Purchases and Sales Made in Q2 2023 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 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
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

BUY
 -
3.18K
+ 0.71%
$171K - $176K
451K $27.1M
Jul 10, 2023 Q2 2023
Bts Asset Management, Inc.

BUY
 -
3.14K
+ 33.27%
$169K - $174K
12.6K $756K
Aug 02, 2023 Q2 2023
Cornerstone Wealth Group, LLC

BUY
 -
3.07K
+ 4.18%
$165K - $170K
76.4K $4.6M
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
3.01K
+ 2.77%
$162K - $167K
112K $6.71M
Nov 14, 2024 Q2 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
2.94K
+ 6.77%
$158K - $163K
46.4K $2.79M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
2.91K
+ 118.1%
$157K - $161K
5.37K $323K
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
2.9K
+ 11.47%
$156K - $160K
28.1K $1.69M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.88K
+ 1.76%
$155K - $159K
167K $10M
Jul 05, 2023 Q2 2023
Modus Advisors, LLC

BUY
 -
2.85K
+ 17.56%
$153K - $158K
19.1K $1.15M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
2.85K
+ 75.65%
$153K - $158K
6.62K $398K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
2.83K
+ 16.2%
$152K - $157K
20.3K $1.22M
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
2.81K
+ 6.85%
$151K - $155K
43.8K $2.63M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
2.78K
+ 27.17%
$150K - $154K
13K $782K
Aug 14, 2023 Q2 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
2.78K
+ 0.66%
$150K - $154K
426K $25.6M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
2.77K
+ 7.97%
$149K - $153K
37.5K $2.26M
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
2.73K
+ 0.92%
$147K - $151K
299K $18M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
2.72K
+ 10.79%
$146K - $151K
27.9K $1.68M
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
2.71K
+ 51.78%
$146K - $150K
7.93K $477K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.67K
+ 6.58%
$144K - $148K
43.3K $2.6M
Aug 07, 2023 Q2 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
2.66K
+ 60.84%
$143K - $147K
7.04K $423K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.55K
+ 19.76%
$137K - $141K
15.4K $929K
Aug 03, 2023 Q2 2023
Sterling Investment Advisors, Ltd.

BUY
 -
2.52K
+ 8.43%
$136K - $140K
32.4K $1.95M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
2.51K
+ 8.6%
$135K - $139K
31.8K $1.91M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
2.51K
+ 23.31%
$135K - $139K
13.3K $800K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.48K
+ 5.12%
$133K - $137K
50.9K $3.06M
Aug 08, 2023 Q2 2023
Rovin Capital

BUY
 -
2.46K
+ 4.89%
$132K - $136K
52.7K $3.17M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
2.42K
+ 8.52%
$130K - $134K
30.8K $1.85M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.35K
+ 5.39%
$126K - $130K
45.9K $2.76M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.35K
+ 5.39%
$126K - $130K
45.9K $2.76M
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.35K
+ 21.49%
$126K - $130K
13.3K $798K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
2.35K
+ 58.24%
$126K - $130K
6.37K $383K
Aug 02, 2023 Q2 2023
Moser Wealth Advisors, LLC

BUY
 -
2.34K
+ 9.27%
$126K - $129K
27.5K $1.66M
Jul 17, 2023 Q2 2023
Simpli Fi, Inc.

BUY
 -
2.26K
+ 50.07%
$122K - $125K
6.77K $407K
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
2.24K
New
$120K - $124K
2.24K $135K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
2.19K
+ 2838.96%
$118K - $121K
2.26K $136K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.18K
New
$118K - $121K
2.18K $131K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
2.18K
+ 6.02%
$117K - $121K
38.3K $2.31M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
2.18K
+ 20.87%
$117K - $120K
12.6K $758K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
2.15K
+ 51.22%
$116K - $119K
6.35K $382K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.13K
+ 48.0%
$115K - $118K
6.56K $395K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2.12K
New
$114K - $117K
2.12K $127K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.11K
+ 609.25%
$114K - $117K
2.45K $148K
Jul 17, 2023 Q2 2023
Evolution Wealth Advisors, LLC

BUY
 -
2.03K
+ 2.99%
$109K - $112K
69.8K $4.2M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.01K
+ 33.97%
$108K - $112K
7.94K $478K
Aug 08, 2023 Q2 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
1.85K
+ 19.6%
$99.4K - $102K
11.3K $678K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.84K
+ 4.84%
$99.1K - $102K
39.9K $2.4M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.8K
+ 79.65%
$96.9K - $99.7K
4.06K $244K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
1.79K
+ 6.59%
$96.6K - $99.4K
29K $1.75M
Aug 10, 2023 Q2 2023
Kraematon Investment Advisors, Inc

BUY
 -
1.77K
+ 4.85%
$95.2K - $97.9K
38.3K $2.3M

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