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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
182New |
$9.62K - $11.3K
|
182
$10.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
179+ 1.04% |
$9.46K - $11.1K
|
17.3K
$988K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
158+ 4.05% |
$8.35K - $9.83K
|
4.06K
$231K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
150New |
$7.93K - $9.33K
|
150
$8.56K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
135New |
$7.14K - $8.4K
|
135
$7.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
114New |
$6.03K - $7.09K
|
114
$6.5K
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
102+ 2.66% |
$5.39K - $6.35K
|
3.94K
$225K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
101New |
$5.34K - $6.29K
|
101
$5.76K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
85+ 100.0% |
$4.49K - $5.29K
|
170
$9.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
78+ 3.21% |
$4.12K - $4.85K
|
2.51K
$143K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
74New |
$3.91K - $4.61K
|
74
$4.22K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60New |
$3.17K - $3.73K
|
60
$3.42K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46+ 2.15% |
$2.43K - $2.86K
|
2.19K
$125K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
39+ 1.26% |
$2.06K - $2.43K
|
3.15K
$179K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26New |
$1.37K - $1.62K
|
26
$1.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$1.06K - $1.24K
|
20
$1.14K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
18New |
$951 - $1.12K
|
18
$1.03K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14+ 0.23% |
$740 - $871
|
6.09K
$348K
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$370 - $436
|
5.86K
$335K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.37% |
$264 - $311
|
1.35K
$77.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5+ 0.05% |
$264 - $311
|
9.13K
$521K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 9.09% |
$52.9 - $62.2
|
12
$685
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 1.47% |
$2.64K - $3.11K
|
3.36K
$192K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-61- 0.18% |
$3.22K - $3.8K
|
33K
$1.88M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-66- 1.13% |
$3.49K - $4.11K
|
5.79K
$330K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-68Closed |
$3.59K - $4.23K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 2.99% |
$5.29K - $6.22K
|
3.24K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 2.06% |
$5.29K - $6.22K
|
4.75K
$271K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-147- 2.9% |
$7.77K - $9.15K
|
4.91K
$280K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 1.08% |
$10.6K - $12.4K
|
18.4K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-200- 36.36% |
$10.6K - $12.4K
|
350
$20K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-208Closed |
$11K - $12.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-253Closed |
$13.4K - $15.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-275Closed |
$14.5K - $17.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-390- 1.97% |
$20.6K - $24.3K
|
19.4K
$1.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-715- 20.62% |
$37.8K - $44.5K
|
2.75K
$157K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-850Closed |
$44.9K - $52.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-891- 10.77% |
$47.1K - $55.4K
|
7.38K
$421K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-917- 68.95% |
$48.5K - $57.1K
|
413
$23.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-976- 97.21% |
$51.6K - $60.7K
|
28
$1.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1K- 3.96% |
$52.9K - $62.2K
|
24.3K
$1.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 4.42% |
$55.8K - $65.7K
|
22.8K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.07K- 5.33% |
$56.4K - $66.4K
|
19K
$1.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 20.62% |
$59K - $69.5K
|
4.3K
$245K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 67.95% |
$60.5K - $71.3K
|
540
$30.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.16K- 0.94% |
$61.3K - $72.1K
|
123K
$7M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.16K- 0.94% |
$61.3K - $72.1K
|
123K
$7M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.31KClosed |
$69.2K - $81.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.49K- 1.52% |
$78.6K - $92.5K
|
96.2K
$5.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.5KClosed |
$79.3K - $93.3K
|
0
$0
|