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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.57KClosed |
$82.9K - $97.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.73KClosed |
$91.3K - $108K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.04K- 25.65% |
$108K - $127K
|
5.91K
$344K
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.05K- 5.2% |
$108K - $128K
|
37.4K
$2.18M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.13K- 17.83% |
$113K - $133K
|
9.84K
$572K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.2KClosed |
$116K - $137K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.34K- 24.26% |
$124K - $145K
|
7.3K
$425K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.4K- 8.88% |
$127K - $149K
|
24.6K
$1.43M
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.44K- 5.4% |
$129K - $152K
|
42.7K
$2.48M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.91K- 3.72% |
$154K - $181K
|
75.4K
$4.39M
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.27KClosed |
$173K - $204K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-3.31KClosed |
$175K - $206K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-3.38KClosed |
$179K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.6KClosed |
$190K - $224K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.89K- 32.63% |
$206K - $242K
|
8.04K
$468K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.91KClosed |
$207K - $243K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.91KClosed |
$207K - $243K
|
0
$0
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.16KClosed |
$220K - $259K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.2K- 25.55% |
$222K - $261K
|
12.2K
$712K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.24K- 2.26% |
$224K - $264K
|
183K
$10.7M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.74KClosed |
$250K - $295K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.12K- 8.66% |
$271K - $319K
|
54K
$3.14M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.25KClosed |
$278K - $327K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-5.5KClosed |
$291K - $342K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.07K- 30.4% |
$321K - $378K
|
13.9K
$809K
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.52KClosed |
$344K - $405K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.22K- 22.23% |
$381K - $449K
|
25.2K
$1.47M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.27K- 64.3% |
$384K - $452K
|
4.04K
$235K
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-7.98K- 45.04% |
$422K - $496K
|
9.73K
$566K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.52KClosed |
$503K - $592K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10.5K- 23.1% |
$555K - $653K
|
34.9K
$2.03M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.4K- 13.84% |
$603K - $710K
|
71.1K
$4.14M
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-13.7K- 36.96% |
$722K - $850K
|
23.3K
$1.36M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.2KClosed |
$750K - $883K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.7K- 11.48% |
$777K - $915K
|
113K
$6.6M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-16.6K- 68.5% |
$880K - $1.04M
|
7.65K
$445K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17.9K- 5.32% |
$946K - $1.11M
|
318K
$18.5M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.4KClosed |
$1.02M - $1.21M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-20K- 78.43% |
$1.06M - $1.24M
|
5.5K
$320K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.1K- 14.17% |
$1.22M - $1.44M
|
140K
$8.13M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-30.7K- 26.47% |
$1.62M - $1.91M
|
85.3K
$4.97M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-30.9KClosed |
$1.64M - $1.93M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-31.5K- 81.4% |
$1.67M - $1.96M
|
7.2K
$419K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-41.4K- 91.67% |
$2.19M - $2.57M
|
3.76K
$219K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-43KClosed |
$2.27M - $2.68M
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-49.1K- 48.07% |
$2.6M - $3.06M
|
53.1K
$3.09M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55.4K- 66.13% |
$2.93M - $3.45M
|
28.4K
$1.65M
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-60KClosed |
$3.17M - $3.73M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-67.8KClosed |
$3.59M - $4.22M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-72.6K- 49.27% |
$3.84M - $4.52M
|
74.7K
$4.35M
|