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
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.68K
+ 85.07%
$194K - $229K
8K $465K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.68K
+ 85.07%
$194K - $229K
8K $465K
Aug 02, 2022 Q2 2022
Crewe Advisors LLC

BUY
 -
3.62K
New
$191K - $225K
3.62K $211K
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

BUY
 -
3.61K
+ 66.93%
$191K - $225K
9K $524K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
3.6K
+ 104.87%
$190K - $224K
7.03K $409K
Oct 03, 2022 Q2 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3.59K
New
$190K - $223K
3.59K $209K
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
3.57K
+ 31.26%
$189K - $222K
15K $873K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3.52K
+ 586.19%
$186K - $219K
4.12K $240K
Jul 25, 2022 Q2 2022
Mcdonald Partners LLC

BUY
 -
3.52K
+ 19.46%
$186K - $219K
21.6K $1.26M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.3K
+ 61.49%
$174K - $205K
8.67K $504K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
3.09K
New
$163K - $192K
3.09K $180K
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

BUY
 -
3.09K
+ 41.45%
$163K - $192K
10.5K $613K
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

BUY
 -
3.05K
+ 6.76%
$161K - $190K
48.1K $2.8M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
2.98K
New
$157K - $185K
2.98K $173K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.85K
+ 4.95%
$150K - $177K
60.3K $3.51M
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
2.84K
+ 59.79%
$150K - $177K
7.59K $442K
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

BUY
 -
2.73K
+ 53.7%
$144K - $170K
7.81K $454K
Jul 29, 2022 Q2 2022
Parsons Capital Management Inc

BUY
 -
2.72K
+ 32.87%
$144K - $169K
11K $640K
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
BUY
 -
2.69K
+ 38.68%
$142K - $168K
9.66K $562K
Jul 20, 2022 Q2 2022
Inverness Counsel LLC

BUY
 -
2.66K
+ 32.89%
$140K - $165K
10.7K $624K
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

BUY
 -
2.65K
+ 25.73%
$140K - $165K
13K $754K
Aug 02, 2022 Q2 2022
Hudock, Inc.

BUY
 -
2.56K
+ 294.37%
$135K - $159K
3.43K $200K
Jul 27, 2022 Q2 2022
Nelson Capital Management, LLC

BUY
 -
2.55K
+ 8.68%
$135K - $159K
32K $1.86M
Aug 10, 2022 Q2 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
2.43K
+ 1.57%
$128K - $151K
158K $9.17M
Jul 05, 2022 Q2 2022
Modus Advisors, LLC

BUY
 -
2.37K
+ 20.11%
$125K - $147K
14.1K $822K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.34K
New
$124K - $146K
2.34K $136K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
2.31K
+ 15413.33%
$122K - $144K
2.33K $135K
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

BUY
 -
2.27K
+ 43.57%
$120K - $141K
7.47K $435K
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
2.22K
+ 671.9%
$118K - $138K
2.56K $149K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
2.17K
+ 27.76%
$115K - $135K
10K $582K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.12K
New
$112K - $132K
2.12K $124K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.12K
+ 1.58%
$112K - $132K
137K $7.96M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
2.05K
+ 11.35%
$108K - $128K
20.1K $1.17M
Aug 02, 2022 Q2 2022
American Money Management, LLC

BUY
 -
2.04K
+ 18.63%
$108K - $127K
13K $758K
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.02K
+ 5.64%
$107K - $126K
37.8K $2.2M
Jul 06, 2022 Q2 2022
Independence Bank Of Kentucky

BUY
 -
2K
New
$106K - $124K
2K $116K
Aug 05, 2022 Q2 2022
Citizens Financial Group Inc

BUY
 -
1.91K
+ 36.85%
$101K - $119K
7.09K $413K
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

BUY
 -
1.83K
+ 45.37%
$96.8K - $114K
5.87K $342K
Aug 05, 2022 Q2 2022
Personal Cfo Solutions, LLC

BUY
 -
1.8K
+ 1.88%
$95.1K - $112K
97.6K $5.68M
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.8K
New
$95K - $112K
1.8K $105K
Jul 19, 2022 Q2 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
1.74K
New
$92.1K - $108K
1.74K $101K
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

BUY
 -
1.72K
+ 2.65%
$90.7K - $107K
66.5K $3.87M
Jul 20, 2022 Q2 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
1.68K
+ 3.3%
$88.8K - $105K
52.5K $3.06M
Jul 11, 2022 Q2 2022
Cooper Financial Group

BUY
 -
1.67K
+ 2.86%
$88.5K - $104K
60.1K $3.5M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
1.63K
+ 316.67%
$86.4K - $102K
2.15K $125K
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.61K
+ 3.15%
$85.2K - $100K
52.8K $3.07M
Jul 20, 2022 Q2 2022
Delta Investment Management, LLC

BUY
 -
1.58K
+ 1.68%
$83.5K - $98.3K
95.7K $5.57M
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

BUY
 -
1.51K
+ 9.79%
$79.7K - $93.8K
16.9K $984K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.51K
+ 46.21%
$79.6K - $93.7K
4.76K $277K

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