Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.96M+ 15.73% |
$214M - $220M
|
29.2M
$1.7B
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.99M+ 13.0% |
$161M - $166M
|
26M
$1.51B
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.77MNew |
$149M - $153M
|
2.77M
$161M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.71M+ 8578.66% |
$92M - $94.7M
|
1.73M
$101M
|
|
|
Jul 13, 2023
Q2 2023
|
Marks Wealth, LLC
|
BUY
|
- |
1.56MNew |
$84.1M - $86.5M
|
1.56M
$90.9M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.42M+ 177.41% |
$76.7M - $78.9M
|
2.23M
$130M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17M+ 23.21% |
$62.9M - $64.7M
|
6.2M
$361M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.1M+ 30.03% |
$59.3M - $61M
|
4.77M
$278M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
982K+ 33.61% |
$52.9M - $54.4M
|
3.9M
$227M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
827KNew |
$44.5M - $45.8M
|
827K
$48.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
778KNew |
$41.9M - $43.1M
|
778K
$45.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
662K+ 6.35% |
$35.7M - $36.7M
|
11.1M
$646M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
653K+ 93.67% |
$35.1M - $36.2M
|
1.35M
$78.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
637KNew |
$34.3M - $35.3M
|
637K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
574K+ 97.42% |
$30.9M - $31.8M
|
1.16M
$67.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
559K+ 279.62% |
$30.1M - $30.9M
|
758K
$44.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
526K+ 9.59% |
$28.3M - $29.2M
|
6.02M
$350M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
493KNew |
$26.5M - $27.3M
|
493K
$28.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
470K+ 50.85% |
$25.3M - $26M
|
1.39M
$81.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
465K+ 22.79% |
$25M - $25.8M
|
2.51M
$146M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
427K+ 147.75% |
$23M - $23.7M
|
716K
$41.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
405K+ 17.13% |
$21.8M - $22.4M
|
2.77M
$161M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
386K+ 63.88% |
$20.8M - $21.4M
|
990K
$57.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385K+ 19.09% |
$20.7M - $21.3M
|
2.4M
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
384K+ 27.24% |
$20.7M - $21.3M
|
1.79M
$104M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
369K+ 315.56% |
$19.9M - $20.5M
|
486K
$28.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
369K+ 45.7% |
$19.9M - $20.4M
|
1.18M
$68.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
356KNew |
$19.1M - $19.7M
|
356K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340K+ 25.05% |
$18.3M - $18.9M
|
1.7M
$98.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
302K+ 407.84% |
$16.3M - $16.7M
|
376K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
293KNew |
$15.8M - $16.2M
|
293K
$17M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
289K+ 15.03% |
$15.5M - $16M
|
2.21M
$129M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
287K+ 2583.32% |
$15.4M - $15.9M
|
298K
$17.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
284K+ 113.8% |
$15.3M - $15.7M
|
534K
$31.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
272K+ 704.83% |
$14.6M - $15.1M
|
310K
$18.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
267K+ 18.07% |
$14.4M - $14.8M
|
1.74M
$102M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
252K+ 62.29% |
$13.6M - $14M
|
658K
$38.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
251KNew |
$13.5M - $13.9M
|
251K
$14.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
250KNew |
$13.5M - $13.9M
|
250K
$14.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
215K+ 167.65% |
$11.6M - $11.9M
|
344K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
210K+ 324.8% |
$11.3M - $11.6M
|
274K
$16M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
210K+ 11922.18% |
$11.3M - $11.6M
|
211K
$12.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
206K+ 30.94% |
$11.1M - $11.4M
|
872K
$50.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
201K+ 441.5% |
$10.8M - $11.1M
|
247K
$14.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
197K+ 47.65% |
$10.6M - $10.9M
|
612K
$35.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
195KNew |
$10.5M - $10.8M
|
195K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
189K+ 56.69% |
$10.2M - $10.5M
|
522K
$30.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
188K+ 19.51% |
$10.1M - $10.4M
|
1.15M
$66.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
185KNew |
$9.97M - $10.3M
|
185K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
183K+ 51.35% |
$9.86M - $10.1M
|
539K
$31.4M
|