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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.74K+ 1.93% |
$93.7K - $96.4K
|
91.9K
$5.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.72K+ 788.99% |
$92.6K - $95.3K
|
1.94K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.67K+ 7.51% |
$90.1K - $92.7K
|
23.9K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.65K+ 10.22% |
$88.7K - $91.3K
|
17.8K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.64K+ 1.37% |
$88.4K - $91K
|
122K
$7.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
1.62K+ 15.55% |
$87.5K - $90K
|
12.1K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54KNew |
$83.1K - $85.5K
|
1.54K
$92.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.52K+ 1.4% |
$81.9K - $84.2K
|
110K
$6.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.52K+ 4.24% |
$81.7K - $84K
|
37.3K
$2.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.48K+ 7.59% |
$79.6K - $81.9K
|
21K
$1.26M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.47KNew |
$79.4K - $81.7K
|
1.47K
$88.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.45K+ 9.09% |
$78.1K - $80.3K
|
17.4K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.44K+ 35.36% |
$77.7K - $79.9K
|
5.52K
$332K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.44K+ 692.79% |
$77.6K - $79.8K
|
1.65K
$99.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.44K+ 23.74% |
$77.5K - $79.7K
|
7.5K
$451K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.42K+ 26.63% |
$76.5K - $78.7K
|
6.76K
$407K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 28.9% |
$72.1K - $74.2K
|
5.97K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.33K+ 26.97% |
$71.4K - $73.5K
|
6.24K
$376K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.29K+ 9.57% |
$69.4K - $71.4K
|
14.8K
$888K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.29K+ 8.7% |
$69.4K - $71.4K
|
16.1K
$969K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.29K+ 12.19% |
$69.4K - $71.4K
|
11.9K
$713K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.27K+ 14.97% |
$68.3K - $70.3K
|
9.75K
$586K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.26K+ 0.48% |
$67.7K - $69.6K
|
264K
$15.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.25K+ 8.24% |
$67.5K - $69.4K
|
16.5K
$991K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.24KNew |
$66.8K - $68.7K
|
1.24K
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.23KNew |
$66.2K - $68.1K
|
1.23K
$74K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.22K+ 13.44% |
$65.5K - $67.4K
|
10.3K
$617K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.19K+ 925.58% |
$64.3K - $66.1K
|
1.32K
$79.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 2.77% |
$59.8K - $61.5K
|
41.2K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 5.47% |
$59.8K - $61.5K
|
21.4K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.08K+ 2.05% |
$57.9K - $59.6K
|
53.4K
$3.21M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.06K+ 2.49% |
$56.8K - $58.4K
|
43.3K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.05K+ 15.07% |
$56.5K - $58.1K
|
8.01K
$482K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 0.3% |
$56.4K - $58.1K
|
351K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.05K+ 2.43% |
$56.4K - $58K
|
44.1K
$2.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.02K+ 18.31% |
$55.1K - $56.7K
|
6.61K
$398K
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.02K+ 0.29% |
$54.8K - $56.4K
|
346K
$20.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
BUY
|
- |
1K+ 9.29% |
$53.9K - $55.4K
|
11.8K
$708K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1K+ 12.27% |
$53.9K - $55.4K
|
9.15K
$550K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
996+ 2.34% |
$53.6K - $55.2K
|
43.6K
$2.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
974New |
$52.4K - $54K
|
974
$58.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
965+ 3.24% |
$52K - $53.5K
|
30.8K
$1.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
947+ 2.36% |
$51K - $52.5K
|
41.1K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
939+ 1.96% |
$50.6K - $52K
|
48.9K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
930+ 20.8% |
$50.1K - $51.5K
|
5.4K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
925+ 13.25% |
$49.8K - $51.2K
|
7.91K
$476K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
920+ 14.2% |
$49.5K - $51K
|
7.4K
$445K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
915+ 16.57% |
$49.3K - $50.7K
|
6.44K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
912New |
$49.1K - $50.5K
|
912
$54.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
898+ 0.38% |
$48.4K - $49.7K
|
235K
$14.1M
|