94%
$240K - $283K
17.2K $1M
Aug 05, 2022 Q2 2022
Roof Eidam & Maycock

BUY
 -
4.5K
New
$238K - $280K
4.5K $262K
Jul 13, 2022 Q2 2022
Crestmont Private Wealth LLC

BUY
 -
4.41K
New
$233K - $275K
4.41K $257K
Aug 15, 2022 Q2 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
4.4K
New
$233K - $274K
4.4K $256K
Aug 12, 2022 Q2 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
4.36K
+ 92.02%
$230K - $271K
9.1K $529K
Jul 20, 2022 Q2 2022
Grant

BUY
 -
4.33K
+ 4.39%
$229K - $270K
103K $6M
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
4.32K
+ 21.45%
$228K - $269K
24.5K $1.42M
Aug 03, 2022 Q2 2022
F3 Logic, LLC

BUY
 -
4.18K
+ 44.61%
$221K - $260K
13.5K $788K
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

BUY
 -
4.17K
+ 6.96%
$220K - $259K
64.1K $3.73M
Jul 26, 2022 Q2 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
4.12K
New
$218K - $257K
4.12K $240K
Aug 05, 2022 Q2 2022
Wealth Dimensions Group, Ltd.

BUY
 -
4.09K
+ 23.09%
$216K - $255K
21.8K $1.27M
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
3.95K
New
$209K - $246K
3.95K $230K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.94K
+ 27.91%
$208K - $245K
18K $1.05M
Jul 19, 2022 Q2 2022
Essex Savings Bank

BUY
 -
3.87K
New
$205K - $241K
3.87K $225K
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
3.86K
New
$204K - $240K
3.86K $225K
Jul 26, 2022 Q2 2022
First Premier Bank

BUY
 -
3.86K
+ 26.19%
$204K - $240K
18.6K $1.08M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.85K
New
$203K - $239K
3.85K $224K
Aug 10, 2022 Q2 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
3.75K
+ 32.87%
$198K - $233K
15.2K $882K

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