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 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.44K
+ 15.12%
$75.9K - $89.3K
10.9K $636K
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
1.43K
+ 7.29%
$75.5K - $88.9K
21K $1.22M
Aug 11, 2022 Q2 2022
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.34K
+ 19.31%
$70.8K - $83.3K
8.28K $482K
Jul 27, 2022 Q2 2022
Detalus Advisors, LLC

BUY
 -
1.3K
+ 2.86%
$68.5K - $80.6K
46.5K $2.71M
Aug 01, 2022 Q2 2022
Beam Wealth Advisors, Inc.

BUY
 -
1.22K
+ 9.9%
$64.4K - $75.8K
13.5K $787K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
1.19K
+ 13.32%
$62.7K - $73.8K
10.1K $587K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.14K
+ 64.9%
$60.1K - $70.8K
2.89K $168K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
1.08K
+ 5.63%
$57.3K - $67.5K
20.3K $1.18M
Aug 15, 2022 Q2 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
1.08K
+ 15.11%
$57.2K - $67.3K
8.24K $480K
Aug 10, 2022 Q2 2022
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
1.07K
+ 5.51%
$56.7K - $66.7K
20.5K $1.2M
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.01K
+ 5.63%
$53.2K - $62.6K
18.9K $1.1M
Jul 15, 2022 Q2 2022
Wealth Management Partners, LLC

BUY
 -
1K
+ 16.67%
$52.9K - $62.2K
7K $407K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

BUY
 -
980
+ 322.37%
$51.8K - $61K
1.28K $74.7K
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
924
+ 3.44%
$48.8K - $57.5K
27.8K $1.62M
Jul 28, 2022 Q2 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
888
+ 0.81%
$46.9K - $55.3K
111K $6.45M
Jul 28, 2022 Q2 2022
Stockman Wealth Management, Inc.

BUY
 -
885
+ 13.09%
$46.8K - $55.1K
7.65K $445K
Aug 12, 2022 Q2 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
750
+ 8.13%
$39.6K - $46.7K
9.98K $581K
Sep 06, 2022 Q2 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
745
+ 18.99%
$39.4K - $46.4K
4.67K $272K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
713
+ 11.9%
$37.7K - $44.4K
6.71K $390K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
694
+ 347.0%
$36.7K - $43.2K
894 $52K
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
677
+ 20.82%
$35.8K - $42.1K
3.93K $229K
Jul 22, 2022 Q2 2022
Round Rock Advisors, LLC

BUY
 -
638
+ 4.17%
$33.7K - $39.7K
15.9K $927K
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

BUY
 -
507
+ 158.44%
$26.8K - $31.6K
827 $48.1K
Aug 12, 2022 Q2 2022
Barclays PLC

London, X0
BUY
 -
500
New
$26.4K - $31.1K
500 $29.1K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
500
New
$26.4K - $31.1K
500 $29.1K
Jul 22, 2022 Q2 2022
Rovin Capital

BUY
 -
463
+ 1.69%
$24.5K - $28.8K
27.9K $1.62M
Aug 15, 2022 Q2 2022
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
450
+ 8.4%
$23.8K - $28K
5.81K $338K
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
446
+ 10.08%
$23.6K - $27.8K
4.87K $283K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
428
New
$22.6K - $26.6K
428 $24.9K
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
415
New
$21.9K - $25.8K
415 $24.2K
Aug 10, 2022 Q2 2022
Resources Management Corp

West Hartford, CT
BUY
 -
350
New
$18.5K - $21.8K
350 $20.4K
Jul 06, 2022 Q2 2022
Advocacy Wealth Management Services, LLC

BUY
 -
350
+ 33.95%
$18.5K - $21.8K
1.38K $80.4K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
342
+ 39.49%
$18.1K - $21.3K
1.21K $70.3K
Jul 11, 2022 Q2 2022
S.C. Financial Services, Inc.

BUY
 -
300
+ 6.07%
$15.9K - $18.7K
5.24K $305K
Aug 12, 2022 Q2 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
297
+ 3.38%
$15.7K - $18.5K
9.07K $528K
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

BUY
 -
292
New
$15.4K - $18.2K
292 $17K
Aug 10, 2022 Q2 2022
Vicus Capital

State College, PA
BUY
 -
290
+ 1.66%
$15.3K - $18K
17.8K $1.03M
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

BUY
 -
272
+ 5.79%
$14.4K - $16.9K
4.97K $289K
Jul 20, 2022 Q2 2022
Umb Bank, N.A.

BUY
 -
265
New
$14K - $16.5K
265 $15.4K
Aug 15, 2022 Q2 2022
Family Management Corp

New York, NY
BUY
 -
250
New
$13.2K - $15.6K
250 $14.6K
Aug 12, 2022 Q2 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
250
+ 4.61%
$13.2K - $15.6K
5.68K $330K
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

BUY
 -
243
+ 1.72%
$12.8K - $15.1K
14.4K $838K
Aug 12, 2022 Q2 2022
Haverford Trust CO

Radnor, PA
BUY
 -
237
+ 1.14%
$12.5K - $14.7K
21.1K $1.23M
Jul 18, 2022 Q2 2022
Win Advisors, Inc

BUY
 -
235
New
$12.4K - $14.6K
235 $13.7K
Aug 11, 2022 Q2 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
230
New
$12.2K - $14.3K
230 $13.4K
Jul 15, 2022 Q2 2022
Fsc Wealth Advisors, LLC

BUY
 -
221
+ 17.33%
$11.7K - $13.8K
1.5K $87.1K
Aug 01, 2022 Q2 2022
Wespac Advisors, LLC

BUY
 -
203
+ 2.12%
$10.7K - $12.6K
9.79K $570K
Aug 04, 2022 Q2 2022
Asio Capital, LLC

BUY
 -
200
+ 33.33%
$10.6K - $12.4K
800 $46.6K
Jul 11, 2022 Q2 2022
Capital Market Strategies LLC

BUY
 -
185
+ 1.97%
$9.78K - $11.5K
9.57K $557K

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